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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.

New
Increased
Maintained
Reduced
Closed
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 %
EW
276
Evoke Wealth
California
$1.2K +$1.2K +38 New
FCM
277
Firestone Capital Management
Florida
$1K -$1.56K -70 -61%
CAC
278
Certified Advisory Corp
Florida
$1K +$318 +14 +47%
GI
279
Gradient Investments
Minnesota
$1K +$1K +41 New
WIM
280
Westside Investment Management
California
$157 +$157 +5,000 New
FGAM
281
Financial Gravity Asset Management
Texas
$37 +$37 +1,145 New
JWM
282
Jackson Wealth Management
Florida
– -$6.75M -166,006 Closed
SHIM
283
Stone House Investment Management
Pennsylvania
– -$4.39M -110,231 Closed
RIM
284
Redwood Investment Management
Arizona
– -$3M -75,126 Closed
WFWM
285
Wechter Feldman Wealth Management
New Jersey
– -$2.69M -67,581 Closed
WS
286
Wedbush Securities
California
– -$2.35M -58,992 Closed
VCM
287
Virtue Capital Management
Tennessee
– -$2.27M -56,819 Closed
TC
288
TownSquare Capital
Utah
– -$1.74M -43,635 Closed
BSAM
289
Blue Sky Asset Management
Colorado
– -$1.73M -43,310 Closed
WI
290
WrapManager Inc
California
– -$1.45M -36,391 Closed
MSAM
291
Moloney Securities Asset Management
Missouri
– -$1.24M -31,167 Closed
WWM
292
WT Wealth Management
Arizona
– -$1.17M -29,300 Closed
ZIG
293
Zurich Insurance Group
Switzerland
– -$1.07M -28,394 Closed
CF
294
Copperwynd Financial
Arizona
– -$1.01M -25,385 Closed
CIAS
295
Capital Investment Advisory Services
North Carolina
– -$893K -22,392 Closed
SW
296
SkyOak Wealth
Michigan
– -$623K -15,622 Closed
Wolverine Trading
297
Wolverine Trading
Illinois
– -$555K -13,956 Closed
ACM
298
AlphaStar Capital Management
North Carolina
– -$465K -11,660 Closed
BWA
299
Beam Wealth Advisors
Louisiana
– -$446K -11,187 Closed
MWM
300
Moulton Wealth Management
Washington
– -$430K -10,763 Closed
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12
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