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

643 hedge funds and large institutions have $6.73B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
0.97%
New
63
Increased
224
Reduced
249
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$222M
2
SF
Symphony Financial
Texas
$46.9M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$39.2M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$180M
2
RA
RFG Advisory
Alabama
$35.2M
3
RW
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$143M
5
GWM
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
226
Westside Investment Management
California
$2.27M +$111K +1,476 +5%
FGC
227
Financial Gravity Companies
Texas
$2.26M +$2.26M +30,240 New
Financial Engines Advisors
228
Financial Engines Advisors
California
$2.26M +$2.26M +30,194 New
FEG
229
Financial Enhancement Group
Indiana
$2.24M -$240K -3,175 -10%
MWM
230
Modera Wealth Management
New Jersey
$2.22M -$21.6K -289 -1%
LAS
231
Legacy Advisory Services
Pennsylvania
$2.2M -$238K -3,183 -10%
OIM
232
Orca Investment Management
Oregon
$2.18M -$565K -7,551 -21%
NWM
233
Northwest Wealth Management
Iowa
$2.13M +$113K +1,513 +6%
OFS
234
OneAscent Financial Services
Alabama
$2.1M +$46.6K +622 +2%
SCP
235
Stevens Capital Partners
Nebraska
$2.08M +$326K +4,249 +19%
JGIA
236
Jackson Grant Investment Advisers
Connecticut
$2.06M +$136K +1,816 +7%
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M -$39.7K -530 -2%
AWM
238
Axxcess Wealth Management
California
$2.04M -$6.97K -93 -0.3%
WIM
239
WealthPlan Investment Management
Nebraska
$2.02M +$30.6K +409 +2%
LA
240
LexAurum Advisors
Kansas
$1.99M +$56.5K +754 +3%
DWM
241
Destination Wealth Management
California
$1.98M +$1.98M +26,460 New
MFG
242
Merit Financial Group
Georgia
$1.98M -$31.3K -418 -2%
M
243
MATAURO
New York
$1.96M -$280K -3,740 -12%
FFM
244
Flagstone Financial Management
Nebraska
$1.88M +$1.54M +20,531 +452%
BPA
245
Beacon Pointe Advisors
California
$1.87M +$15.5K +207 +0.8%
Lido Advisors
246
Lido Advisors
California
$1.87M +$562K +7,508 +43%
OPWM
247
Oakwell Private Wealth Management
Texas
$1.87M -$8.69K -116 -0.5%
BCB
248
Brian C. Broderick
$1.86M -$7.49K -100 -0.4%
WFP
249
Wrenne Financial Planning
Kentucky
$1.86M -$32.5K -434 -2%
ACM
250
Advance Capital Management
Michigan
$1.81M +$208K +2,780 +13%
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