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

303 hedge funds and large institutions have $1.9B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
33
Increased
103
Reduced
123
Closed
24
Calls
$14M
Puts
–
Net Calls
+$14M
Net Calls Change
+$13M

Top Buyers

1
FQ
1
First Quadrant
California
$56M
2
LPL Financial
2
LPL Financial
California
$146M
3
SCA
3
Snowden Capital Advisors
New York
$14.5M
4
FI
4
FormulaFolio Investments
Michigan
$58M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$39.9M

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$297K
3
SFS
3
Sowell Financial Services
Arkansas
$366K
4
WP
4
WealthPLAN Partners
Nebraska
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$146M 3,560,775 +386,948 +12%
AAS
2
Annex Advisory Services
Wisconsin
$105M 2,574,416 +13,556 +0.5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$87.4M 2,026,714 +54,635 +3%
BSWM
4
Boston Standard Wealth Management
Massachusetts
$67.8M 1,658,989 -163,689 -9%
SFP
5
Shepherd Financial Partners
Massachusetts
$61.5M 1,503,559 +39,431 +3%
FI
6
FormulaFolio Investments
Michigan
$58M 1,418,245 +270,880 +24%
FQ
7
First Quadrant
California
$56M 1,370,525 +1,370,525 New
PAG
8
Private Advisor Group
New Jersey
$54.3M 1,327,591 +4,817 +0.4%
BCI
9
Brinker Capital Investments
Pennsylvania
$50.6M 1,236,825 -78,875 -6%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$48.3M 1,181,420 -27,069 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$43.1M 1,055,055 +23,105 +2%
BFG
13
Barber Financial Group
Kansas
$42M 1,027,830 -103,517 -9%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$39.9M 974,697 +234,845 +32%
AF
15
Allworth Financial
California
$38.5M 941,077 -56,391 -6%
TF
16
TRH Financial
Iowa
$34.1M 833,111 +31,499 +4%
RIM
17
Rockbridge Investment Management
New York
$30.6M 748,938 +80,125 +12%
FSG
18
Financial Strategies Group
Michigan
$28.6M 698,411 -9,021 -1%
AWA
19
ARS Wealth Advisors
Florida
$28.5M 697,213 +8,914 +1%
Morgan Stanley
20
Morgan Stanley
New York
$26.3M 642,685 +22,723 +4%
SPA
21
Sentinel Pension Advisors
Massachusetts
$25M 611,703 +38,446 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$24.9M 609,838 -19,960 -3%
SWM
23
SigFig Wealth Management
California
$21.6M 531,822 +7,839 +1%
RW
24
RVW Wealth
California
$20.7M 506,008 +2,200 +0.4%
UCFA
25
United Capital Financial Advisors
Texas
$20.3M 496,946 -17,960 -3%
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