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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 %
TWP
301
Tempus Wealth Planning
California
– -$422K -10,584 Closed
MGIA
302
Moneta Group Investment Advisors
Missouri
– -$375K -9,408 Closed
ACM
303
Anfield Capital Management
California
– -$385K -9,362 Closed
CAM
304
Congress Asset Management
Massachusetts
– -$340K -8,531 Closed
TC
305
Telemus Capital
Michigan
– -$319K -8,000 Closed
RCS
306
Retirement Capital Strategies
California
– -$306K -7,670 Closed
CA
307
Continuum Advisory
Idaho
– -$274K -6,869 Closed
AC
308
Alexandria Capital
Virginia
– -$252K -6,330 Closed
TI
309
Truepoint Inc
Ohio
– -$235K -5,908 Closed
CIA
310
Capital Investment Advisors
Georgia
– -$232K -5,812 Closed
IWC
311
Integrated Wealth Concepts
Massachusetts
– -$231K -5,801 Closed
FAM
312
Formidable Asset Management
Ohio
– -$225K -5,641 Closed
TFA
313
Teamwork Financial Advisors
Texas
– -$224K -5,620 Closed
GCA
314
Gradient Capital Advisors
California
– -$219K -5,486 Closed
CHAM
315
Clear Harbor Asset Management
Connecticut
– -$216K -5,409 Closed
SP
316
Successful Portfolios
Florida
– -$203K -5,090 Closed
BAM
317
Baldrige Asset Management
Pennsylvania
– -$202K -5,070 Closed
MWPCG
318
Measured Wealth Private Client Group
New Hampshire
– -$201K -5,043 Closed
TA
319
TFG Advisers
Michigan
– -$104K -2,614 Closed
Bessemer Group
320
Bessemer Group
New Jersey
– -$78K -1,950 Closed
MAWCM
321
Mine & Arao Wealth Creation & Management
California
– -$74K -1,858 Closed
JPMorgan Chase & Co
322
JPMorgan Chase & Co
New York
– -$30K -744 Closed
AWA
323
Arkadios Wealth Advisors
Georgia
– -$28.2K -677 Closed
CL
324
Cabana LLC
Arkansas
– -$17K -432 Closed
WQ
325
Wealth Quarterback
New Jersey
– -$10.6K -267 Closed
10 11 12
13
14