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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
FHA
301
First Horizon Advisors
Tennessee
$1.14M
RFP
302
Root Financial Partners
California
$1.14M
PCP
303
Proficio Capital Partners
Massachusetts
$1.14M
CMMS
304
Comprehensive Money Management Services
Florida
$1.13M
KFGG
305
Keystone Financial Group (Georgia)
Georgia
$1.13M
LFP
306
Leeward Financial Partners
Washington
$1.1M
PTC
307
Private Trust Company
Ohio
$1.08M
LA
308
Lifeworks Advisors
Michigan
$1.05M
SPI
309
Sutton Place Investors
New York
$1.04M
AIM
310
Advyzon Investment Management
Illinois
$1.01M
NF
311
Nikulski Financial
Iowa
$996K
BWP
312
Bernardo Wealth Planning
Pennsylvania
$983K
PWM
313
Penobscot Wealth Management
Maine
$974K
CFGA
314
Cambridge Financial Group (Arizona)
Arizona
$950K
CA
315
Clearstead Advisors
Ohio
$947K
BFG
316
Bleakley Financial Group
New Jersey
$946K
NP
317
NorthRock Partners
Minnesota
$939K
ACM
318
Armbruster Capital Management
New York
$927K
ARC
319
Advisor Resource Council
Texas
$924K
TF
320
TLWM Financial
Texas
$923K
CA
321
Continuum Advisory
Idaho
$923K
AssetMark Inc
322
AssetMark Inc
California
$920K
PCIA
323
Prime Capital Investment Advisors
Kansas
$917K
AMCA
324
Arthur M. Cohen & Associates
Illinois
$872K
SP
325
Sequent Planning
Nebraska
$864K