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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 %
JF
376
Jericho Financial
Ohio
$593K +$35.9K +528 +6%
JSW
377
Journey Strategic Wealth
New Jersey
$581K -$286K -4,204 -33%
DAS
378
Dynamic Advisor Solutions
Arizona
$576K +$576K +8,467 New
IWN
379
Independent Wealth Network
Iowa
$575K +$1.84K +27 +0.3%
AAS
380
Avantax Advisory Services
Texas
$574K +$95K +1,397 +20%
SFS
381
Sowell Financial Services
Arkansas
$573K +$573K +8,423 New
TIAA Trust, National Association
382
TIAA Trust, National Association
North Carolina
$557K -$14.6K -214 -3%
WWM
383
Wiser Wealth Management
Georgia
$547K -$112K -1,642 -17%
TPWM
384
Twelve Points Wealth Management
Massachusetts
$546K – – –
DWP
385
Destiny Wealth Partners
Florida
$540K -$2.79K -41 -0.5%
Comerica Bank
386
Comerica Bank
Texas
$538K -$7.01K -103 -1%
CL
387
Choreo LLC
Illinois
$537K -$7.48K -110 -1%
SFM
388
Signet Financial Management
New Jersey
$536K -$177K -2,602 -25%
RH
389
RFG Holdings
Texas
$524K – – –
BWMG
390
Barnes Wealth Management Group
California
$519K -$4.9K -72 -0.9%
HF
391
HRT Financial
New York
$518K +$518K +7,623 New
Renaissance Technologies
392
Renaissance Technologies
New York
$517K -$1.67M -24,500 -76%
WWP
393
Wise Wealth Partners
Arizona
$516K +$68 +1 +0%
MIM
394
Moseley Investment Management
Florida
$511K -$71.8K -1,055 -12%
LWMM
395
Legacy Wealth Management (Mississippi)
Mississippi
$504K +$340 +5 +0.1%
PG
396
Patten Group
Tennessee
$499K -$165K -2,429 -25%
AAS
397
Ameritas Advisory Services
Nebraska
$499K -$22.7K -325 -4%
RWM
398
Rockwood Wealth Management
Pennsylvania
$491K +$99.5K +1,463 +25%
BPWM
399
Badgley Phelps Wealth Managers
Washington
$484K +$680 +10 +0.1%
HBS
400
Howard Bailey Securities
Indiana
$480K -$125K -1,839 -21%
14 15
16
17 18