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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.

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 %
WFS
26
Weitzel Financial Services
Iowa
$30.4M -$202K -4,589 -0.7%
RW
27
RVW Wealth
California
$30.2M +$1.25M +28,323 +4%
AIM
28
Astor Investment Management
Illinois
$29M -$1.56M -35,275 -5%
Bank of America
29
Bank of America
North Carolina
$25.2M -$1.98M -44,822 -7%
AWA
30
Aquire Wealth Advisors
Utah
$24.7M -$404K -9,151 -2%
RI
31
Rinkey Investments
California
$23.5M +$4.37M +88,659 +23%
BCM
32
Brookstone Capital Management
Illinois
$22.4M -$2.32M -52,661 -9%
BL
33
Balentine LLC
Georgia
$21.7M -$4.29M -97,355 -17%
SWP
34
Stratos Wealth Partners
Ohio
$21.5M +$787K +17,851 +4%
WAS
35
Winch Advisory Services
Wisconsin
$20.4M +$3.35M +75,870 +20%
AWM
36
AE Wealth Management
Kansas
$20.2M -$540K -12,241 -3%
SFG
37
StrategIQ Financial Group
Indiana
$20.2M +$1.74M +39,436 +9%
PA
38
Parallel Advisors
California
$20.1M +$4.58M +103,820 +29%
MHR
39
Matthew Hamilton Rosenberg
$19.3M -$194K -4,407 -1%
WAG
40
Winthrop Advisory Group
Massachusetts
$18.6M +$3.87M +87,629 +26%
TCFP
41
Treasure Coast Financial Planning
Florida
$18.4M +$435K +9,857 +2%
AMR
42
Asset Management Resources
Massachusetts
$18.1M -$623K -14,115 -3%
GLA
43
Great Lakes Advisors
Illinois
$16.5M +$1.25M +28,350 +8%
MCC
44
Money Concepts Capital
Florida
$15.9M -$605K -13,716 -4%
WMS
45
Wealth Management Solutions
Pennsylvania
$15.9M +$2.95M +66,917 +23%
SF
46
Symphony Financial
Texas
$15M -$612K -13,698 -4%
EH
47
Equitable Holdings
New York
$14.9M +$3.08M +69,779 +26%
UCFA
48
United Capital Financial Advisors
Texas
$14.8M -$194K -4,408 -1%
BSWM
49
Boston Standard Wealth Management
Massachusetts
$14.6M -$394K -8,942 -3%
SCA
50
Snowden Capital Advisors
New York
$13.9M -$6.77M -153,523 -33%