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

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$11.8M 240,102 -19,334 -7%
PWA
52
Peterson Wealth Advisors
Utah
$11.6M 235,279 -18,046 -7%
IWP
53
IAG Wealth Partners
Wisconsin
$11.3M 229,250 -40,645 -15%
EK
54
Evensky & Katz
Florida
$11.3M 228,967 -25,166 -10%
TWA
55
Tillar-Wenstrup Advisors
Ohio
$10.9M 221,980 +1,805 +0.8%
SWP
56
Stratos Wealth Partners
Ohio
$10.5M 213,280 -12,524 -6%
HI
57
Harbour Investments
Wisconsin
$10.3M 210,035 +210,035 New
FWI
58
Facet Wealth Inc
Maryland
$10.1M 206,254 -15,917 -7%
NEWAS
59
N.E.W. Advisory Services
Wisconsin
$9.75M 196,067 +27,843 +17%
CW
60
CreativeOne Wealth
Kansas
$9.73M 197,822 +88,919 +82%
JCM
61
Jacobi Capital Management
Pennsylvania
$9.41M 191,385 -4,692 -2%
LFG
62
Larson Financial Group
Missouri
$9.18M 186,529 -4,302 -2%
LA
63
LexAurum Advisors
Kansas
$8.89M 180,793 -534 -0.3%
Creative Planning
64
Creative Planning
Kansas
$8.66M 176,025 +121,965 +226%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$8.62M 175,167 +47,746 +37%
BFS
66
Bickling Financial Services
Massachusetts
$8.3M 168,766 -32,876 -16%
CFS
67
Cannon Financial Strategists
Georgia
$8.05M 163,614 -3,415 -2%
PFG
68
PAX Financial Group
Texas
$7.89M 160,489 -9,174 -5%
SC
69
Savant Capital
Illinois
$7.34M 149,128 -11,236 -7%
SFG
70
StrategIQ Financial Group
Indiana
$7.04M 143,105 -3,265 -2%
FI
71
FormulaFolio Investments
Michigan
$6.73M 130,956 -997,968 -88%
WAM
72
WNY Asset Management
New York
$6.73M 136,796 -6,481 -5%
CPO
73
Cerity Partners OCIO
New York
$6.25M 127,098 -1,393 -1%
CWA
74
Centennial Wealth Advisory
Michigan
$6.22M 126,429 +9,300 +8%
OIA
75
OneDigital Investment Advisors
Kansas
$6.13M 124,592 +60,998 +96%
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