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

644 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, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
8.63%
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
249
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 %
GWA
351
Gibson Wealth Advisors
Texas
$786K – – –
TYCC
352
Texas Yale Capital Corp
Florida
$782K – – –
AT
353
Arlington Trust
Alabama
$777K -$51.2K -684 -6%
IF
354
Intrua Financial
Texas
$777K -$13.1K -175 -2%
AIP
355
Ameritas Investment Partners
Nebraska
$775K -$16.1K -215 -2%
WAM
356
WNY Asset Management
New York
$769K -$60.6K -809 -7%
EWA
357
EverSource Wealth Advisors
Alabama
$768K -$57.7K -770 -7%
Janney Montgomery Scott
358
Janney Montgomery Scott
Pennsylvania
$760K +$435K +5,812 +134%
MHS
359
M Holdings Securities
Oregon
$760K +$760K +10,187 New
OFP
360
OLIO Financial Planning
Virginia
$760K – – –
MA
361
MONECO Advisors
Connecticut
$756K +$77.2K +1,031 +11%
EWM
362
Evercore Wealth Management
New York
$754K +$296K +3,956 +65%
STA
363
Summit Trail Advisors
New York
$747K +$350K +4,667 +88%
DC
364
Darrow Company
Massachusetts
$744K -$75.2K -1,004 -9%
CAS
365
Coppell Advisory Solutions
Texas
$743K -$65.6K -880 -8%
PCM
366
Peirce Capital Management
Texas
$737K +$737K +9,842 New
AC
367
AIFG Consultants
New York
$730K -$2.89M -38,565 -80%
BAM
368
Belpointe Asset Management
Nevada
$725K -$179K -2,395 -20%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$724K -$69.2K -924 -9%
USCWA
370
U.S. Capital Wealth Advisors
Texas
$719K +$41.4K +553 +6%
AWA
371
Arkadios Wealth Advisors
Georgia
$718K -$8.84K -118 -1%
BFG
372
Berger Financial Group
Minnesota
$712K -$1.35K -18 -0.2%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$711K +$232K +3,100 +48%
SFS
374
Sowell Financial Services
Arkansas
$707K +$76.2K +1,018 +12%
CCM
375
Crew Capital Management
Ohio
$706K +$13.9K +185 +2%
13 14
15
16 17