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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
JWA
251
JFS Wealth Advisors
Pennsylvania
$1.63M
PWM
252
Perigon Wealth Management
California
$1.61M
SWM
253
Seaside Wealth Management
California
$1.58M
GM
254
GeoWealth Management
Illinois
$1.58M
CPIG
255
Chicago Partners Investment Group
Illinois
$1.57M
SCP
256
Stevens Capital Partners
Nebraska
$1.56M
WCWM
257
Wooster Corthell Wealth Management
Connecticut
$1.54M
BlackRock
258
BlackRock
New York
$1.52M
LMKC
259
L.M. Kohn & Company
Ohio
$1.51M
EWA
260
EP Wealth Advisors
California
$1.49M
DWP
261
Daymark Wealth Partners
Ohio
$1.47M
WCP
262
Wealthcare Capital Partners
Pennsylvania
$1.47M
ACM
263
Advance Capital Management
Michigan
$1.46M
FWM
264
FMA Wealth Management
Massachusetts
$1.45M
ST
265
Sentinel Trust
Texas
$1.45M
TCM
266
Towercrest Capital Management
Pennsylvania
$1.44M
CGFA
267
Colton Groome Financial Advisors
North Carolina
$1.43M
SFG
268
Sunburst Financial Group
Alabama
$1.42M
MFA
269
Morling Financial Advisors
California
$1.4M
NAS
270
Nicolet Advisory Services
Wisconsin
$1.4M
CW
271
CreativeOne Wealth
Kansas
$1.38M
SG
272
Sharper & Granite
California
$1.37M
AWA
273
Alta Wealth Advisors
Massachusetts
$1.37M
WHG
274
Westwood Holdings Group
Texas
$1.35M
PWG
275
Private Wealth Group
Florida
$1.35M