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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
ACM
251
Advance Capital Management
Michigan
$1.81M
JWA
252
JFS Wealth Advisors
Pennsylvania
$1.79M
CPIG
253
Chicago Partners Investment Group
Illinois
$1.78M
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$1.76M
PWM
255
Perigon Wealth Management
California
$1.74M
AWS
256
Atria Wealth Solutions
New York
$1.74M
DWP
257
Daymark Wealth Partners
Ohio
$1.73M
SWM
258
Seaside Wealth Management
California
$1.72M
First Trust Advisors
259
First Trust Advisors
Illinois
$1.72M
TC
260
Trilogy Capital
California
$1.66M
NP
261
NorthRock Partners
Minnesota
$1.66M
EWA
262
EP Wealth Advisors
California
$1.65M
P
263
&Partners
Tennessee
$1.65M
WCWM
264
Wooster Corthell Wealth Management
Connecticut
$1.64M
TCM
265
Towercrest Capital Management
Pennsylvania
$1.63M
CGFA
266
Colton Groome Financial Advisors
North Carolina
$1.62M
GM
267
GeoWealth Management
Illinois
$1.61M
VCM
268
Virtue Capital Management
Tennessee
$1.61M
CC
269
Climber Capital
Switzerland
$1.61M
SB
270
Semitam Bonam
New York
$1.6M
TRCT
271
Tower Research Capital (TRC)
New York
$1.6M
NAS
272
Nicolet Advisory Services
Wisconsin
$1.6M
SFG
273
Sunburst Financial Group
Alabama
$1.56M
SG
274
Sharper & Granite
California
$1.55M
DT
275
Diversified Trust
Tennessee
$1.54M