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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 %
JWA
251
JFS Wealth Advisors
Pennsylvania
$1.79M -$7.04K -94 -0.4%
CPIG
252
Chicago Partners Investment Group
Illinois
$1.78M +$10.6K +138 +0.6%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$1.76M -$71.4K -953 -4%
PWM
254
Perigon Wealth Management
California
$1.74M -$28.3K -378 -2%
AWS
255
Atria Wealth Solutions
New York
$1.74M -$86.7K -1,158 -5%
DWP
256
Daymark Wealth Partners
Ohio
$1.73M +$116K +1,546 +7%
SWM
257
Seaside Wealth Management
California
$1.72M -$14.9K -199 -0.9%
First Trust Advisors
258
First Trust Advisors
Illinois
$1.72M +$801K +10,695 +87%
TC
259
Trilogy Capital
California
$1.66M -$446K -5,961 -21%
NP
260
NorthRock Partners
Minnesota
$1.66M +$622K +8,312 +60%
EWA
261
EP Wealth Advisors
California
$1.65M +$6.44K +86 +0.4%
P
262
&Partners
Tennessee
$1.65M +$983K +13,125 +147%
WCWM
263
Wooster Corthell Wealth Management
Connecticut
$1.64M -$55K -735 -3%
TCM
264
Towercrest Capital Management
Pennsylvania
$1.63M +$45.3K +605 +3%
CGFA
265
Colton Groome Financial Advisors
North Carolina
$1.62M +$27.7K +370 +2%
GM
266
GeoWealth Management
Illinois
$1.61M -$126K -1,682 -7%
VCM
267
Virtue Capital Management
Tennessee
$1.61M -$314K -4,196 -16%
CC
268
Climber Capital
Switzerland
$1.61M – – –
SB
269
Semitam Bonam
New York
$1.6M +$1.6M +21,419 New
TRCT
270
Tower Research Capital (TRC)
New York
$1.6M +$834K +11,136 +109%
NAS
271
Nicolet Advisory Services
Wisconsin
$1.6M -$52.2K -693 -3%
SFG
272
Sunburst Financial Group
Alabama
$1.56M -$3.45K -46 -0.2%
SG
273
Sharper & Granite
California
$1.55M +$30K +398 +2%
DT
274
Diversified Trust
Tennessee
$1.54M +$1.54M +20,623 New
MFA
275
Morling Financial Advisors
California
$1.54M -$5.99K -80 -0.4%
9 10
11
12 13