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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
FWM
276
FSA Wealth Management
Massachusetts
$1.34M
SA
277
Stewardship Advisors
Pennsylvania
$1.34M
MFA
278
McClarren Financial Advisors
Pennsylvania
$1.33M
SB
279
Strategic Blueprint
Georgia
$1.33M
LCWP
280
Legacy Capital Wealth Partners
Arkansas
$1.33M
TCM
281
Telos Capital Management
California
$1.31M
ADL
282
Asset Dedication LLC
California
$1.31M
PWH
283
Priebe Wealth Holdings
Minnesota
$1.29M
BEC
284
Blue Edge Capital
Virginia
$1.28M
RMF
285
Red Mountain Financial
Colorado
$1.28M
BMD
286
Better Money Decisions
New Mexico
$1.26M
CC
287
Climber Capital
Switzerland
$1.24M
AWMG
288
Alliance Wealth Management Group
New Jersey
$1.24M
AWM
289
Apollon Wealth Management
South Carolina
$1.22M
GT
290
Glenview Trust
Kentucky
$1.21M
Stifel Financial
291
Stifel Financial
Missouri
$1.2M
WWA
292
WCG Wealth Advisors
Nevada
$1.2M
Lido Advisors
293
Lido Advisors
California
$1.19M
IA
294
Insight Advisors
Pennsylvania
$1.19M
ASW
295
Astoria Strategic Wealth
Texas
$1.16M
BSTWA
296
Blake Schutter Theil Wealth Advisors
Ohio
$1.15M
CCMG
297
Clark Capital Management Group
Pennsylvania
$1.15M
WFPG
298
Waller Financial Planning Group
Ohio
$1.15M
BBHC
299
Brown Brothers Harriman & Co
New York
$1.15M
SFC
300
Strategic Financial Concepts
Texas
$1.15M