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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.

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

Top Sellers

1
SC
1
Savant Capital
Illinois
$8.33M
2
BL
2
Balentine LLC
Georgia
$114M
3
Jane Street
3
Jane Street
New York
$973K
4
NAS
4
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$18.8M +$2.94M +73,788 +19%
SWM
27
SigFig Wealth Management
California
$18.5M +$340K +8,526 +2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$18.4M -$15.3K -383 -0.1%
SA
29
Stewardship Advisors
Pennsylvania
$17.7M +$17.7M +443,534 New
WFPG
30
Waller Financial Planning Group
Ohio
$17.4M +$102K +2,552 +0.6%
WP
31
WealthPLAN Partners
Nebraska
$17.4M +$5.87M +140,705 +51%
K
32
Kemper
Illinois
$16.9M – – –
WAS
33
Winch Advisory Services
Wisconsin
$16.2M -$50.4K -1,264 -0.3%
LFGH
34
Lee Financial Group Hawaii
Hawaii
$15.6M +$2.54M +63,603 +19%
Ameriprise
35
Ameriprise
Minnesota
$15.2M -$576K -14,452 -4%
Bank of America
36
Bank of America
North Carolina
$15M +$13.6K +342 +0.1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$14M +$1.96M +50,368 +16%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$13.4M +$1.74M +43,581 +15%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.2M -$2.65M -65,994 -17%
MA
40
Mutual Advisors
Nebraska
$12.8M +$1.03M +25,766 +9%
GRP
41
Global Retirement Partners
California
$11.7M +$520K +13,053 +5%
Morgan Stanley
42
Morgan Stanley
New York
$11.2M +$344K +8,634 +3%
RA
43
RFG Advisory
Alabama
$11.1M +$2.24M +56,259 +25%
PA
44
Parallel Advisors
California
$10.4M +$554K +13,911 +6%
Truist Financial
45
Truist Financial
North Carolina
$10.3M +$10.3M +257,526 New
ACA
46
Aptus Capital Advisors
Alabama
$9.77M +$3.38M +84,818 +53%
EK
47
Evensky & Katz
Florida
$9.69M +$589K +14,775 +6%
CI
48
CX Institutional
Indiana
$9.31M +$4.6M +115,414 +98%
SC
49
Savant Capital
Illinois
$8.33M -$7.98M -200,158 -49%
IF
50
IRON Financial
Illinois
$8.32M +$1.67M +41,942 +25%
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