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

37 hedge funds and large institutions have $94.1M invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Shepherd Financial Partners
Massachusetts
$55.3M
2
AWA
2
ARS Wealth Advisors
Florida
$4.55M
3
GLA
3
Great Lakes Advisors
Illinois
$2.88M
4
Ameriprise
4
Ameriprise
Minnesota
$1.95M
5
LPL Financial
5
LPL Financial
California
$8.68M

Top Sellers

1
NP
1
NorthRock Partners
Minnesota
$2.7M
2
HH
2
Hilltop Holdings
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$446K
4
CIA
4
Capital Investment Advisors
Georgia
$0
5
GWA
5
Guidant Wealth Advisors
Illinois
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
1
Shepherd Financial Partners
Massachusetts
$55.3M 315,258 +30,539 +11%
LPL Financial
2
LPL Financial
California
$8.68M 49,279 +6,499 +15%
AWA
3
ARS Wealth Advisors
Florida
$4.55M 25,789 +24,461 +1,842%
Morgan Stanley
4
Morgan Stanley
New York
$4.35M 24,664 +687 +3%
GLA
5
Great Lakes Advisors
Illinois
$2.88M 16,308 +16,308 New
NP
6
NorthRock Partners
Minnesota
$2.7M 15,263 -18,771 -55%
IP
7
Isthmus Partners
Wisconsin
$2.53M 14,352 +178 +1%
Ameriprise
8
Ameriprise
Minnesota
$1.95M 11,079 +11,079 New
BCB
9
Brian C. Broderick
$1.63M 9,270 – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.58M 8,952 +502 +6%
GWA
11
Guidant Wealth Advisors
Illinois
$1.37M 7,823 -840 -10%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$1.03M 5,853 +2,089 +55%
Bank of America
13
Bank of America
North Carolina
$796K 4,515 +862 +24%
AG
14
Advisor Group
Arizona
$699K 3,966 +325 +9%
ODCM
15
Old Dominion Capital Management
Virginia
$542K 3,076 -493 -14%
PTC
16
Private Trust Company
Ohio
$540K 3,068 – –
FHA
17
First Horizon Advisors
Tennessee
$533K 3,025 -330 -10%
Creative Planning
18
Creative Planning
Kansas
$446K 2,529 -2,239 -47%
Wells Fargo
19
Wells Fargo
California
$418K 2,368 +163 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$391K 2,220 +3 +0.1%
TYCC
21
Texas Yale Capital Corp
Florida
$329K 1,866 – –
KLI
22
Kelman-Lazarov Inc
Tennessee
$269K 1,525 – –
UBS Group
23
UBS Group
Switzerland
$157K 892 – –
ECM
24
Exchange Capital Management
Michigan
$106K 600 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$93K 529 -351 -40%
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