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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 %
CA
401
Crumly & Associates
Illinois
$479K – – –
SIMC
402
Squire Investment Management Company
Utah
$479K – – –
MWM
403
Mission Wealth Management
California
$478K +$204 +3 +0%
RWM
404
Ritholtz Wealth Management
New York
$474K -$166K -2,446 -26%
SWM
405
SpringVest Wealth Management
Texas
$472K +$748 +11 +0.2%
SF
406
Symphony Financial
Texas
$471K -$31.5M -505,765 -99%
GIA
407
Gladstone Institutional Advisory
Florida
$470K -$19.5K -286 -4%
SFG
408
SNS Financial Group
Minnesota
$458K -$33.5K -492 -7%
FZCM
409
Flynn Zito Capital Management
New York
$456K +$3.81K +56 +0.8%
RCM
410
Raleigh Capital Management
North Carolina
$453K -$4.62K -68 -1%
GA
411
GSG Advisors
New Jersey
$449K +$449K +6,795 New
VPWA
412
Vestia Personal Wealth Advisors
Indiana
$447K -$680 -10 -0.2%
SP
413
Successful Portfolios
Florida
$444K +$136 +2 +0%
PPW
414
Pasadena Private Wealth
California
$443K +$443K +6,520 New
BJL
415
Brighton Jones LLC
Washington
$440K +$1.36K +20 +0.3%
MOS
416
MGO One Seven
Ohio
$438K -$105K -1,545 -19%
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$435K +$7.07K +104 +2%
CAM
418
Concorde Asset Management
Michigan
$432K +$109K +1,651 +34%
FCH
419
Freestone Capital Holdings
Washington
$428K -$356K -5,231 -45%
KLI
420
Kelman-Lazarov Inc
Tennessee
$423K -$16.4K -241 -4%
FC
421
Fusion Capital
South Carolina
$419K +$1.09K +16 +0.3%
RFN
422
RDA Financial Network
Iowa
$417K – – –
EWM
423
Evercore Wealth Management
New York
$416K +$416K +6,111 New
IFPG
424
Intrepid Financial Planning Group
Indiana
$408K -$59.2K -870 -13%
T. Rowe Price Associates
425
T. Rowe Price Associates
Maryland
$407K – – –
15 16
17
18 19