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SPDR Portfolio S&P 1500 Composite Stock Market ETF

551 hedge funds and large institutions have $4.78B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 188 increasing their positions, 206 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+46
Holders Change %
+9.11%
% of All Funds
8.08%
Holding in Top 10
69
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15%
% of All Funds
1.01%
New
80
Increased
188
Reduced
206
Closed
27
Calls
$4.9M
Puts
$164K
Net Calls
+$4.74M
Net Calls Change
+$551K
Name Holding Trade Value Shares
Change
Shares
Change %
GI
476
Gradient Investments
Minnesota
$167K -$56.4K -965 -25%
AIM
477
Acropolis Investment Management
Missouri
$153K
Fifth Third Bancorp
478
Fifth Third Bancorp
Ohio
$148K +$85.1K +1,456 +135%
RWPA
479
Richard W. Paul & Associates
Michigan
$148K
SS
480
Sunbelt Securities
Texas
$145K
Qube Research & Technologies (QRT)
481
Qube Research & Technologies (QRT)
United Kingdom
$137K +$3.57K +61 +3%
IHWM
482
Iron Horse Wealth Management
Iowa
$136K -$4.62K -79 -3%
Bank of Montreal
483
Bank of Montreal
Ontario, Canada
$130K +$128K +2,177 +6,220%
S
484
SignatureFD
Georgia
$113K +$20K +343 +21%
GT
485
Glenmede Trust
Pennsylvania
$107K +$107K +1,829 New
CFB
486
Cullen/Frost Bankers
Texas
$99K +$99K +1,693 New
APC
487
Aspire Private Capital
North Carolina
$92.3K -$175 -3 -0.2%
CTWM
488
Cherry Tree Wealth Management
Minnesota
$91.8K
MWM
489
MGB Wealth Management
Texas
$86.9K +$86.9K +1,486 New
PS
490
Planned Solutions
California
$66K +$66K +1,129 New
W
491
WealthCollab
Washington
$64.6K +$64.6K +1,106 New
GWM
492
Grand Wealth Management
Michigan
$64K
SWM
493
Spire Wealth Management
Virginia
$63.3K -$41.3K -699 -39%
PWMG
494
Private Wealth Management Group
New Jersey
$61.4K +$61.4K +1,050 New
HR
495
Howe & Rusling
New York
$61.3K +$61.3K +1,048 New
RG
496
Retirement Group
California
$59.9K
AssetMark Inc
497
AssetMark Inc
California
$56.1K -$1.97M -33,634 -97%
AA
498
Ancora Advisors
Ohio
$52.5K
MA
499
Montag & Associates
Georgia
$52.4K
CWM
500
Compass Wealth Management
Connecticut
$49.8K +$6.14K +105 +14%