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SPDR Portfolio S&P 1500 Composite Stock Market ETF

456 hedge funds and large institutions have $3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.71%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
0.9%
New
40
Increased
175
Reduced
170
Closed
42
Calls
$4.02M
Puts
Net Calls
+$4.02M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
151
Atria Wealth Solutions
New York
$2.2M -$242K -5,208 -10%
MA
152
MJP Associates
Connecticut
$2.18M -$3.3M -70,977 -60%
AFG
153
Affinia Financial Group
Massachusetts
$2.12M
CFGF
154
Compass Financial Group (Florida)
Florida
$2.09M -$5.07K -109 -0.2%
AF
155
Aldebaran Financial
$2.05M -$57.5K -1,244 -3%
USCWA
156
U.S. Capital Wealth Advisors
Texas
$1.98M +$30.2K +650 +2%
MWM
157
McNaughton Wealth Management
California
$1.97M -$508K -10,928 -21%
SPC
158
Sigma Planning Corp
Michigan
$1.88M +$1.71M +36,720 +981%
TA
159
TKG Advisors
Indiana
$1.86M -$47.7K -1,027 -3%
BPA
160
Beacon Pointe Advisors
California
$1.85M -$174K -3,737 -9%
SPWM
161
Spartan Planning & Wealth Management
North Carolina
$1.84M -$5.5M -118,272 -75%
SFP
162
Strategic Financial Planning
Texas
$1.84M +$57.1K +1,229 +3%
FFG
163
Ford Financial Group
California
$1.74M +$450K +9,681 +35%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$1.72M -$33.1K -713 -2%
FWM
165
Fingerlakes Wealth Management
New York
$1.72M +$34.9K +751 +2%
WCM
166
Wealthcare Capital Management
Virginia
$1.72M +$3.9K +84 +0.2%
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$1.69M -$7.64M -164,426 -82%
TWM
168
Trinity Wealth Management
Pennsylvania
$1.67M +$21.6K +464 +1%
GLA
169
Good Life Advisors
Pennsylvania
$1.66M +$74.2K +1,596 +5%
FHC
170
First Heartland Consultants
Missouri
$1.64M +$116K +2,507 +8%
MML Investors Services
171
MML Investors Services
Massachusetts
$1.6M +$582K +12,526 +57%
ADL
172
Asset Dedication LLC
California
$1.59M -$46 -1 -0%
SSWM
173
Sheets Smith Wealth Management
North Carolina
$1.58M +$416K +8,948 +36%
FIM
174
Fernwood Investment Management
Massachusetts
$1.57M +$33.6K +723 +2%
CI
175
CX Institutional
Indiana
$1.56M -$2.41M -51,757 -61%