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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
HBS
401
Howard Bailey Securities
Indiana
$480K
CA
402
Crumly & Associates
Illinois
$479K
SIMC
403
Squire Investment Management Company
Utah
$479K
MWM
404
Mission Wealth Management
California
$478K
RWM
405
Ritholtz Wealth Management
New York
$474K
SWM
406
SpringVest Wealth Management
Texas
$472K
SF
407
Symphony Financial
Texas
$471K
GIA
408
Gladstone Institutional Advisory
Florida
$470K
SFG
409
SNS Financial Group
Minnesota
$458K
FZCM
410
Flynn Zito Capital Management
New York
$456K
RCM
411
Raleigh Capital Management
North Carolina
$453K
GA
412
GSG Advisors
New Jersey
$449K
VPWA
413
Vestia Personal Wealth Advisors
Indiana
$447K
SP
414
Successful Portfolios
Florida
$444K
PPW
415
Pasadena Private Wealth
California
$443K
BJL
416
Brighton Jones LLC
Washington
$440K
MOS
417
MGO One Seven
Ohio
$438K
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$435K
CAM
419
Concorde Asset Management
Michigan
$432K
FCH
420
Freestone Capital Holdings
Washington
$428K
KLI
421
Kelman-Lazarov Inc
Tennessee
$423K
FC
422
Fusion Capital
South Carolina
$419K
RFN
423
RDA Financial Network
Iowa
$417K
EWM
424
Evercore Wealth Management
New York
$416K
IFPG
425
Intrepid Financial Planning Group
Indiana
$408K