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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
CCMG
326
Clark Capital Management Group
Pennsylvania
$1.05M
PWM
327
Penobscot Wealth Management
Maine
$1.05M
CFGA
328
Cambridge Financial Group (Arizona)
Arizona
$1.04M
LSA
329
L & S Advisors
California
$1.02M
CA
330
Continuum Advisory
Idaho
$1.01M
TF
331
TLWM Financial
Texas
$1.01M
NF
332
Nikulski Financial
Iowa
$995K
AMCA
333
Arthur M. Cohen & Associates
Illinois
$960K
SP
334
Sequent Planning
Nebraska
$952K
G
335
GenTrust
Florida
$941K
SIMC
336
Squire Investment Management Company
Utah
$937K
Franklin Resources
337
Franklin Resources
California
$933K
VT
338
Vise Technologies
New York
$923K
PFG
339
Prosperity Financial Group
California
$922K
SCM
340
SCS Capital Management
Massachusetts
$920K
PWM
341
Prentice Wealth Management
New York
$918K
CA
342
Calton & Associates
Florida
$898K
GA
343
Goldstein Advisors
Wisconsin
$884K
WS
344
Wedbush Securities
California
$884K
VPP
345
Vertex Planning Partners
Illinois
$868K
LCWP
346
Legacy Capital Wealth Partners
Arkansas
$864K
KOC
347
Koss-Olinger Consulting
Florida
$835K
DC
348
Davenport & Co
Virginia
$831K
MWM
349
MBE Wealth Management
Wisconsin
$826K
RWP
350
Ridgeline Wealth Planning
Ohio
$815K