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

204 hedge funds and large institutions have $1.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.42%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
34
Increased
88
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$44.8M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$32.8M
3
AF
3
Allworth Financial
California
$479M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16M
5
BTS
5
BB&T Securities
Virginia
$11.9M

Top Sellers

1
CI
1
CX Institutional
Indiana
$2.04M
2
UBS Group
2
UBS Group
Switzerland
$11M
3
Bank of America
3
Bank of America
North Carolina
$9.75M
4
CG
4
CFO4Life Group
Texas
$868K
5
TWM
5
TLW Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$619K – – –
HIM
127
Hanlon Investment Management
New Jersey
$569K +$569K +16,160 New
DAS
128
Dynamic Advisor Solutions
Arizona
$568K +$2.36K +67 +0.4%
PFC
129
Personal Financial Consultants
California
$550K -$583K -16,568 -51%
BF
130
BOK Financial
Oklahoma
$547K -$9.84K -280 -2%
CW
131
CreativeOne Wealth
Kansas
$545K +$185K +5,257 +51%
CA
132
Cetera Advisors
Colorado
$543K +$543K +15,145 New
PWM
133
Paulson Wealth Management
Illinois
$540K +$39.8K +1,131 +8%
BJL
134
Brighton Jones LLC
Washington
$528K -$81.8K -2,324 -13%
MIM
135
Moseley Investment Management
Florida
$528K +$528K +15,001 New
ODCM
136
Old Dominion Capital Management
Virginia
$527K -$7.74K -211 -1%
TCM
137
Telos Capital Management
California
$525K +$113K +3,222 +28%
RFN
138
RDA Financial Network
Iowa
$496K +$496K +13,744 New
SFS
139
Sowell Financial Services
Arkansas
$463K -$140K -3,995 -23%
RC
140
Roundview Capital
New Jersey
$385K +$385K +10,939 New
RCG
141
Ruggie Capital Group
Florida
$349K -$3.38M -96,105 -91%
NP
142
NorthRock Partners
Minnesota
$326K -$73.9K -2,100 -18%
KLI
143
Kelman-Lazarov Inc
Tennessee
$322K – – –
DWM
144
Darwin Wealth Management
Florida
$317K -$51.5K -1,462 -14%
Lido Advisors
145
Lido Advisors
California
$304K +$304K +8,662 New
SWM
146
Stockman Wealth Management
Montana
$302K – – –
JGIA
147
Jackson Grant Investment Advisers
Connecticut
$282K -$23.7K -674 -8%
Comerica Bank
148
Comerica Bank
Texas
$280K – – –
SWP
149
Stratos Wealth Partners
Ohio
$269K – – –
PCP
150
Proficio Capital Partners
Massachusetts
$257K +$257K +7,300 New
4 5
6
7 8