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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
1
LPL Financial
California
$55.5M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$29.6M
3
PAG
3
Private Advisor Group
New Jersey
$16.8M
4
ST
4
Sentinel Trust
Texas
$12.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.5M

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 Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$1.31M -$155K -4,940 -11%
PSUF
127
People's United Financial
Connecticut
$1.29M +$1.29M +40,910 New
JIC
128
JRM Investment Counsel
Nebraska
$1.29M -$838K -26,645 -39%
OPS
129
Orion Portfolio Solutions
Nebraska
$1.23M -$184K -5,854 -13%
AWMG
130
Alliance Wealth Management Group
New Jersey
$1.23M -$364K -11,579 -23%
BCB
131
Brian C. Broderick
$1.2M -$31.4K -1,000 -3%
LFG
132
LifePlan Financial Group
Ohio
$1.19M -$708K -22,534 -37%
ADL
133
Asset Dedication LLC
California
$1.17M +$1.01M +32,153 +626%
GP
134
Girard Partners
Pennsylvania
$1.12M +$98.3K +3,129 +10%
FWM
135
FSA Wealth Management
Massachusetts
$1.12M +$78.4K +2,495 +8%
PWMG
136
Prestige Wealth Management Group
New Jersey
$1.06M -$17K -541 -2%
DSN
137
D. Scott Neal
Kentucky
$1.06M -$63.2K -2,009 -6%
APA
138
American Portfolios Advisors
New York
$964K +$126K +3,994 +15%
AWMS
139
Advocacy Wealth Management Services
Georgia
$955K +$955K +31,841 New
LNC
140
Lincoln National Corp
Pennsylvania
$950K +$13.3K +424 +1%
FIM
141
Fernwood Investment Management
Massachusetts
$949K -$95.9K -3,048 -9%
JWA
142
JFS Wealth Advisors
Pennsylvania
$946K +$74K +2,353 +8%
SWM
143
Sanctuary Wealth Management
Idaho
$929K -$1.11M -35,157 -54%
EWA
144
EP Wealth Advisors
California
$926K -$323K -10,268 -26%
RC
145
Roundview Capital
New Jersey
$891K +$66.9K +2,128 +8%
HR
146
Hayden Royal
North Carolina
$879K -$1.33M -42,138 -60%
MML Investors Services
147
MML Investors Services
Massachusetts
$875K -$896K -28,488 -51%
CA
148
Calton & Associates
Florida
$869K -$1.26K -40 -0.1%
SFP
149
Strategic Financial Planning
Texas
$806K +$806K +25,631 New
WCWM
150
Wooster Corthell Wealth Management
Connecticut
$799K +$799K +25,408 New
4 5
6
7 8