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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$479M 13,618,010 +828,692 +6%
BL
2
Balentine LLC
Georgia
$107M 3,046,562 +33,639 +1%
PPA
3
Parametric Portfolio Associates
Washington
$99.4M 2,824,422 +41,905 +2%
SFP
4
Shepherd Financial Partners
Massachusetts
$76.6M 2,177,740 -32,742 -1%
AAS
5
Annex Advisory Services
Wisconsin
$65.2M 1,852,512 +292,781 +19%
BCI
6
Brinker Capital Investments
Pennsylvania
$60.7M 1,725,561 +10,549 +0.6%
BSWM
7
Boston Standard Wealth Management
Massachusetts
$58.5M 1,643,502 +55,115 +3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 +628,313 +290%
AWA
9
ARS Wealth Advisors
Florida
$38.4M 1,092,327 +62,464 +6%
BFG
10
Barber Financial Group
Kansas
$38M 1,079,730 +76,195 +8%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$32.8M 932,257 +932,257 New
FI
12
FormulaFolio Investments
Michigan
$27M 767,838 -198,306 -21%
LPL Financial
13
LPL Financial
California
$20.4M 580,644 +25,599 +5%
IF
14
IRON Financial
Illinois
$20M 569,863 +33,318 +6%
PFA
15
Pure Financial Advisors
California
$18.2M 517,885 -13,484 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$16.5M 467,663 +30,978 +7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$16M 454,592 +446,612 +5,597%
AG
18
Advisor Group
Arizona
$15.8M 448,198 +162,171 +57%
K
19
Kemper
Illinois
$15M 425,000 – –
SWM
20
SigFig Wealth Management
California
$14.8M 420,409 +35,346 +9%
WFPG
21
Waller Financial Planning Group
Ohio
$14.1M 390,176 -4,081 -1%
WAS
22
Winch Advisory Services
Wisconsin
$13.9M 394,290 +149,026 +61%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$13.8M 393,258 +328,727 +509%
SWM
24
Sanctuary Wealth Management
Idaho
$11.9M 385,347 – –
BTS
25
BB&T Securities
Virginia
$11.9M 337,200 +330,513 +4,943%
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