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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.

New
Increased
Maintained
Reduced
Closed
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
FormulaFolio Investments
Michigan
$77.4M
2
AF
Allworth Financial
California
$634M
3
Truist Financial
Truist Financial
North Carolina
$10.3M
4
AAS
Annex Advisory Services
Wisconsin
$95.1M
5
WP
WealthPLAN Partners
Nebraska
$17.4M

Top Sellers

1
SC
Savant Capital
Illinois
$8.33M
2
BL
Balentine LLC
Georgia
$114M
3
Jane Street
Jane Street
New York
$973K
4
NAS
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EP Wealth Advisors
California
$1.58M +$752K +18,878 +91%
BCB
127
Brian C. Broderick
$1.56M -$235K -5,900 -13%
IA
128
IFP Advisors
Florida
$1.46M -$69.2K -1,731 -5%
WI
129
WrapManager Inc
California
$1.45M +$1.45M +36,391 New
CPO
130
Cerity Partners OCIO
New York
$1.45M +$20.5K +500 +1%
DSN
131
D. Scott Neal
Kentucky
$1.42M -$29.9K -751 -2%
XF
132
XML Financial
Maryland
$1.38M +$1.38M +34,720 New
PWMG
133
Prestige Wealth Management Group
New Jersey
$1.37M – – –
FIM
134
Fernwood Investment Management
Massachusetts
$1.32M -$3.79K -95 -0.3%
FWM
135
FSA Wealth Management
Massachusetts
$1.32M +$1.32M +33,030 New
GP
136
Girard Partners
Pennsylvania
$1.29M +$683K +17,138 +112%
MSAM
137
Moloney Securities Asset Management
Missouri
$1.24M +$1.24M +31,167 New
GBBWRPM
138
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.21M -$54K -1,355 -4%
LNC
139
Lincoln National Corp
Pennsylvania
$1.19M -$12K -300 -1%
W
140
Wealthquest
Ohio
$1.17M -$366K -9,195 -24%
WWM
141
WT Wealth Management
Arizona
$1.17M +$1.17M +29,300 New
MWM
142
McNaughton Wealth Management
California
$1.12M +$1.12M +28,243 New
JWA
143
JFS Wealth Advisors
Pennsylvania
$1.11M +$6.18K +155 +0.6%
CA
144
Calton & Associates
Florida
$1.1M +$874K +21,944 +384%
TWM
145
Trinity Wealth Management
Pennsylvania
$1.09M +$1.09M +27,294 New
ZIG
146
Zurich Insurance Group
Switzerland
$1.07M +$838K +22,344 +369%
APA
147
American Portfolios Advisors
New York
$1.06M +$1,000K +25,077 +1,585%
RC
148
Roundview Capital
New Jersey
$1.04M +$134K +3,373 +15%
PG
149
Prostatis Group
Maryland
$1.03M +$1.03M +25,952 New
MIM
150
Moseley Investment Management
Florida
$1.02M -$97.4K -2,443 -9%
4 5
6
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