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

281 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 46 closing their positions.

Holders
281
Holders Change
-8
Holders Change %
-2.77%
% of All Funds
6.21%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.77%
New
44
Increased
102
Reduced
111
Closed
46
Calls
–
Puts
$519K
Net Calls
-$519K
Net Calls Change
-$522K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$38.1M
2
LPL Financial
2
LPL Financial
California
$55.5M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$29.6M
4
PAG
4
Private Advisor Group
New Jersey
$16.8M
5
MHR
5
Matthew Hamilton Rosenberg
$13.2M

Top Sellers

1
AF
1
Allworth Financial
California
$35.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.54M
3
BL
3
Balentine LLC
Georgia
$14.7M
4
FI
4
FormulaFolio Investments
Michigan
$32.9M
5
AFG
5
Affinia Financial Group
Massachusetts
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
101
CreativeOne Wealth
Kansas
$1.84M 58,597 +524 +0.9%
BC
102
Brio Consultants
California
$1.84M 58,471 -1,258 -2%
JSL
103
JT Stratford LLC
Georgia
$1.8M 57,198 +2,198 +4%
Creative Planning
104
Creative Planning
Kansas
$1.76M 56,035 -24,250 -30%
Jane Street
105
Jane Street
New York
$1.73M 55,128 +30,715 +126%
CPO
106
Cerity Partners OCIO
New York
$1.72M 54,738 +19,436 +55%
Truist Financial
107
Truist Financial
North Carolina
$1.66M 52,870 -204,656 -79%
XF
108
XML Financial
Maryland
$1.65M 52,357 +17,637 +51%
BSW
109
Buckingham Strategic Wealth
Missouri
$1.65M 52,375 +52,375 New
CFGF
110
Compass Financial Group (Florida)
Florida
$1.59M 50,633 -203 -0.4%
MWM
111
McNaughton Wealth Management
California
$1.58M 50,372 +22,129 +78%
AF
112
Aldebaran Financial
$1.58M 50,084 -7,231 -13%
AWA
113
ARQ Wealth Advisors
Arizona
$1.55M 49,145 +49,145 New
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$1.54M 48,891 -2,302 -4%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$1.51M 47,957 -459 -0.9%
SSWM
116
Sheets Smith Wealth Management
North Carolina
$1.48M 47,004 +47,004 New
TCM
117
Towercrest Capital Management
Pennsylvania
$1.45M 46,039 -5,608 -11%
OIA
118
OneDigital Investment Advisors
Kansas
$1.44M 41,859 -4,855 -10%
WCM
119
Wealthcare Capital Management
Virginia
$1.4M 44,505 -203 -0.5%
Principal Financial Group
120
Principal Financial Group
Iowa
$1.4M 44,456 -3,331 -7%
JPG
121
Jordan Park Group
California
$1.39M 44,284 +44,284 New
CAGAS
122
Capital Advisory Group Advisory Services
Minnesota
$1.39M 43,914 -141,981 -76%
BWP
123
Bernardo Wealth Planning
Pennsylvania
$1.38M 44,033 -96,314 -69%
BBHC
124
Brown Brothers Harriman & Co
New York
$1.38M 43,888 -10,000 -19%
DIP
125
DT Investment Partners
Pennsylvania
$1.31M 41,677 – –
3 4
5
6 7