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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 %
BF
251
BOK Financial
Oklahoma
$748K
CWM
252
Cornerstone Wealth Management
Missouri
$729K +$49.4K +1,063 +7%
NF
253
Nikulski Financial
Iowa
$724K +$24.3K +523 +3%
LFP
254
Leeward Financial Partners
Washington
$720K +$3.02K +65 +0.4%
PWM
255
Penobscot Wealth Management
Maine
$719K -$7.95K -171 -1%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$713K +$142K +3,056 +25%
MOS
257
MGO One Seven
Ohio
$712K -$140 -3 -0%
CCM
258
Coldstream Capital Management
Washington
$703K +$703K +15,126 New
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$695K +$695K +14,963 New
QC
260
Quent Capital
New York
$683K +$250K +5,384 +58%
VWA
261
V Wealth Advisors
Kansas
$676K +$9.48K +204 +1%
DHFB
262
Dixon Hubard Feinour & Brown
Virginia
$676K +$14.9K +321 +2%
GVAG
263
Great Valley Advisor Group
Delaware
$667K +$70.9K +1,525 +12%
ASW
264
Astoria Strategic Wealth
Texas
$661K -$49K -1,054 -7%
MWM
265
MBE Wealth Management
Wisconsin
$644K -$44.2K -952 -6%
Lido Advisors
266
Lido Advisors
California
$641K -$743 -16 -0.1%
CA
267
CoreCap Advisors
Michigan
$637K -$2.65K -57 -0.4%
ETIA
268
Epic Trust Investment Advisors
Washington
$633K +$633K +13,625 New
LWAC
269
Laurel Wealth Advisors (California)
California
$599K -$149K -3,207 -20%
HighTower Advisors
270
HighTower Advisors
Illinois
$595K +$94.7K +2,047 +19%
RRCM
271
Rappaport Reiches Capital Management
Illinois
$594K +$56.7K +1,220 +11%
PTC
272
Private Trust Company
Ohio
$590K -$25.5K -549 -4%
SWM
273
Sanctuary Wealth Management
Idaho
$589K
G
274
GenTrust
Florida
$584K
GF
275
Goodman Financial
Texas
$579K -$35.6K -766 -6%