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SPDR Portfolio S&P 1500 Composite Stock Market ETF

649 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 64 funds opening new positions, 226 increasing their positions, 251 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 251

3% less funds holding in top 10

Funds holding in top 10: 7472 (-2)

Holders
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
Westside Investment Management
California
$2.27M
FGC
227
Financial Gravity Companies
Texas
$2.26M
Financial Engines Advisors
228
Financial Engines Advisors
California
$2.26M
FEG
229
Financial Enhancement Group
Indiana
$2.24M
MWM
230
Modera Wealth Management
New Jersey
$2.22M
LAS
231
Legacy Advisory Services
Pennsylvania
$2.2M
OIM
232
Orca Investment Management
Oregon
$2.18M
NWM
233
Northwest Wealth Management
Iowa
$2.13M
OFS
234
OneAscent Financial Services
Alabama
$2.1M
SCP
235
Stevens Capital Partners
Nebraska
$2.08M
JGIA
236
Jackson Grant Investment Advisers
Connecticut
$2.06M
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M
AWM
238
Axxcess Wealth Management
California
$2.04M
WIM
239
WealthPlan Investment Management
Nebraska
$2.02M
LA
240
LexAurum Advisors
Kansas
$1.99M
DWM
241
Destination Wealth Management
California
$1.98M
MFG
242
Merit Financial Group
Georgia
$1.98M
M
243
MATAURO
New York
$1.96M
NAS
244
NWF Advisory Services
California
$1.93M
FFM
245
Flagstone Financial Management
Nebraska
$1.88M
BPA
246
Beacon Pointe Advisors
California
$1.87M
Lido Advisors
247
Lido Advisors
California
$1.87M
OPWM
248
Oakwell Private Wealth Management
Texas
$1.87M
BCB
249
Brian C. Broderick
$1.86M
WFP
250
Wrenne Financial Planning
Kentucky
$1.86M