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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
EB
301
Emprise Bank
Kansas
$1.27M
BSTWA
302
Blake Schutter Theil Wealth Advisors
Ohio
$1.26M
BBHC
303
Brown Brothers Harriman & Co
New York
$1.26M
NB
304
Nicolet Bankshares
Wisconsin
$1.26M
FHA
305
First Horizon Advisors
Tennessee
$1.26M
PCP
306
Proficio Capital Partners
Massachusetts
$1.25M
BEC
307
Blue Edge Capital
Virginia
$1.25M
CMMS
308
Comprehensive Money Management Services
Florida
$1.23M
SPI
309
Sutton Place Investors
New York
$1.22M
SF
310
Slagle Financial
Illinois
$1.21M
LFP
311
Leeward Financial Partners
Washington
$1.21M
RFP
312
Root Financial Partners
California
$1.21M
BFG
313
Bleakley Financial Group
New Jersey
$1.2M
WFPG
314
Waller Financial Planning Group
Ohio
$1.18M
LA
315
Lifeworks Advisors
Michigan
$1.16M
PWM
316
Paulson Wealth Management
Illinois
$1.14M
BWP
317
Bernardo Wealth Planning
Pennsylvania
$1.13M
DAS
318
Dynamic Advisor Solutions
Arizona
$1.13M
SFC
319
Strategic Financial Concepts
Texas
$1.12M
ACM
320
Armbruster Capital Management
New York
$1.11M
KFGG
321
Keystone Financial Group (Georgia)
Georgia
$1.11M
AIM
322
Advyzon Investment Management
Illinois
$1.08M
PTC
323
Private Trust Company
Ohio
$1.07M
Renaissance Technologies
324
Renaissance Technologies
New York
$1.07M
FF
325
Friday Financial
Iowa
$1.06M