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

645 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, 225 increasing their positions, 250 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
8.65%
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
225
Reduced
250
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$86.7M
2
SF
Symphony Financial
Texas
+$46.3M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$36.4M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$32.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$220M
2
RA
RFG Advisory
Alabama
-$75.9M
3
RW
RVW Wealth
California
-$51.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35.1M
5
GWM
Geneos Wealth Management
Colorado
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
301
Emprise Bank
Kansas
$1.27M +$1.27M +16,915 New
BSTWA
302
Blake Schutter Theil Wealth Advisors
Ohio
$1.26M -$7.49K -100 -0.6%
BBHC
303
Brown Brothers Harriman & Co
New York
$1.26M – – –
NB
304
Nicolet Bankshares
Wisconsin
$1.26M +$1.26M +16,831 New
FHA
305
First Horizon Advisors
Tennessee
$1.26M – – –
PCP
306
Proficio Capital Partners
Massachusetts
$1.25M – – –
BEC
307
Blue Edge Capital
Virginia
$1.25M -$162K -2,169 -12%
CMMS
308
Comprehensive Money Management Services
Florida
$1.23M -$10.9K -145 -0.9%
SPI
309
Sutton Place Investors
New York
$1.22M +$74.7K +998 +7%
SF
310
Slagle Financial
Illinois
$1.21M -$3.68M -49,173 -75%
LFP
311
Leeward Financial Partners
Washington
$1.21M +$3.82K +51 +0.3%
RFP
312
Root Financial Partners
California
$1.21M -$46.4K -620 -4%
BFG
313
Bleakley Financial Group
New Jersey
$1.2M +$155K +2,068 +15%
WFPG
314
Waller Financial Planning Group
Ohio
$1.18M -$88.5K -1,182 -7%
LA
315
Lifeworks Advisors
Michigan
$1.16M +$3.82K +51 +0.3%
PWM
316
Paulson Wealth Management
Illinois
$1.14M +$251K +3,357 +28%
BWP
317
Bernardo Wealth Planning
Pennsylvania
$1.13M +$49.7K +664 +5%
DAS
318
Dynamic Advisor Solutions
Arizona
$1.13M +$495K +6,613 +78%
SFC
319
Strategic Financial Concepts
Texas
$1.12M -$144K -1,927 -11%
ACM
320
Armbruster Capital Management
New York
$1.11M +$87.1K +1,163 +9%
KFGG
321
Keystone Financial Group (Georgia)
Georgia
$1.11M -$156K -2,050 -12%
AIM
322
Advyzon Investment Management
Illinois
$1.08M -$36.9K -493 -3%
PTC
323
Private Trust Company
Ohio
$1.07M -$119K -1,589 -10%
Renaissance Technologies
324
Renaissance Technologies
New York
$1.07M +$502K +6,700 +88%
FF
325
Friday Financial
Iowa
$1.06M +$1.06M +14,196 New
11 12
13
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