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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.34%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
HFS
1
Hughes Financial Services
Virginia
$107M
2
IAA
2
Independent Advisor Alliance
North Carolina
$104M
3
MWM
3
Modern Wealth Management
Kansas
$123M
4
Raymond James Financial
4
Raymond James Financial
Florida
$44.2M
5
VAMG
5
Voisard Asset Management Group
Michigan
$29.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$2.37M
2
LPL Financial
2
LPL Financial
California
$600M
3
PS
3
Portfolio Strategies
New York
$29.8M
4
AC
4
AIFG Consultants
New York
$3.75M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$754M 10,559 -122 -1%
LPL Financial
2
LPL Financial
California
$600M 8,400,977 -318,666 -4%
HNB
3
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$240M 3,361,341 -36,054 -1%
PAG
5
Private Advisor Group
New Jersey
$216M 3,028,959 +80,786 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$190M 2,664,360 -5,860 -0.2%
VA
7
Valmark Advisers
Ohio
$180M 2,515,414 +98,231 +4%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$157M 2,191,824 +43,161 +2%
RA
9
RFG Advisory
Alabama
$144M 2,013,872 +107,539 +6%
MWM
10
Modern Wealth Management
Kansas
$123M 1,715,359 +857,587 +100%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$119M 1,664,184 -8,374 -0.5%
SPWG
12
Syntegra Private Wealth Group
Missouri
$110M 1,540,954 +37,333 +2%
Ameriprise
13
Ameriprise
Minnesota
$110M 1,537,148 +108,566 +8%
PFA
14
Professional Financial Advisors
Nebraska
$109M 1,525,591 +20,833 +1%
HFS
15
Hughes Financial Services
Virginia
$107M 1,495,449 +1,495,449 New
SFP
16
Shepherd Financial Partners
Massachusetts
$106M 1,485,905 +2,141 +0.1%
IAA
17
Independent Advisor Alliance
North Carolina
$104M 1,457,162 +1,457,162 New
Osaic Holdings
18
Osaic Holdings
Arizona
$93.6M 1,310,845 -9,000 -0.7%
Morgan Stanley
19
Morgan Stanley
New York
$92M 1,287,721 -9,873 -0.8%
Wells Fargo
20
Wells Fargo
California
$84.4M 1,182,178 +171,578 +17%
W
21
Wealthquest
Ohio
$79.5M 1,112,408 +11,088 +1%
AF
22
Allworth Financial
California
$75M 1,013,547 +42,477 +4%
BIP
23
Blueprint Investment Partners
North Carolina
$73.1M 1,022,939 +293,653 +40%
RIM
24
Rockbridge Investment Management
New York
$71.7M 1,004,377 -55,003 -5%
AWAG
25
ARS Wealth Advisors Group
Florida
$71.7M 1,004,197 +6,145 +0.6%
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