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

169 hedge funds and large institutions have $1.3B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.44%
New
34
Increased
84
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$553M
2
BTS
2
BB&T Securities
Virginia
$20.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$15.8M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
JFA
2
JNBA Financial Advisors
Minnesota
$0
3
FI
3
FormulaFolio Investments
Michigan
$35M
4
RA
4
RFG Advisory
Alabama
$5.13M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
126
Personal Financial Consultants
California
$228K +$228K +6,308 New
JWS
127
Juncture Wealth Strategies
Arizona
$227K +$227K +6,260 New
RC
128
Roundview Capital
New Jersey
$220K -$15.1K -418 -6%
Lido Advisors
129
Lido Advisors
California
$217K +$217K +6,000 New
PMFA
130
Plante Moran Financial Advisors
Michigan
$213K +$213K +5,885 New
PWM
131
Paulson Wealth Management
Illinois
$201K +$201K +5,942 New
SIS
132
Sound Income Strategies
Florida
$195K +$160K +4,419 +451%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$181K +$174K +4,818 +2,590%
CWM
134
Cornerstone Wealth Management
Missouri
$133K -$147 -28 -0.1%
CCMW
135
Cypress Capital Management (Wyoming)
Wyoming
$89K +$89K +2,448 New
ADL
136
Asset Dedication LLC
California
$82K +$35K +991 +74%
SWP
137
Stratos Wealth Partners
Ohio
$81K +$81K +2,250 New
GI
138
Gradient Investments
Minnesota
$76K +$69.8K +1,940 +1,121%
RMAM
139
Raab & Moskowitz Asset Management
New Jersey
$76K +$76K +2,127 New
BlackRock
140
BlackRock
New York
$64K +$4.74K +131 +8%
AWM
141
Avior Wealth Management
Nebraska
$63K +$55.5K +1,521 +735%
NWM
142
Northwest Wealth Management
Iowa
$59K – – –
HNB
143
Huntington National Bank
Ohio
$58K – – –
ECM
144
Exchange Capital Management
Michigan
$55K -$73.6K -2,040 -57%
AA
145
Ancora Advisors
Ohio
$55K +$55K +1,529 New
APA
146
American Portfolios Advisors
New York
$53.2K – – –
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$50K +$9.23K +257 +23%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$48K +1,319 New
TPWA
149
TRUE Private Wealth Advisors
Oregon
$45.7K +$45.7K +1,262 New
CB
150
CNB Bank
Pennsylvania
$45K +$45K +1,230 New
4 5
6
7 8