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

204 hedge funds and large institutions have $1.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.42%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
34
Increased
88
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$44.8M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$32.8M
3
AF
3
Allworth Financial
California
$479M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16M
5
BTS
5
BB&T Securities
Virginia
$11.9M

Top Sellers

1
CI
1
CX Institutional
Indiana
$2.04M
2
UBS Group
2
UBS Group
Switzerland
$11M
3
Bank of America
3
Bank of America
North Carolina
$9.75M
4
CG
4
CFO4Life Group
Texas
$868K
5
TWM
5
TLW Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$11.6M 328,448 +12,436 +4%
UBS Group
27
UBS Group
Switzerland
$11M 311,664 -675,318 -68%
Ameriprise
28
Ameriprise
Minnesota
$10.6M 300,119 +32,816 +12%
Bank of America
29
Bank of America
North Carolina
$9.75M 277,027 -663,418 -71%
WP
30
WealthPLAN Partners
Nebraska
$9.22M 259,771 +7,468 +3%
Morgan Stanley
31
Morgan Stanley
New York
$9.18M 261,065 +757 +0.3%
NAS
32
Nicolet Advisory Services
Wisconsin
$8.43M 239,598 +239,598 New
PA
33
Parallel Advisors
California
$7.87M 223,716 +223,716 New
5L
34
55I LLC
Massachusetts
$6.72M 191,001 +60,907 +47%
PWA
35
Peterson Wealth Advisors
Utah
$6.25M 172,972 -541 -0.3%
LFG
36
Larson Financial Group
Missouri
$5.98M 169,861 +10,472 +7%
HB
37
Homrich & Berg
Georgia
$5.8M 164,836 +20,856 +14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.68M 161,482 +129,004 +397%
AWA
39
Arete Wealth Advisors
Illinois
$5.62M 159,768 -328,376 -67%
RA
40
RFG Advisory
Alabama
$5.59M 158,859 +30,291 +24%
SW
41
SlateStone Wealth
Florida
$5.43M 154,458 -168 -0.1%
JWM
42
Jackson Wealth Management
Florida
$5.36M 152,469 -10,584 -6%
CFS
43
Cannon Financial Strategists
Georgia
$5.28M 150,138 +150,138 New
MA
44
Mutual Advisors
Nebraska
$4.88M 138,564 +34,433 +33%
SB
45
Strategic Blueprint
Georgia
$4.78M 135,788 +85,828 +172%
EK
46
Evensky & Katz
Florida
$4.65M 132,106 +23,865 +22%
UCFA
47
United Capital Financial Advisors
Texas
$4.43M 125,810 +34,800 +38%
SFG
48
StrategIQ Financial Group
Indiana
$4.28M 121,556 +2,272 +2%
SHIM
49
Stone House Investment Management
Pennsylvania
$4.19M 118,949 +42,543 +56%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$4.04M 114,856 +114,856 New
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