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

369 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 26 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.5%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.76%
New
32
Increased
131
Reduced
161
Closed
26
Calls
$5.39M
Puts
$3.04M
Net Calls
+$2.35M
Net Calls Change
-$3.87M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
PAS
2
Park Avenue Securities
New York
$23.5M
3
BIP
3
Blueprint Investment Partners
North Carolina
$22.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M
5
PFA
5
Professional Financial Advisors
Nebraska
$19.8M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$6.73M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
BSWM
3
Boston Standard Wealth Management
Massachusetts
$23.6M
4
LFAS
4
Level Four Advisory Services
Texas
$1M
5
Ameriprise
5
Ameriprise
Minnesota
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$232M 4,717,066 +583,771 +14%
AAS
2
Annex Advisory Services
Wisconsin
$120M 2,435,117 -94,242 -4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$110M 2,187,725 +46,174 +2%
Wells Fargo
4
Wells Fargo
California
$67.5M 1,372,655 -70,768 -5%
SFP
5
Shepherd Financial Partners
Massachusetts
$66.1M 1,343,436 +25,862 +2%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$62.2M 1,264,022 +129,436 +11%
PAG
7
Private Advisor Group
New Jersey
$61.9M 1,258,497 +89,797 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$61.8M 1,256,927 +366,644 +41%
FQ
9
First Quadrant
California
$61.1M 1,241,528 -54,718 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$60.7M 1,233,743 -9,334 -0.8%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$53.1M 1,152,307 – –
BCI
12
Brinker Capital Investments
Pennsylvania
$46.3M 941,371 -204,858 -18%
BFG
13
Barber Financial Group
Kansas
$45.7M 928,056 -4,264 -0.5%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$44.8M 844,862 – –
AF
15
Allworth Financial
California
$44.3M 900,794 -21,590 -2%
RIM
16
Rockbridge Investment Management
New York
$43.2M 877,451 +73,094 +9%
TF
17
TRH Financial
Iowa
$42.5M 863,078 +10,306 +1%
AWA
18
ARS Wealth Advisors
Florida
$39.5M 802,973 +48,948 +6%
AIM
19
Astor Investment Management
Illinois
$36.6M 744,566 -71,383 -9%
FSG
20
Financial Strategies Group
Michigan
$35.6M 724,518 +2,509 +0.3%
SPA
21
Sentinel Pension Advisors
Massachusetts
$35.5M 721,494 +93,376 +15%
WFS
22
Weitzel Financial Services
Iowa
$34.1M 678,759 +13,400 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$32.7M 664,454 -5,679 -0.8%
SWM
24
SigFig Wealth Management
California
$30.5M 619,506 +70,236 +13%
RW
25
RVW Wealth
California
$30M 618,553 +90,420 +17%
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