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SPDR Portfolio S&P 1500 Composite Stock Market ETF

631 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 47 funds opening new positions, 220 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less funds holding in top 10

Funds holding in top 10: 7574 (-1)

15% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 258

15% less capital invested

Capital invested by funds: $7.05B → $5.97B (-$1.08B)

Holders
631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$578K
Puts
$279K
Net Calls
Net Calls Change

Top Sellers

1 -$248M
2 -$104M
3 -$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
376
Robertson Stephens Wealth Management
California
$594K
JF
377
Jericho Financial
Ohio
$593K
JSW
378
Journey Strategic Wealth
New Jersey
$581K
DAS
379
Dynamic Advisor Solutions
Arizona
$576K
IWN
380
Independent Wealth Network
Iowa
$575K
AAS
381
Avantax Advisory Services
Texas
$574K
SFS
382
Sowell Financial Services
Arkansas
$573K
TIAA Trust, National Association
383
TIAA Trust, National Association
North Carolina
$557K
WWM
384
Wiser Wealth Management
Georgia
$547K
TPWM
385
Twelve Points Wealth Management
Massachusetts
$546K
DWP
386
Destiny Wealth Partners
Florida
$540K
Comerica Bank
387
Comerica Bank
Texas
$538K
CL
388
Choreo LLC
Illinois
$537K
SFM
389
Signet Financial Management
New Jersey
$536K
RH
390
RFG Holdings
Texas
$524K
BWMG
391
Barnes Wealth Management Group
California
$519K
HF
392
HRT Financial
New York
$518K
Renaissance Technologies
393
Renaissance Technologies
New York
$517K
WWP
394
Wise Wealth Partners
Arizona
$516K
MIM
395
Moseley Investment Management
Florida
$511K
LWMM
396
Legacy Wealth Management (Mississippi)
Mississippi
$504K
PG
397
Patten Group
Tennessee
$499K
AAS
398
Ameritas Advisory Services
Nebraska
$499K
RWM
399
Rockwood Wealth Management
Pennsylvania
$491K
BPWM
400
Badgley Phelps Wealth Managers
Washington
$484K