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

227 hedge funds and large institutions have $1.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
29
Increased
116
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$570M
2
UBS Group
2
UBS Group
Switzerland
$24.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
GRP
4
Global Retirement Partners
California
$10.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.7M

Top Sellers

1
SFP
1
Shepherd Financial Partners
Massachusetts
$50.2M
2
PPA
2
Parametric Portfolio Associates
Washington
$96.7M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$55.9M
4
IF
4
IRON Financial
Illinois
$6.13M
5
APA
5
American Portfolios Advisors
New York
$58.1K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$570M 15,525,403 +778,644 +5%
BL
2
Balentine LLC
Georgia
$111M 3,008,009 -55,894 -2%
PPA
3
Parametric Portfolio Associates
Washington
$96.7M 2,632,816 -189,087 -7%
AAS
4
Annex Advisory Services
Wisconsin
$78.2M 2,128,812 +129,723 +6%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$64.8M 1,763,725 +48,029 +3%
BCI
6
Brinker Capital Investments
Pennsylvania
$55.9M 1,522,773 -163,063 -10%
SFP
7
Shepherd Financial Partners
Massachusetts
$50.2M 1,366,264 -859,176 -39%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 – –
AWA
9
ARS Wealth Advisors
Florida
$43.7M 1,188,185 +21,634 +2%
BFG
10
Barber Financial Group
Kansas
$38.5M 1,046,817 -63,168 -6%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$31.5M 856,856 -36,142 -4%
UBS Group
12
UBS Group
Switzerland
$24.1M 657,239 +376,741 +134%
FI
13
FormulaFolio Investments
Michigan
$24M 652,392 -83,075 -11%
LPL Financial
14
LPL Financial
California
$23.8M 648,697 +12,537 +2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$23.1M 629,735 +370,271 +143%
AG
16
Advisor Group
Arizona
$21.3M 580,877 +83,415 +17%
PFA
17
Pure Financial Advisors
California
$19.5M 530,380 -15,822 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$18.1M 491,591 +36,291 +8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$17M 461,992 -1,443 -0.3%
SWM
20
SigFig Wealth Management
California
$16.7M 455,376 +18,301 +4%
WFPG
21
Waller Financial Planning Group
Ohio
$16.3M 433,204 +20,244 +5%
K
22
Kemper
Illinois
$15.6M 425,000 – –
SC
23
Savant Capital
Illinois
$15M 409,170 +7,451 +2%
WAS
24
Winch Advisory Services
Wisconsin
$15M 408,775 +2,983 +0.7%
UCFA
25
United Capital Financial Advisors
Texas
$14.6M 396,986 +155,204 +64%
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