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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.5M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$29.6M
3
PAG
3
Private Advisor Group
New Jersey
$16.8M
4
ST
4
Sentinel Trust
Texas
$12.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.5M

Top Sellers

1
AF
1
Allworth Financial
California
$35.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.54M
3
BL
3
Balentine LLC
Georgia
$14.7M
4
FI
4
FormulaFolio Investments
Michigan
$32.9M
5
AFG
5
Affinia Financial Group
Massachusetts
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
226
Good Life Advisors
Pennsylvania
$228K -$4.01K -127 -2%
KLI
227
Kelman-Lazarov Inc
Tennessee
$226K -$56K -1,784 -20%
CA
228
Crumly & Associates
Illinois
$220K -$1.44M -45,702 -87%
NF
229
Nikulski Financial
Iowa
$215K +$28.6K +910 +15%
MCM
230
Murphy Capital Management
New Jersey
$214K – – –
IFG
231
Investors Financial Group
Minnesota
$214K +$214K +6,790 New
VWA
232
V Wealth Advisors
Kansas
$204K +$204K +6,485 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$178K +$79.4K +2,529 +81%
TFS
234
TrustCore Financial Services
Tennessee
$170K – – –
FWM
235
Focused Wealth Management
New York
$154K +$2.26K +72 +1%
Loomis, Sayles & Company
236
Loomis, Sayles & Company
Massachusetts
$87K – – –
BlackRock
237
BlackRock
New York
$84K -$10.1K -319 -11%
RBC
238
Roble Belko & Company
Pennsylvania
$83K +$83K +2,640 New
ASN
239
Advisory Services Network
Georgia
$74K – – –
FANJ
240
Financial Architects (New Jersey)
New Jersey
$71K +$21K +669 +42%
MFT
241
Moisand Fitzgerald Tamayo
Florida
$66K +$19.2K +607 +41%
AIC
242
Ameritas Investment Company
Nebraska
$62K +$39.4K +1,285 +174%
GSWM
243
Golden State Wealth Management
California
$60K +$60K +1,894 New
HNB
244
Huntington National Bank
Ohio
$59K -$31K – –
AA
245
Ancora Advisors
Ohio
$56K – – –
SIS
246
Sound Income Strategies
Florida
$51K -$15K -482 -23%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$46K +$43.2K +1,365 +1,551%
TPWA
248
TRUE Private Wealth Advisors
Oregon
$40K +$277 +9 +0.7%
MA
249
MUFG Americas
New York
$35K – – –
RE
250
RBC Europe
United Kingdom
$28.3K – – –
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