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SPDR Portfolio S&P 1500 Composite Stock Market ETF

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
Net Calls
+$4.02M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Cahill Wealth Management
Michigan
$1M -$86.6K -1,864 -8%
PWM
227
Prentice Wealth Management
New York
$995K -$44.6K -961 -4%
BCI
228
Brinker Capital Investments
Pennsylvania
$989K +$29.4K +633 +3%
HSG
229
Helen Stephens Group
Texas
$984K -$63.9K -1,375 -6%
SA
230
Stewardship Advisors
Pennsylvania
$961K +$70.7K +1,521 +8%
PP
231
PrairieView Partners
Minnesota
$958K +$26K +559 +3%
APA
232
American Portfolios Advisors
New York
$937K -$23.4K -504 -2%
WOSD
233
WFA of San Diego
California
$917K +$31.8K +684 +4%
SPI
234
Sutton Place Investors
New York
$915K -$8.55K -184 -0.9%
CAL
235
Capital Analysts LLC
Pennsylvania
$895K +$360K +7,750 +67%
IA
236
Insight Advisors
Pennsylvania
$890K +$15.3K +299 +2%
CPIG
237
Chicago Partners Investment Group
Illinois
$885K +$34.8K +685 +4%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$876K -$16.9K -363 -2%
WCWM
239
Wooster Corthell Wealth Management
Connecticut
$835K -$7.16K -154 -0.9%
FPAS
240
Focus Partners Advisor Solutions
Missouri
$834K +$428K +9,199 +106%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$819K -$2.22M -47,682 -73%
BMD
242
Better Money Decisions
New Mexico
$815K +$153K +3,283 +23%
FHA
243
First Horizon Advisors
Tennessee
$805K
BWP
244
Bernardo Wealth Planning
Pennsylvania
$793K -$1.86K -40 -0.2%
BFG
245
Berger Financial Group
Minnesota
$786K +$786K +16,904 New
JIC
246
JRM Investment Counsel
Nebraska
$785K -$105K -2,268 -12%
BBHC
247
Brown Brothers Harriman & Co
New York
$784K
B
248
Bridgeworth
Alabama
$784K +$11.1K +239 +1%
AWM
249
Accurate Wealth Management
Florida
$779K -$161K -3,369 -17%
DA
250
Detalus Advisors
Missouri
$765K -$162K -3,480 -17%