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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 %
AF
76
Advisornet Financial
Minnesota
$4.24M -$135K -3,388 -3%
FFC
77
Fure Financial Corporation
Minnesota
$4.21M +$4.21M +105,623 New
TA
78
TCG Advisors
Texas
$4.19M +$1.65M +41,434 +65%
C
79
Clearshares
New York
$3.99M +$1.41M +35,300 +55%
RMAM
80
Raab & Moskowitz Asset Management
New Jersey
$3.84M +$517K +12,975 +16%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$3.84M -$116K -2,903 -3%
NEWAS
82
N.E.W. Advisory Services
Wisconsin
$3.81M +$3.81M +95,478 New
PAG
83
Private Advisor Group
New Jersey
$3.67M +$3.26M +81,868 +806%
HAS
84
HBW Advisory Services
California
$3.49M +$251K +6,245 +8%
MWM
85
MBE Wealth Management
Wisconsin
$3.49M +$3.49M +87,587 New
IP
86
Isthmus Partners
Wisconsin
$3.3M -$87.7K -2,204 -3%
Creative Planning
87
Creative Planning
Kansas
$3.2M -$1.14M -28,666 -26%
RIM
88
Redwood Investment Management
Arizona
$3M +$186K +4,665 +7%
HR
89
Hayden Royal
North Carolina
$2.91M +$2.13M +51,161 +270%
DWM
90
Doyle Wealth Management
Florida
$2.91M +$77.9K +1,954 +3%
EH
91
Equitable Holdings
New York
$2.87M +$2.87M +72,054 New
LCM
92
LVM Capital Management
Michigan
$2.72M +$44.2K +1,110 +2%
WFWM
93
Wechter Feldman Wealth Management
New Jersey
$2.69M -$384K -9,625 -12%
JIC
94
JRM Investment Counsel
Nebraska
$2.69M -$625K -15,678 -19%
SFG
95
SNS Financial Group
Minnesota
$2.68M +$80.7K +2,024 +3%
SCM
96
Sterneck Capital Management
Missouri
$2.65M +$96.1K +2,412 +4%
SWM
97
Sanctuary Wealth Management
Idaho
$2.58M -$246K -6,184 -9%
LFG
98
LifePlan Financial Group
Ohio
$2.41M -$1.21M -30,390 -33%
BC
99
Brio Consultants
California
$2.38M -$19.2K -481 -0.8%
WS
100
Wedbush Securities
California
$2.35M -$3.95K -99 -0.2%
2 3
4
5 6