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

169 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.44%
New
34
Increased
84
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$553M
2
BTS
2
BB&T Securities
Virginia
$20.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$15.8M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
JFA
2
JNBA Financial Advisors
Minnesota
$0
3
FI
3
FormulaFolio Investments
Michigan
$35M
4
RA
4
RFG Advisory
Alabama
$5.13M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$2.38M +$1.45M +40,123 +157%
EK
52
Evensky & Katz
Florida
$2.34M +$783K +21,639 +50%
BAM
53
Belpointe Asset Management
Nevada
$2.33M +$1.61M +44,575 +225%
LCM
54
LVM Capital Management
Michigan
$2.33M +$2.33M +64,365 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$2.22M +$1.22M +33,751 +122%
HB
56
Homrich & Berg
Georgia
$2.19M +$919K +25,400 +72%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$2.19M +$717K +19,805 +49%
CFGF
58
Compass Financial Group (Florida)
Florida
$2.16M +$241K +6,664 +13%
BWM
59
Bernicke Wealth Management
Wisconsin
$2.13M +$12.8K +355 +0.6%
LA
60
LexAurum Advisors
Kansas
$2.12M +$817K +22,573 +63%
RIM
61
Redwood Investment Management
Arizona
$1.98M +$1.98M +54,769 New
RCG
62
Ruggie Capital Group
Florida
$1.85M -$358K -9,885 -16%
SFG
63
SNS Financial Group
Minnesota
$1.7M +$274K +7,575 +19%
WFWM
64
Wechter Feldman Wealth Management
New Jersey
$1.64M +$711K +19,626 +77%
BCB
65
Brian C. Broderick
$1.63M – – –
AWMG
66
Alliance Wealth Management Group
New Jersey
$1.53M +$652 +18 +0%
TCM
67
Towercrest Capital Management
Pennsylvania
$1.53M +$652 +18 +0%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.53M +$823K +22,731 +116%
TCM
69
Tradition Capital Management
New Jersey
$1.52M +$649K +17,929 +75%
WP
70
WealthSource Partners
California
$1.48M +$798K +22,025 +117%
MGIA
71
Moneta Group Investment Advisors
Missouri
$1.4M +$1.4M +38,682 New
GLA
72
Great Lakes Advisors
Illinois
$1.33M +$1.92K +53 +0.1%
GWA
73
Guidant Wealth Advisors
Illinois
$1.32M -$31.2K -864 -2%
FC
74
Ferris Capital
Massachusetts
$1.31M – – –
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.29M +$1.29M +35,667 New
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