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

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
PAG
3
Private Advisor Group
New Jersey
$50M
4
BIP
4
Blueprint Investment Partners
North Carolina
$36.2M
5
RW
5
RVW Wealth
California
$19M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$977K 25,870 -158,550 -86%
EWA
152
EP Wealth Advisors
California
$977K 25,867 -3,563 -12%
RC
153
Roundview Capital
New Jersey
$971K 25,712 -2,610 -9%
ACA
154
Aptus Capital Advisors
Alabama
$968K 25,645 +968 +4%
ASN
155
Advisory Services Network
Georgia
$964K 25,518 +23,175 +989%
FIM
156
Fernwood Investment Management
Massachusetts
$949K 25,121 -5,039 -17%
TCM
157
Telos Capital Management
California
$914K 24,186 -306 -1%
WCWM
158
Wooster Corthell Wealth Management
Connecticut
$907K 23,999 -1,409 -6%
WWM
159
WT Wealth Management
Arizona
$907K 24,028 +24,028 New
WFA
160
Wade Financial Advisory
California
$893K 23,627 +3,743 +19%
PWMG
161
Prestige Wealth Management Group
New Jersey
$875K 23,165 -10,645 -31%
CBT
162
Capital Bank & Trust
California
$870K 23,025 – –
ADL
163
Asset Dedication LLC
California
$853K 22,641 -14,645 -39%
CWM
164
Cabot Wealth Management
Massachusetts
$852K 22,576 +14,540 +181%
TRCT
165
Tower Research Capital (TRC)
New York
$830K 21,969 -96,712 -81%
BSW
166
Buckingham Strategic Wealth
Missouri
$828K 21,918 -30,457 -58%
KM
167
Kalos Management
Georgia
$784K 19,000 -1,855 -9%
LNC
168
Lincoln National Corp
Pennsylvania
$762K 20,160 -10,058 -33%
CAL
169
Capital Analysts LLC
Pennsylvania
$747K 19,775 -39 -0.2%
BWP
170
Bernardo Wealth Planning
Pennsylvania
$737K 19,510 -24,523 -56%
DI
171
DAGCO Inc
Ohio
$732K 19,386 +6,058 +45%
IA
172
IFG Advisory
Georgia
$715K 18,929 +18,929 New
SFM
173
Signet Financial Management
New Jersey
$701K 17,059 +826 +5%
RPSA
174
Richard P. Slaughter Associates
Texas
$696K 18,417 -2,515 -12%
BF
175
BOK Financial
Oklahoma
$683K 18,058 +2,000 +12%
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