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

289 hedge funds and large institutions have $2.48B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 13 closing their positions.

Holders
289
Holders Change
+62
Holders Change %
+27.31%
% of All Funds
5.71%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
78
Increased
106
Reduced
79
Closed
13
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
AFG
1
Affinia Financial Group
Massachusetts
$63.9M
2
FI
2
FormulaFolio Investments
Michigan
$77.4M
3
BIP
3
Blueprint Investment Partners
North Carolina
$32.4M
4
SPA
4
Sentinel Pension Advisors
Massachusetts
$31.4M
5
TF
5
TRH Financial
Iowa
$30.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$8.33M
2
BL
2
Balentine LLC
Georgia
$114M
3
Jane Street
3
Jane Street
New York
$973K
4
NAS
4
Nicolet Advisory Services
Wisconsin
$8.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$634M 15,906,933 +381,530 +2%
BL
2
Balentine LLC
Georgia
$114M 2,859,690 -148,319 -5%
PPA
3
Parametric Portfolio Associates
Washington
$104M 2,611,349 -21,467 -0.8%
AAS
4
Annex Advisory Services
Wisconsin
$95.1M 2,385,065 +256,253 +12%
FI
5
FormulaFolio Investments
Michigan
$77.4M 1,940,950 +1,288,558 +198%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$71.7M 1,797,697 +33,972 +2%
AFG
7
Affinia Financial Group
Massachusetts
$63.9M 1,650,160 +1,650,160 New
BCI
8
Brinker Capital Investments
Pennsylvania
$58.3M 1,461,412 -61,361 -4%
SFP
9
Shepherd Financial Partners
Massachusetts
$55.8M 1,400,274 +34,010 +2%
AWA
10
ARS Wealth Advisors
Florida
$48.8M 1,224,819 +36,634 +3%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 – –
BFG
12
Barber Financial Group
Kansas
$41.8M 1,048,195 +1,378 +0.1%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$34.7M 871,498 +14,642 +2%
BIP
14
Blueprint Investment Partners
North Carolina
$32.4M 813,835 +813,835 New
SPA
15
Sentinel Pension Advisors
Massachusetts
$31.4M 787,446 +787,446 New
TF
16
TRH Financial
Iowa
$30.4M 761,227 +761,227 New
LPL Financial
17
LPL Financial
California
$29.9M 750,326 +101,629 +16%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$29.6M 743,728 +113,993 +18%
WEPOG
19
Wealth Enhancement & Preservation of GA
Georgia
$26.9M 673,783 +673,783 New
UBS Group
20
UBS Group
Switzerland
$26.4M 663,260 +6,021 +0.9%
CIA
21
Compass Ion Advisors
Pennsylvania
$26.3M 659,296 +659,296 New
FSG
22
Financial Strategies Group
Michigan
$25.8M 647,608 +647,608 New
AG
23
Advisor Group
Arizona
$25M 626,188 +45,311 +8%
PFA
24
Pure Financial Advisors
California
$20.4M 510,888 -19,492 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$19.4M 486,755 -4,836 -1%
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