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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 %
GAB
351
German American Bancorp
Indiana
$788K – – –
GWA
352
Gibson Wealth Advisors
Texas
$786K – – –
TYCC
353
Texas Yale Capital Corp
Florida
$782K – – –
AT
354
Arlington Trust
Alabama
$777K -$51.2K -684 -6%
IF
355
Intrua Financial
Texas
$777K -$13.1K -175 -2%
AIP
356
Ameritas Investment Partners
Nebraska
$775K -$16.1K -215 -2%
WAM
357
WNY Asset Management
New York
$769K -$60.6K -809 -7%
EWA
358
EverSource Wealth Advisors
Alabama
$768K -$57.7K -770 -7%
Janney Montgomery Scott
359
Janney Montgomery Scott
Pennsylvania
$760K +$435K +5,812 +134%
MHS
360
M Holdings Securities
Oregon
$760K +$760K +10,187 New
OFP
361
OLIO Financial Planning
Virginia
$760K – – –
MA
362
MONECO Advisors
Connecticut
$756K +$77.2K +1,031 +11%
EWM
363
Evercore Wealth Management
New York
$754K +$296K +3,956 +65%
STA
364
Summit Trail Advisors
New York
$747K +$350K +4,667 +88%
DC
365
Darrow Company
Massachusetts
$744K -$75.2K -1,004 -9%
CAS
366
Coppell Advisory Solutions
Texas
$743K -$65.6K -880 -8%
PCM
367
Peirce Capital Management
Texas
$737K +$737K +9,842 New
AC
368
AIFG Consultants
New York
$730K -$2.89M -38,565 -80%
BAM
369
Belpointe Asset Management
Nevada
$725K -$179K -2,395 -20%
Koshinski Asset Management
370
Koshinski Asset Management
Illinois
$724K -$69.2K -924 -9%
USCWA
371
U.S. Capital Wealth Advisors
Texas
$719K +$41.4K +553 +6%
AWA
372
Arkadios Wealth Advisors
Georgia
$718K -$8.84K -118 -1%
BFG
373
Berger Financial Group
Minnesota
$712K -$1.35K -18 -0.2%
PNC Financial Services Group
374
PNC Financial Services Group
Pennsylvania
$711K +$232K +3,100 +48%
SFS
375
Sowell Financial Services
Arkansas
$707K +$76.2K +1,018 +12%
13 14
15
16 17