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

629 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 48 funds opening new positions, 219 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
8.55%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.01%
New
48
Increased
219
Reduced
258
Closed
32
Calls
$578K
Puts
$279K
Net Calls
+$299K
Net Calls Change
-$337K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$101M
2
RW
RVW Wealth
California
+$46.3M
3
GWM
Geneos Wealth Management
Colorado
+$29.7M
4
TC
TownSquare Capital
Utah
+$25M
5
LPT
Legacy Private Trust
Wisconsin
+$23.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$248M
2
IAA
Independent Advisor Alliance
North Carolina
-$104M
3
SFP
Shepherd Financial Partners
Massachusetts
-$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$1.63M -$53K -780 -3%
PWM
252
Perigon Wealth Management
California
$1.61M -$41.3K -607 -3%
SWM
253
Seaside Wealth Management
California
$1.58M -$204 -3 -0%
GM
254
GeoWealth Management
Illinois
$1.58M -$45.4K -668 -3%
CPIG
255
Chicago Partners Investment Group
Illinois
$1.57M +$11.4K +167 +0.7%
SCP
256
Stevens Capital Partners
Nebraska
$1.56M +$87.8K +1,291 +6%
WCWM
257
Wooster Corthell Wealth Management
Connecticut
$1.54M +$131K +1,931 +9%
BlackRock
258
BlackRock
New York
$1.52M +$55K +808 +4%
LMKC
259
L.M. Kohn & Company
Ohio
$1.51M +$269K +3,956 +22%
EWA
260
EP Wealth Advisors
California
$1.49M -$476 -7 -0%
DWP
261
Daymark Wealth Partners
Ohio
$1.47M +$1.47M +21,620 New
WCP
262
Wealthcare Capital Partners
Pennsylvania
$1.47M +$59.4K +874 +4%
ACM
263
Advance Capital Management
Michigan
$1.46M +$3.61K +53 +0.2%
FWM
264
FMA Wealth Management
Massachusetts
$1.45M -$64.8K -897 -4%
ST
265
Sentinel Trust
Texas
$1.45M -$1.34M -19,674 -48%
TCM
266
Towercrest Capital Management
Pennsylvania
$1.44M -$52.9K -778 -4%
CGFA
267
Colton Groome Financial Advisors
North Carolina
$1.43M +$29.1K +432 +2%
SFG
268
Sunburst Financial Group
Alabama
$1.42M -$2.24K -33 -0.2%
MFA
269
Morling Financial Advisors
California
$1.4M -$18.3K -269 -1%
NAS
270
Nicolet Advisory Services
Wisconsin
$1.4M -$158K -2,486 -10%
CW
271
CreativeOne Wealth
Kansas
$1.38M +$161K +2,368 +13%
SG
272
Sharper & Granite
California
$1.37M -$7.01K -103 -0.5%
AWA
273
Alta Wealth Advisors
Massachusetts
$1.37M +$3.67K +54 +0.3%
WHG
274
Westwood Holdings Group
Texas
$1.35M – – –
PWG
275
Private Wealth Group
Florida
$1.35M -$38.9K -572 -3%
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