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SPDR Portfolio S&P 1500 Composite Stock Market ETF

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.34%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
Net Calls
+$636K
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
551
Global Trust Asset Management
Florida
$108K +$108K +1,507 New
US Bancorp
552
US Bancorp
Minnesota
$89.1K +$50.8K +711 +133%
PMFA
553
Plante Moran Financial Advisors
Michigan
$79.4K
W
554
WealthCollab
Washington
$79K
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$76.9K
HR
556
Howe & Rusling
New York
$75.1K
CFS
557
Compass Financial Services
Iowa
$74.2K +$74.2K +1,039 New
Q1WB
558
Quest 10 Wealth Builders
Virginia
$68.5K +$68.5K +959 New
CPL
559
Capital & Planning LLC
Georgia
$67.5K +$67.5K +944 New
Russell Investments Group
560
Russell Investments Group
United Kingdom
$67.1K
SWM
561
Spire Wealth Management
Virginia
$66.2K -$4.79K -67 -7%
VHAM
562
Van Hulzen Asset Management
California
$63.8K +$63.8K +893 New
WWA
563
Wingate Wealth Advisors
Massachusetts
$61.7K +$61.7K +864 New
IHWM
564
Iron Horse Wealth Management
Iowa
$61K -$6.86K -96 -10%
HWA
565
HHM Wealth Advisors
Tennessee
$59.1K
SIC
566
Salem Investment Counselors
North Carolina
$58.8K
NSIM
567
North Star Investment Management
Illinois
$55.2K +$55.2K +773 New
NFSG
568
Newbridge Financial Services Group
Florida
$52.9K
MG
569
Mather Group
Illinois
$50.3K -$23.4K -327 -32%
PAG
570
Paladin Advisory Group
Iowa
$49.2K +$19.2K +269 +64%
EWA
571
EverSource Wealth Advisors
Alabama
$47.8K +$47.8K +669 New
MCA
572
Maryland Capital Advisors
Maryland
$42.1K +$21.2K +297 +101%
AA
573
Ancora Advisors
Ohio
$41.7K -$22.5K -315 -35%
AWM
574
Accredited Wealth Management
Kentucky
$41.1K +$41.1K +576 New
PA
575
PSI Advisors
Florida
$40.6K