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

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
TF
3
TRH Financial
Iowa
$30.9M
4
PAG
4
Private Advisor Group
New Jersey
$50M
5
BIP
5
Blueprint Investment Partners
North Carolina
$36.2M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$120M 3,173,827 +1,409,892 +80%
AAS
2
Annex Advisory Services
Wisconsin
$96.7M 2,560,860 +132,020 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$78.8M 1,972,079 +993,997 +102%
BSWM
4
Boston Standard Wealth Management
Massachusetts
$68.9M 1,822,678 +40,252 +2%
SFP
5
Shepherd Financial Partners
Massachusetts
$55.3M 1,464,128 +1,724 +0.1%
PAG
6
Private Advisor Group
New Jersey
$50M 1,322,774 +787,324 +147%
BCI
7
Brinker Capital Investments
Pennsylvania
$49.7M 1,315,700 -55,757 -4%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$45.7M 1,208,489 -23,269 -2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 – –
FI
10
FormulaFolio Investments
Michigan
$43.3M 1,147,365 +102,008 +10%
BFG
11
Barber Financial Group
Kansas
$42.7M 1,131,347 +51,166 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$39M 1,031,950 -179,859 -15%
AF
13
Allworth Financial
California
$37.7M 997,468 -144,136 -13%
BIP
14
Blueprint Investment Partners
North Carolina
$36.2M 957,805 +780,714 +441%
TF
15
TRH Financial
Iowa
$30.9M 801,612 +801,612 New
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$28M 739,852 -201,074 -21%
FSG
17
Financial Strategies Group
Michigan
$26.7M 707,432 +25,983 +4%
AWA
18
ARS Wealth Advisors
Florida
$26M 688,299 -17,493 -2%
RIM
19
Rockbridge Investment Management
New York
$25.3M 668,813 +668,813 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$23.8M 629,798 +112,309 +22%
Morgan Stanley
21
Morgan Stanley
New York
$23.4M 619,962 -33,380 -5%
SPA
22
Sentinel Pension Advisors
Massachusetts
$21.7M 573,257 -78,097 -12%
UBS Group
23
UBS Group
Switzerland
$20.3M 537,278 -2,879 -0.5%
SWM
24
SigFig Wealth Management
California
$19.8M 523,983 +41,006 +8%
UCFA
25
United Capital Financial Advisors
Texas
$19.5M 514,906 +1,895 +0.4%
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