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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 %
JFA
476
JNBA Financial Advisors
Minnesota
$185K -$12.5K -189 -6%
PWMG
477
Prestige Wealth Management Group
New Jersey
$183K
RWPA
478
Richard W. Paul & Associates
Michigan
$168K
SS
479
Sunbelt Securities
Texas
$165K
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
$149K +$117K +1,726 +356%
AIM
481
Acropolis Investment Management
Missouri
$148K
S
482
SignatureFD
Georgia
$129K +$66 +1 +0.1%
GT
483
Glenmede Trust
Pennsylvania
$121K
MWM
484
MGB Wealth Management
Texas
$107K +$68 +1 +0.1%
CTWM
485
Cherry Tree Wealth Management
Minnesota
$104K
MG
486
Mather Group
Illinois
$98.8K -$38.7K -603 -28%
IHWM
487
Iron Horse Wealth Management
Iowa
$96.6K -$1.46K -22 -1%
APC
488
Aspire Private Capital
North Carolina
$91.2K
NS
489
NBC Securities
Alabama
$86K +$11.5K +175 +15%
MA
490
Montag & Associates
Georgia
$82.7K
William Blair & Company
491
William Blair & Company
Illinois
$79.8K -$16.1K -242 -17%
PMFA
492
Plante Moran Financial Advisors
Michigan
$73.8K -$153K -2,307 -67%
W
493
WealthCollab
Washington
$73.4K
Fifth Third Bancorp
494
Fifth Third Bancorp
Ohio
$71.4K
HR
495
Howe & Rusling
New York
$69.8K +$265 +4 +0.4%
WWP
496
WR Wealth Planners
Missouri
$69K
GI
497
Gradient Investments
Minnesota
$66.9K
PWMG
498
Private Wealth Management Group
New Jersey
$64.5K
Russell Investments Group
499
Russell Investments Group
United Kingdom
$62.4K +$62.4K +940 New
AA
500
Ancora Advisors
Ohio
$59.6K