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

289 hedge funds and large institutions have $2.48B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+62
Holders Change %
+27.31%
% of All Funds
5.71%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
78
Increased
106
Reduced
79
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$77.4M
2
AF
Allworth Financial
California
$634M
3
Truist Financial
Truist Financial
North Carolina
$10.3M
4
AAS
Annex Advisory Services
Wisconsin
$95.1M
5
WP
WealthPLAN Partners
Nebraska
$17.4M

Top Sellers

1
SC
Savant Capital
Illinois
$8.33M
2
BL
Balentine LLC
Georgia
$114M
3
Jane Street
Jane Street
New York
$973K
4
NAS
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$82K +$36K +900 +78%
Bessemer Group
252
Bessemer Group
New Jersey
$78K +$78K +1,950 New
MAWCM
253
Mine & Arao Wealth Creation & Management
California
$74K +$74K +1,858 New
AA
254
Ancora Advisors
Ohio
$71K +$71K +1,788 New
SPIA
255
Steward Partners Investment Advisory
New York
$69K +$26K +654 +61%
FANJ
256
Financial Architects (New Jersey)
New Jersey
$64K – – –
MFT
257
Moisand Fitzgerald Tamayo
Florida
$59K +$1.76K +44 +3%
TPWA
258
TRUE Private Wealth Advisors
Oregon
$51K +$51K +1,291 New
MA
259
MUFG Americas
New York
$44K – – –
SFSG
260
Stearns Financial Services Group
North Carolina
$40K -$103K -2,562 -72%
RE
261
RBC Europe
United Kingdom
$35.9K – – –
RCA
262
Ranch Capital Advisors
Florida
$34K +$34K +844 New
HNB
263
Huntington National Bank
Ohio
$31K -$29K – –
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$31K – – –
SWA
265
Sutton Wealth Advisors
Florida
$30.5K – – –
JPMorgan Chase & Co
266
JPMorgan Chase & Co
New York
$30K +$30K +744 New
AIC
267
Ameritas Investment Company
Nebraska
$29K – – –
AWA
268
Arkadios Wealth Advisors
Georgia
$28.2K +$28.2K +677 New
TWP
269
TFO Wealth Partners
Ohio
$24K +$24K +625 New
AA
270
Advisory Alpha
Michigan
$22.9K -$11.8K -290 -34%
NFG
271
Next Financial Group
Texas
$19K -$4.48K -112 -19%
GEA
272
Glen Eagle Advisors
New Jersey
$17.2K +$598 +15 +4%
CA
273
CXI Advisors
Indiana
$17K +$17K +419 New
CL
274
Cabana LLC
Arkansas
$17K +$17K +432 New
SCA
275
Stuart Chaussee & Associates
California
$13K +$895 +23 +7%
9 10
11
12 13