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SPDR Portfolio S&P 1500 Composite Stock Market ETF

559 hedge funds and large institutions have $5.25B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.92%
New
44
Increased
191
Reduced
233
Closed
38
Calls
$730K
Puts
Net Calls
+$730K
Net Calls Change
-$7.63M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
351
Lido Advisors
California
$507K +$66 +1 +0%
PWM
352
Paulson Wealth Management
Illinois
$506K +$36.3K +547 +8%
IFPG
353
Intrepid Financial Planning Group
Indiana
$504K -$66 -1 -0%
CPA
354
Cardiff Park Advisors
California
$502K +$502K +7,567 New
M&T Bank
355
M&T Bank
New York
$501K -$139K -2,095 -22%
PP
356
PrairieView Partners
Minnesota
$496K
CCM
357
Crew Capital Management
Ohio
$495K +$22.6K +341 +5%
SP
358
Successful Portfolios
Florida
$479K +$5.37K +81 +1%
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$478K +$192K +2,893 +67%
AAS
360
Avantax Advisory Services
Texas
$472K +$1.53K +23 +0.3%
MOS
361
MGO One Seven
Ohio
$471K -$108K -1,624 -19%
CA
362
Crumly & Associates
Illinois
$468K
SIMC
363
Squire Investment Management Company
Utah
$468K
MWM
364
Mission Wealth Management
California
$466K +$199 +3 +0%
AAS
365
Ameritas Advisory Services
Nebraska
$466K +$33.7K +508 +8%
Comerica Bank
366
Comerica Bank
Texas
$459K
T
367
Tidemark
California
$455K -$36.4K -549 -7%
VPWA
368
Vestia Personal Wealth Advisors
Indiana
$452K +$452K +6,806 New
BJL
369
Brighton Jones LLC
Washington
$450K +$1.59K +24 +0.4%
FZCM
370
Flynn Zito Capital Management
New York
$448K -$18.6K -281 -4%
SWM
371
Sanctuary Wealth Management
Idaho
$447K -$55.4K -835 -11%
HWM
372
Howard Wealth Management
Connecticut
$444K +$7.1K +107 +2%
PCIA
373
Prime Capital Investment Advisors
Kansas
$435K -$418K -6,294 -49%
KLI
374
Kelman-Lazarov Inc
Tennessee
$435K -$9.49K -143 -2%
PWMG
375
Pinnacle Wealth Management Group
Michigan
$434K