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

629 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 48 funds opening new positions, 219 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
8.55%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.01%
New
48
Increased
219
Reduced
258
Closed
32
Calls
$578K
Puts
$279K
Net Calls
+$299K
Net Calls Change
-$337K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$101M
2
RW
RVW Wealth
California
+$46.3M
3
GWM
Geneos Wealth Management
Colorado
+$29.7M
4
TC
TownSquare Capital
Utah
+$25M
5
LPT
Legacy Private Trust
Wisconsin
+$23.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$248M
2
IAA
Independent Advisor Alliance
North Carolina
-$104M
3
SFP
Shepherd Financial Partners
Massachusetts
-$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
326
Franklin Resources
California
$847K – – –
LSA
327
L & S Advisors
California
$839K +$116K +1,703 +16%
First Trust Advisors
328
First Trust Advisors
Illinois
$836K +$96.5K +1,419 +13%
PWM
329
Prentice Wealth Management
New York
$833K -$73.7K -1,083 -8%
BAM
330
Belpointe Asset Management
Nevada
$821K +$198K +2,913 +32%
WS
331
Wedbush Securities
California
$812K -$43.8K -643 -5%
GA
332
Goldstein Advisors
Wisconsin
$808K -$2.24K -33 -0.3%
PWM
333
Paulson Wealth Management
Illinois
$806K +$287K +4,225 +55%
UFA
334
US Financial Advisors
Massachusetts
$792K +$20K +294 +3%
DC
335
Davenport & Co
Virginia
$775K – – –
VPP
336
Vertex Planning Partners
Illinois
$758K -$47.3K -696 -6%
BCM
337
Brookstone Capital Management
Illinois
$757K -$216K -3,171 -22%
NG
338
Novem Group
New York
$754K -$105K -1,551 -12%
WAM
339
WNY Asset Management
New York
$753K +$19.3K +284 +3%
AT
340
Arlington Trust
Alabama
$753K +$202K +2,970 +37%
EWA
341
EverSource Wealth Advisors
Alabama
$750K +$704K +10,358 +1,548%
DC
342
Darrow Company
Massachusetts
$744K -$52.8K -777 -7%
MWM
343
MBE Wealth Management
Wisconsin
$741K +$3.95K +58 +0.5%
RWP
344
Ridgeline Wealth Planning
Ohio
$740K – – –
CAS
345
Coppell Advisory Solutions
Texas
$730K -$404K -6,007 -36%
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$720K +$1.97K +29 +0.3%
AIP
347
Ameritas Investment Partners
Nebraska
$719K +$40.4K +594 +6%
IF
348
Intrua Financial
Texas
$718K -$59.8K -879 -8%
GAB
349
German American Bancorp
Indiana
$716K – – –
GWA
350
Gibson Wealth Advisors
Texas
$714K – – –
12 13
14
15 16