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

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$538M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
4
Annex Advisory Services
Wisconsin
$72.9M
5
APA
5
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
1
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
2
IRON Financial
Illinois
$10.5M
3
BTS
3
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFWM
76
Wechter Feldman Wealth Management
New Jersey
$2.31M +$58.2K +1,597 +3%
Creative Planning
77
Creative Planning
Kansas
$2.24M +$302K +8,270 +16%
BBHC
78
Brown Brothers Harriman & Co
New York
$1.97M – – –
WCM
79
Wealthcare Capital Management
Virginia
$1.96M -$15.5K -425 -0.8%
VBFP
80
Valtinson Bruner Financial Planning
Minnesota
$1.96M -$128K -3,513 -6%
WS
81
Wedbush Securities
California
$1.94M +$898K +24,613 +86%
AW
82
ACG Wealth
Georgia
$1.9M -$120K -3,286 -6%
CFGF
83
Compass Financial Group (Florida)
Florida
$1.89M +$13.6K +373 +0.7%
TCM
84
Towercrest Capital Management
Pennsylvania
$1.82M +$289K +7,917 +19%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$1.81M +$106K +2,903 +6%
CAGAS
86
Capital Advisory Group Advisory Services
Minnesota
$1.81M +$191K +5,222 +12%
Principal Financial Group
87
Principal Financial Group
Iowa
$1.8M -$1.3M -35,720 -42%
AWMG
88
Alliance Wealth Management Group
New Jersey
$1.79M +$254K +6,974 +17%
MWC
89
MBM Wealth Consultants
Missouri
$1.78M +$272K +7,455 +18%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$1.75M +$99K +2,687 +6%
GWM
91
Geneos Wealth Management
Colorado
$1.71M +$346K +9,484 +25%
BCB
92
Brian C. Broderick
$1.64M – – –
TC
93
TownSquare Capital
Utah
$1.6M -$2.38M -65,553 -60%
JSL
94
JT Stratford LLC
Georgia
$1.57M +$52.3K +1,434 +3%
DIP
95
DT Investment Partners
Pennsylvania
$1.52M -$33.7K -925 -2%
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
$1.34M +$256K +7,017 +24%
DSN
97
D. Scott Neal
Kentucky
$1.33M +$16.4K +450 +1%
CPO
98
Cerity Partners OCIO
New York
$1.32M -$80.4K -2,205 -6%
AF
99
Aldebaran Financial
$1.32M +$208K +5,706 +19%
GBBWRPM
100
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.31M +$451K +12,380 +52%
2 3
4
5 6