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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
8.64%
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 %
Northern Trust
376
Northern Trust
Illinois
$705K – – –
Bank of New York Mellon
377
Bank of New York Mellon
New York
$704K -$81.5K -1,088 -10%
RWM
378
Ritholtz Wealth Management
New York
$700K +$179K +2,384 +34%
MMCM
379
Murphy & Mullick Capital Management
New York
$697K +$684K +8,945 +5,111%
AAS
380
Avantax Advisory Services
Texas
$697K +$64K +854 +10%
MWAM
381
Manhattan West Asset Management
California
$691K -$36.5K -487 -5%
EWM
382
Echo Wealth Management
Minnesota
$688K +$9.06K +121 +1%
SFM
383
Signet Financial Management
New Jersey
$679K +$88K +1,175 +15%
BMCM
384
Burns Matteson Capital Management
New York
$677K -$87.6K -1,170 -11%
JF
385
Jericho Financial
Ohio
$664K +$10.8K +144 +2%
SW
386
SlateStone Wealth
Florida
$659K – – –
RSWM
387
Robertson Stephens Wealth Management
California
$654K – – –
SP
388
Stonebrook Private
Michigan
$653K +$653K +8,718 New
CWA
389
CogentBlue Wealth Advisors
Tennessee
$649K +$649K +8,666 New
BWMG
390
Barnes Wealth Management Group
California
$647K +$76K +1,015 +13%
CA
391
CoreCap Advisors
Michigan
$639K -$110K -1,470 -15%
YCG
392
Yeomans Consulting Group
Georgia
$637K +$637K +8,495 New
IWN
393
Independent Wealth Network
Iowa
$635K +$1.95K +26 +0.3%
BCM
394
Brookstone Capital Management
Illinois
$625K -$209K -2,788 -25%
TIAA Trust, National Association
395
TIAA Trust, National Association
North Carolina
$613K – – –
CL
396
Choreo LLC
Illinois
$597K +$6.14K +82 +1%
SWA
397
Stratos Wealth Advisors
Ohio
$595K -$126K -1,677 -17%
TPWM
398
Twelve Points Wealth Management
Massachusetts
$594K -$7.49K -100 -1%
CRI
399
Colonial River Investments
Virginia
$592K -$74.6K -982 -11%
MOS
400
MGO One Seven
Ohio
$591K +$109K +1,452 +23%
14 15
16
17 18