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

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
PAG
3
Private Advisor Group
New Jersey
$50M
4
BIP
4
Blueprint Investment Partners
North Carolina
$36.2M
5
RW
5
RVW Wealth
California
$19M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
26
Winch Advisory Services
Wisconsin
$19.1M 505,205 +4,781 +1%
RW
27
RVW Wealth
California
$19M 503,808 +503,808 New
PFA
28
Pure Financial Advisors
California
$17.3M 457,832 -47,559 -9%
BL
29
Balentine LLC
Georgia
$16.7M 442,150 -24,768 -5%
SA
30
Stewardship Advisors
Pennsylvania
$16.6M 438,227 +13,905 +3%
K
31
Kemper
Illinois
$16.1M 425,000 – –
IWP
32
IAG Wealth Partners
Wisconsin
$14.7M 390,293 +161,633 +71%
MHR
33
Matthew Hamilton Rosenberg
$13.9M 367,390 -51,521 -12%
GLA
34
Great Lakes Advisors
Illinois
$13.8M 364,794 +100,069 +38%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$13.6M 359,125 +359,125 New
Ameriprise
36
Ameriprise
Minnesota
$13.1M 347,538 +61,854 +22%
LFGH
37
Lee Financial Group Hawaii
Hawaii
$13M 343,651 -23,406 -6%
Bank of America
38
Bank of America
North Carolina
$12.8M 337,873 -899 -0.3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$12.1M 319,893 +6,626 +2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$12M 316,339 +164,831 +109%
ST
41
Sentinel Trust
Texas
$11.3M 299,250 -108,000 -27%
RA
42
RFG Advisory
Alabama
$11.2M 297,078 +30,883 +12%
SWP
43
Stratos Wealth Partners
Ohio
$11M 290,784 +290,784 New
EK
44
Evensky & Katz
Florida
$10.4M 274,489 -4,606 -2%
WAG
45
Winthrop Advisory Group
Massachusetts
$10.2M 269,380 +350 +0.1%
PWA
46
Peterson Wealth Advisors
Utah
$9.6M 254,195 +6,934 +3%
WP
47
WealthPLAN Partners
Nebraska
$8.84M 214,330 +9,546 +5%
AWA
48
Arete Wealth Advisors
Illinois
$8.48M 224,377 +83,337 +59%
IF
49
IRON Financial
Illinois
$8.47M 224,088 +9,073 +4%
PA
50
Parallel Advisors
California
$8.33M 220,425 +136,505 +163%
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