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SPDR Portfolio S&P 1500 Composite Stock Market ETF

446 hedge funds and large institutions have $2.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.71%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
0.99%
New
34
Increased
185
Reduced
157
Closed
37
Calls
$3.09M
Puts
$222K
Net Calls
+$2.86M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
376
Paulson Wealth Management
Illinois
$206K -$2.51K -57 -1%
OWA
377
One Wealth Advisors
California
$206K
PWMG
378
Prestige Wealth Management Group
New Jersey
$205K -$4.8K -109 -2%
CB
379
Commerce Bank
Missouri
$204K
Two Sigma Advisers
380
Two Sigma Advisers
New York
$203K +$203K +4,600 New
SWM
381
Spire Wealth Management
Virginia
$189K -$282K -6,403 -60%
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$186K +$15.7K +337 +9%
MPCG
383
Matrix Private Capital Group
New York
$156K
APC
384
Aspire Private Capital
North Carolina
$125K -$15.4K -348 -11%
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$110K +$86.7K +1,962 +373%
PMFA
386
Plante Moran Financial Advisors
Michigan
$107K +$107K +2,419 New
IHWM
387
Iron Horse Wealth Management
Iowa
$101K -$7.08M -160,273 -99%
AA
388
Ancora Advisors
Ohio
$100K
HWMA
389
Heritage Wealth Management (Arizona)
Arizona
$95K -$12.9K -294 -12%
BFPW
390
BOK Financial Private Wealth
Colorado
$71K +$71K +1,619 New
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$62K +$8.79K +198 +17%
APW
392
Axim Planning & Wealth
Ohio
$52K -$5.66K -129 -10%
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$40K -$17.6K -403 -31%
SWM
394
Selective Wealth Management
Virginia
$39K -$6.68K -151 -15%
PA
395
PSI Advisors
Florida
$37K -$1.27K -29 -3%
HS
396
Horan Securities
United States
$33K +$133 +3 +0.4%
Qube Research & Technologies (QRT)
397
Qube Research & Technologies (QRT)
United Kingdom
$31K +$6.97K +158 +29%
GWANC
398
Guardian Wealth Advisors (North Carolina)
North Carolina
$30K -$210K -4,701 -88%
US Bancorp
399
US Bancorp
Minnesota
$30K +$29.9K +678 +22,600%
BHWM
400
Bay Harbor Wealth Management
Maryland
$25K -$64.6K -1,446 -72%