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SPDR Portfolio S&P 1500 Composite Stock Market ETF

649 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 64 funds opening new positions, 226 increasing their positions, 251 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 251

3% less funds holding in top 10

Funds holding in top 10: 7472 (-2)

Holders
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
376
Sowell Financial Services
Arkansas
$707K
CCM
377
Crew Capital Management
Ohio
$706K
Northern Trust
378
Northern Trust
Illinois
$705K
Bank of New York Mellon
379
Bank of New York Mellon
New York
$704K
RWM
380
Ritholtz Wealth Management
New York
$700K
MMCM
381
Murphy & Mullick Capital Management
New York
$697K
AAS
382
Avantax Advisory Services
Texas
$697K
MWAM
383
Manhattan West Asset Management
California
$691K
EWM
384
Echo Wealth Management
Minnesota
$688K
SFM
385
Signet Financial Management
New Jersey
$679K
BMCM
386
Burns Matteson Capital Management
New York
$677K
JF
387
Jericho Financial
Ohio
$664K
SW
388
SlateStone Wealth
Florida
$659K
RSWM
389
Robertson Stephens Wealth Management
California
$654K
SP
390
Stonebrook Private
Michigan
$653K
CWA
391
CogentBlue Wealth Advisors
Tennessee
$649K
BWMG
392
Barnes Wealth Management Group
California
$647K
CA
393
CoreCap Advisors
Michigan
$639K
YCG
394
Yeomans Consulting Group
Georgia
$637K
IWN
395
Independent Wealth Network
Iowa
$635K
BCM
396
Brookstone Capital Management
Illinois
$625K
TIAA Trust, National Association
397
TIAA Trust, National Association
North Carolina
$613K
CL
398
Choreo LLC
Illinois
$597K
SWA
399
Stratos Wealth Advisors
Ohio
$595K
TPWM
400
Twelve Points Wealth Management
Massachusetts
$594K