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SPDR S&P Kensho Future Security ETF

19 hedge funds and large institutions have $10.5M invested in SPDR S&P Kensho Future Security ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.01M 72,760 +7,783 +12%
CA
2
Cetera Advisors
Colorado
$1.22M 22,189 -18 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$901K 16,341 +8,950 +121%
UBS Group
4
UBS Group
Switzerland
$742K 13,462 +3,616 +37%
CA
5
CoreCap Advisors
Michigan
$620K 11,244 +11,244 New
WCM
6
WealthBridge Capital Management
Ohio
$543K 9,856 +220 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$512K 9,281 +3,960 +74%
HighTower Advisors
8
HighTower Advisors
Illinois
$470K 8,501 +1,598 +23%
FPCP
9
Fort Point Capital Partners
California
$422K 7,660 -130 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$404K 7,332 +1,763 +32%
FIM
11
Freedom Investment Management
Connecticut
$307K 5,568 +5,568 New
WMR
12
Wealth Management Resources
Rhode Island
$275K 4,990 +1 +0%
Morgan Stanley
13
Morgan Stanley
New York
$27K 490 +187 +62%
PWMG
14
Prestige Wealth Management Group
New Jersey
$23.2K 420
IGWM
15
ICA Group Wealth Management
Colorado
$12.7K 230 +230 New
Franklin Resources
16
Franklin Resources
California
$7.72K 140
TFA
17
Toth Financial Advisory
Virginia
$5.52K 100
WB
18
Webster Bank
Connecticut
$5.51K 100
Wells Fargo
19
Wells Fargo
California
$42 1
3LCM
20
3D/L Capital Management
Connecticut
-6,083 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-5,198 Closed
Barclays
22
Barclays
United Kingdom
-946 Closed
OIA
23
Optimum Investment Advisors
Illinois
-500 Closed
Bank of America
24
Bank of America
North Carolina
-400 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-166 Closed