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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
$123M
2
RW
RVW Wealth
California
$67.7M
3
GWM
Geneos Wealth Management
Colorado
$54M
4
TC
TownSquare Capital
Utah
$26.5M
5
LPT
Legacy Private Trust
Wisconsin
$84.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$220M
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
SFP
Shepherd Financial Partners
Massachusetts
$48.2M
4
RA
RFG Advisory
Alabama
$101M
5
SF
Symphony Financial
Texas
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
351
Bank of New York Mellon
New York
$713K -$27.1K -398 -4%
TYCC
352
Texas Yale Capital Corp
Florida
$710K – – –
RW
353
Ridgeline Wealth
Arizona
$709K – – –
TRCT
354
Tower Research Capital (TRC)
New York
$696K +$688K +10,116 +8,158%
BMCM
355
Burns Matteson Capital Management
New York
$695K +$695K +10,216 New
FCM
356
Fourpath Capital Management
Oklahoma
$694K -$4.28K -63 -0.6%
OFP
357
OLIO Financial Planning
Virginia
$690K – – –
CA
358
CoreCap Advisors
Michigan
$680K -$90.2K -1,327 -12%
PFG
359
Prosperity Financial Group
California
$675K -$249K -3,665 -27%
MWAM
360
Manhattan West Asset Management
California
$661K -$25K -368 -4%
KOC
361
Koss-Olinger Consulting
Florida
$660K +$660K +9,707 New
AWA
362
Arkadios Wealth Advisors
Georgia
$660K +$101K +1,491 +18%
SWA
363
Stratos Wealth Advisors
Ohio
$654K -$213K -3,128 -25%
BFG
364
Berger Financial Group
Minnesota
$648K -$36.9K -542 -5%
Northern Trust
365
Northern Trust
Illinois
$640K -$352K -5,179 -36%
CCM
366
Crew Capital Management
Ohio
$629K +$18.2K +268 +3%
EWM
367
Echo Wealth Management
Minnesota
$617K -$590K -8,682 -49%
MA
368
MONECO Advisors
Connecticut
$616K +$28.4K +418 +5%
USCWA
369
U.S. Capital Wealth Advisors
Texas
$616K +$136 +2 +0%
VIM
370
Vista Investment Management
Pennsylvania
$613K +$8.77K +129 +1%
Envestnet Portfolio Solutions
371
Envestnet Portfolio Solutions
Illinois
$612K -$81.1K -1,193 -12%
P
372
&Partners
Tennessee
$603K -$211K -3,126 -26%
SW
373
SlateStone Wealth
Florida
$599K – – –
CRI
374
Colonial River Investments
Virginia
$597K -$175K -2,575 -23%
RSWM
375
Robertson Stephens Wealth Management
California
$594K – – –
13 14
15
16 17