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SPDR Portfolio S&P 1500 Composite Stock Market ETF

631 hedge funds and large institutions have $5.97B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 220 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less funds holding in top 10

Funds holding in top 10: 7574 (-1)

15% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 258

15% less capital invested

Capital invested by funds: $7.05B → $5.97B (-$1.08B)

Holders
631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$578K
Puts
$279K
Net Calls
Net Calls Change

Top Sellers

1 -$248M
2 -$104M
3 -$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
M
226
MATAURO
New York
$2.04M
MWM
227
Modera Wealth Management
New Jersey
$2.03M
WIM
228
Westside Investment Management
California
$1.96M
TC
229
Trilogy Capital
California
$1.92M
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M
Jones Financial Companies
231
Jones Financial Companies
Missouri
$1.9M
SC
232
SouthState Corp
Florida
$1.89M
OFS
233
OneAscent Financial Services
Alabama
$1.87M
AWM
234
Axxcess Wealth Management
California
$1.86M
NWM
235
Northwest Wealth Management
Iowa
$1.83M
MFG
236
Merit Financial Group
Georgia
$1.83M
WIM
237
WealthPlan Investment Management
Nebraska
$1.81M
LWM
238
LJI Wealth Management
Indiana
$1.8M
CWM
239
Cahill Wealth Management
Michigan
$1.79M
LA
240
LexAurum Advisors
Kansas
$1.76M
VCM
241
Virtue Capital Management
Tennessee
$1.75M
JGIA
242
Jackson Grant Investment Advisers
Connecticut
$1.74M
NAS
243
NWF Advisory Services
California
$1.74M
WFP
244
Wrenne Financial Planning
Kentucky
$1.72M
OPWM
245
Oakwell Private Wealth Management
Texas
$1.71M
BCB
246
Brian C. Broderick
$1.7M
BPA
247
Beacon Pointe Advisors
California
$1.69M
SPC
248
Sigma Planning Corp
Michigan
$1.67M
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$1.66M
AWS
250
Atria Wealth Solutions
New York
$1.66M