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

214 hedge funds and large institutions have $1.79B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
26
Increased
112
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$538M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$11.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.72M
4
AAS
4
Annex Advisory Services
Wisconsin
$72.9M
5
APA
5
American Portfolios Advisors
New York
$4.66M

Top Sellers

1
SWM
1
Sanctuary Wealth Management
Idaho
$3.36M
2
IF
2
IRON Financial
Illinois
$10.5M
3
BTS
3
BB&T Securities
Virginia
$5.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$543K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$538M +$41.2M +1,128,749 +8%
BL
2
Balentine LLC
Georgia
$112M +$632K +17,341 +0.6%
PPA
3
Parametric Portfolio Associates
Washington
$103M -$91.8K -2,519 -0.1%
SFP
4
Shepherd Financial Partners
Massachusetts
$81.1M +$1.74M +47,700 +2%
AAS
5
Annex Advisory Services
Wisconsin
$72.9M +$5.34M +146,577 +8%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$63.2M +$2.66M +72,194 +4%
BCI
7
Brinker Capital Investments
Pennsylvania
$61.5M -$1.45M -39,725 -2%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$44.8M – – –
AWA
9
ARS Wealth Advisors
Florida
$42.5M +$2.71M +74,224 +7%
BFG
10
Barber Financial Group
Kansas
$40.5M +$1.1M +30,255 +3%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$32.6M -$1.43M -39,259 -4%
FI
12
FormulaFolio Investments
Michigan
$26.8M -$1.18M -32,371 -4%
LPL Financial
13
LPL Financial
California
$23.2M +$2.02M +55,516 +10%
PFA
14
Pure Financial Advisors
California
$19.9M +$1.03M +28,317 +5%
AG
15
Advisor Group
Arizona
$18.1M +$1.8M +49,264 +11%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$16.9M +$322K +8,843 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$16.6M -$451K -12,363 -3%
SWM
18
SigFig Wealth Management
California
$15.9M +$608K +16,666 +4%
K
19
Kemper
Illinois
$15.5M – – –
WFPG
20
Waller Financial Planning Group
Ohio
$15.4M +$847K +22,784 +6%
WAS
21
Winch Advisory Services
Wisconsin
$14.8M +$419K +11,502 +3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$14.7M +$399K +10,940 +3%
SC
23
Savant Capital
Illinois
$14.6M +$2.67M +73,271 +22%
Bank of America
24
Bank of America
North Carolina
$14.1M +$3.97M +108,941 +39%
Ameriprise
25
Ameriprise
Minnesota
$13.1M +$2.15M +59,059 +20%
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