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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 %
SCA
151
Snowden Capital Advisors
New York
$257K -$2.84M -80,758 -92%
GLA
152
Good Life Advisors
Pennsylvania
$248K +$17.4K +495 +8%
PAG
153
Private Advisor Group
New Jersey
$241K – – –
TF
154
TLWM Financial
Texas
$240K +$240K +6,661 New
CIA
155
Capital Investment Advisors
Georgia
$234K -$4.85K -138 -2%
RW
156
REDW Wealth
New Mexico
$232K +$232K +6,592 New
Renaissance Technologies
157
Renaissance Technologies
New York
$232K +$232K +6,600 New
NWM
158
Northwest Wealth Management
Iowa
$229K +$164K +4,671 +254%
ATFA
159
All Terrain Financial Advisors
Minnesota
$228K -$33.4K -948 -13%
CS
160
Credit Suisse
Switzerland
$212K -$413K -11,748 -66%
AWM
161
AE Wealth Management
Kansas
$208K +$208K +5,922 New
MCM
162
Murphy Capital Management
New Jersey
$206K +$206K +5,860 New
SP
163
Successful Portfolios
Florida
$204K +$204K +5,790 New
AC
164
Alexandria Capital
Virginia
$204K +$204K +5,816 New
BBA
165
Braun-Bostich & Associates
Pennsylvania
$189K -$255K -7,252 -57%
FWM
166
Focused Wealth Management
New York
$180K -$5.01M -142,236 -97%
SFSG
167
Stearns Financial Services Group
North Carolina
$118K +$118K +3,347 New
IA
168
IFP Advisors
Florida
$100K -$1.15M -32,631 -92%
RCA
169
Rowland Carmichael Advisors
Arizona
$99K -$1.02M -28,881 -91%
Loomis, Sayles & Company
170
Loomis, Sayles & Company
Massachusetts
$97K – – –
SIS
171
Sound Income Strategies
Florida
$90K -$64.3K -1,835 -42%
AIP
172
Ameritas Investment Partners
Nebraska
$78K +$18.1K +518 +30%
AWM
173
Avior Wealth Management
Nebraska
$63K – – –
ADL
174
Asset Dedication LLC
California
$61K +$2.27K +65 +4%
MFT
175
Moisand Fitzgerald Tamayo
Florida
$57K +$1.75K +50 +3%
5 6
7
8 9