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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 %
SB
51
Strategic Blueprint
Georgia
$8.29M +$1.57M +39,394 +23%
NAS
52
Nicolet Advisory Services
Wisconsin
$8.2M -$2.66M -66,659 -24%
PWA
53
Peterson Wealth Advisors
Utah
$8.01M +$410K +10,285 +5%
GLA
54
Great Lakes Advisors
Illinois
$7.95M +$3.45M +86,534 +77%
SW
55
SlateStone Wealth
Florida
$7.73M -$75.8K -1,902 -1%
AWM
56
AE Wealth Management
Kansas
$7.68M +$5.36M +134,588 +232%
CAGAS
57
Capital Advisory Group Advisory Services
Minnesota
$7.42M +$1.83M +45,898 +33%
PFG
58
PAX Financial Group
Texas
$7.42M +$7.42M +178,362 New
LFG
59
Larson Financial Group
Missouri
$7.37M +$114K +2,857 +2%
5L
60
55I LLC
Massachusetts
$7.32M +$1.96M +49,259 +37%
AWA
61
Arete Wealth Advisors
Illinois
$7.25M +$198K +4,974 +3%
PFA
62
Professional Financial Advisors
Nebraska
$7.04M +$7.04M +176,667 New
JWM
63
Jackson Wealth Management
Florida
$6.75M -$89.6K -2,203 -1%
CFS
64
Cannon Financial Strategists
Georgia
$6.73M +$743K +18,630 +12%
HB
65
Homrich & Berg
Georgia
$6.55M -$1.84M -46,193 -22%
TAM
66
Tradition Asset Management
Virginia
$6.08M -$50.2K -1,259 -0.8%
LA
67
LexAurum Advisors
Kansas
$5.68M +$1.04M +26,018 +22%
BWP
68
Bernardo Wealth Planning
Pennsylvania
$5.59M +$990K +24,829 +21%
BAM
69
Belpointe Asset Management
Nevada
$5.47M +$2.87M +72,007 +110%
SFG
70
StrategIQ Financial Group
Indiana
$5.46M +$149K +3,733 +3%
QA
71
Quantitative Advantage
Minnesota
$5.39M -$35.2K -884 -0.6%
SS
72
Simplicity Solutions
Minnesota
$5.39M +$3.28M +82,338 +156%
GSC
73
G&S Capital
Colorado
$4.62M +$476K +11,934 +11%
SHIM
74
Stone House Investment Management
Pennsylvania
$4.39M -$341K -8,565 -7%
Wells Fargo
75
Wells Fargo
California
$4.39M +$1.72M +43,233 +65%
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