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

645 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, 225 increasing their positions, 250 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
8.65%
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
225
Reduced
250
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$86.7M
2
SF
Symphony Financial
Texas
+$46.3M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$36.4M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$32.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$220M
2
RA
RFG Advisory
Alabama
-$75.9M
3
RW
RVW Wealth
California
-$51.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35.1M
5
GWM
Geneos Wealth Management
Colorado
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Advance Capital Management
Michigan
$1.81M +$208K +2,780 +13%
JWA
252
JFS Wealth Advisors
Pennsylvania
$1.79M -$7.04K -94 -0.4%
CPIG
253
Chicago Partners Investment Group
Illinois
$1.78M +$10.6K +138 +0.6%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$1.76M -$71.4K -953 -4%
PWM
255
Perigon Wealth Management
California
$1.74M -$28.3K -378 -2%
AWS
256
Atria Wealth Solutions
New York
$1.74M -$86.7K -1,158 -5%
DWP
257
Daymark Wealth Partners
Ohio
$1.73M +$116K +1,546 +7%
SWM
258
Seaside Wealth Management
California
$1.72M -$14.9K -199 -0.9%
First Trust Advisors
259
First Trust Advisors
Illinois
$1.72M +$801K +10,695 +87%
TC
260
Trilogy Capital
California
$1.66M -$446K -5,961 -21%
NP
261
NorthRock Partners
Minnesota
$1.66M +$622K +8,312 +60%
EWA
262
EP Wealth Advisors
California
$1.65M +$6.44K +86 +0.4%
P
263
&Partners
Tennessee
$1.65M +$983K +13,125 +147%
WCWM
264
Wooster Corthell Wealth Management
Connecticut
$1.64M -$55K -735 -3%
TCM
265
Towercrest Capital Management
Pennsylvania
$1.63M +$45.3K +605 +3%
CGFA
266
Colton Groome Financial Advisors
North Carolina
$1.62M +$27.7K +370 +2%
GM
267
GeoWealth Management
Illinois
$1.61M -$126K -1,682 -7%
VCM
268
Virtue Capital Management
Tennessee
$1.61M -$314K -4,196 -16%
CC
269
Climber Capital
Switzerland
$1.61M – – –
SB
270
Semitam Bonam
New York
$1.6M +$1.6M +21,419 New
TRCT
271
Tower Research Capital (TRC)
New York
$1.6M +$834K +11,136 +109%
NAS
272
Nicolet Advisory Services
Wisconsin
$1.6M -$52.2K -693 -3%
SFG
273
Sunburst Financial Group
Alabama
$1.56M -$3.45K -46 -0.2%
SG
274
Sharper & Granite
California
$1.55M +$30K +398 +2%
DT
275
Diversified Trust
Tennessee
$1.54M +$1.54M +20,623 New
9 10
11
12 13