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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 %
TCM
51
Tradition Capital Management
New Jersey
$4.02M 114,333 +46,780 +69%
QA
52
Quantitative Advantage
Minnesota
$3.97M 112,925 +12,260 +12%
PWAG
53
Polaris Wealth Advisory Group
California
$3.9M 109,612 +164 +0.1%
TC
54
TownSquare Capital
Utah
$3.85M 109,537 +66,355 +154%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$3.84M 109,245 +31,435 +40%
Goldman Sachs
56
Goldman Sachs
New York
$3.83M 108,826 +108,826 New
AF
57
Advisornet Financial
Minnesota
$3.68M 104,664 +4,034 +4%
LA
58
LexAurum Advisors
Kansas
$3.61M 102,614 +8,813 +9%
LFG
59
LifePlan Financial Group
Ohio
$3.52M 99,937 +8,933 +10%
JIC
60
JRM Investment Counsel
Nebraska
$3.45M 98,064 -234 -0.2%
Wells Fargo
61
Wells Fargo
California
$3.32M 94,255 -67,940 -42%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$3.01M 82,562 +24,577 +42%
Principal Financial Group
63
Principal Financial Group
Iowa
$2.99M 85,110 -20,444 -19%
GSC
64
G&S Capital
Colorado
$2.95M 83,907 +2,334 +3%
GLA
65
Great Lakes Advisors
Illinois
$2.54M 72,263 +30,595 +73%
BC
66
Brio Consultants
California
$2.45M 69,753 -7,337 -10%
SCM
67
Sterneck Capital Management
Missouri
$2.38M 67,525 +11,300 +20%
BWM
68
Bernicke Wealth Management
Wisconsin
$2.36M 67,071 +3,473 +5%
LCM
69
LVM Capital Management
Michigan
$2.26M 64,365 – –
SFG
70
SNS Financial Group
Minnesota
$2.19M 62,149 +4,765 +8%
WFWM
71
Wechter Feldman Wealth Management
New Jersey
$2.17M 61,791 +13,107 +27%
RMAM
72
Raab & Moskowitz Asset Management
New Jersey
$2.13M 60,647 +18,605 +44%
CI
73
CX Institutional
Indiana
$2.04M 57,997 -956,668 -94%
VBFP
74
Valtinson Bruner Financial Planning
Minnesota
$2.01M 57,149 -4,165 -7%
AW
75
ACG Wealth
Georgia
$1.95M 55,298 -7,903 -13%
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