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

191 hedge funds and large institutions have $1.41B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 24 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
4.26%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.62%
New
48
Increased
82
Reduced
42
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
1
Balentine LLC
Georgia
$93.1M
2
PPA
2
Parametric Portfolio Associates
Washington
$86M
3
CI
3
CX Institutional
Indiana
$31.4M
4
Bank of America
4
Bank of America
North Carolina
$29.1M
5
AAS
5
Annex Advisory Services
Wisconsin
$48.2M

Top Sellers

1
AF
1
Allworth Financial
California
$395M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
BTS
3
BB&T Securities
Virginia
$206K
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$8.84M +$3.48M +112,428 +65%
WP
27
WealthPLAN Partners
Nebraska
$8.75M +$146K +4,201 +2%
RJA
28
Raymond James & Associates
Florida
$8.58M +$8.58M +277,516 New
Ameriprise
29
Ameriprise
Minnesota
$8.26M +$610K +19,736 +8%
Jane Street
30
Jane Street
New York
$8.1M +$4.57M +147,863 +130%
Morgan Stanley
31
Morgan Stanley
New York
$8.05M +$2.87M +92,925 +56%
WAS
32
Winch Advisory Services
Wisconsin
$7.58M -$65.8K -2,130 -0.9%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$6.69M +$4.66M +150,884 +230%
PWA
34
Peterson Wealth Advisors
Utah
$5.36M +$411K +13,311 +8%
Wells Fargo
35
Wells Fargo
California
$5.01M +$1.51M +48,979 +43%
LFG
36
Larson Financial Group
Missouri
$4.93M +$603K +19,493 +14%
JWM
37
Jackson Wealth Management
Florida
$4.92M -$6.55M -217,082 -57%
SW
38
SlateStone Wealth
Florida
$4.78M +$4.78M +154,626 New
FWM
39
Focused Wealth Management
New York
$4.55M +$4.54M +146,735 +24,016%
HB
40
Homrich & Berg
Georgia
$4.45M +$2.58M +83,450 +138%
WAM
41
Watermark Asset Management
California
$4.31M +$66.7K +2,158 +2%
5L
42
55I LLC
Massachusetts
$4.02M +$4.02M +130,094 New
RA
43
RFG Advisory
Alabama
$3.97M -$409K -13,218 -9%
SFG
44
StrategIQ Financial Group
Indiana
$3.69M +$98.8K +3,195 +3%
PWAG
45
Polaris Wealth Advisory Group
California
$3.38M +$987K +31,927 +41%
EK
46
Evensky & Katz
Florida
$3.35M +$1.34M +43,505 +67%
RCG
47
Ruggie Capital Group
Florida
$3.28M +$1.7M +54,985 +108%
Principal Financial Group
48
Principal Financial Group
Iowa
$3.26M +$3.26M +105,554 New
MA
49
Mutual Advisors
Nebraska
$3.22M +$2.12M +68,651 +193%
QA
50
Quantitative Advantage
Minnesota
$3.11M +$142K +4,601 +5%
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