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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

643 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, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
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
224
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
$222M
2
SF
Symphony Financial
Texas
$46.9M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$39.2M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$180M
2
RA
RFG Advisory
Alabama
$35.2M
3
RW
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$143M
5
GWM
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
426
Cape Investment Advisory
Georgia
$469K +$469K +6,268 New
HBS
427
Howard Bailey Securities
Indiana
$462K -$66.1K -882 -13%
VPWA
428
Vestia Personal Wealth Advisors
Indiana
$462K -$30K -400 -6%
KLI
429
Kelman-Lazarov Inc
Tennessee
$461K -$3.89K -52 -0.8%
Envestnet Portfolio Solutions
430
Envestnet Portfolio Solutions
Illinois
$460K -$214K -2,859 -32%
RFN
431
RDA Financial Network
Iowa
$458K -$749 -10 -0.2%
FC
432
Fusion Capital
South Carolina
$458K -$3.45K -46 -0.7%
T. Rowe Price Associates
433
T. Rowe Price Associates
Maryland
$449K – – –
FZCM
434
Flynn Zito Capital Management
New York
$448K -$54.7K -730 -11%
HSWS
435
Higgins & Schmidt Wealth Strategies
Colorado
$445K – – –
PP
436
PrairieView Partners
Minnesota
$444K – – –
SIM
437
Synergy Investment Management
Florida
$444K +$20.4K +272 +5%
IFPG
438
Intrepid Financial Planning Group
Indiana
$438K -$11.2K -150 -3%
RCM
439
Raleigh Capital Management
North Carolina
$436K -$62.8K -839 -13%
KFGK
440
Keystone Financial Group (Kentucky)
Kentucky
$433K -$11K -147 -2%
KWA
441
Kingswood Wealth Advisors
California
$430K -$2.7K -36 -0.6%
PWMG
442
Pinnacle Wealth Management Group
Michigan
$430K +$2.32K +31 +0.5%
HHRDM
443
H&H Retirement Design & Management
Nevada
$426K +$426K +5,594 New
HWM
444
Howard Wealth Management
Connecticut
$425K +$75 +1 +0%
SWA
445
Sightline Wealth Advisors
Connecticut
$419K -$4.19K -56 -1%
JWCA
446
J.W. Cole Advisors
Florida
$418K +$157K +2,099 +60%
FWP
447
Firethorn Wealth Partners
Georgia
$416K +$41K +548 +11%
RW
448
Ridgeline Wealth
Arizona
$415K -$366K -4,882 -47%
TI
449
Truepoint Inc
Ohio
$411K – – –
SW
450
Simplicity Wealth
New Jersey
$405K +$405K +5,406 New
16 17
18
19 20