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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
T. Rowe Price Associates
426
T. Rowe Price Associates
Maryland
$407K
HSWS
427
Higgins & Schmidt Wealth Strategies
Colorado
$404K
KFGK
428
Keystone Financial Group (Kentucky)
Kentucky
$403K
PP
429
PrairieView Partners
Minnesota
$403K
RPSA
430
Richard P. Slaughter Associates
Texas
$402K
VWM
431
Vigilare Wealth Management
Arizona
$401K
MCWS
432
McKinley Carter Wealth Services
West Virginia
$399K
FCMA
433
Foresight Capital Management Advisors
Michigan
$398K
CI
434
CacheTech Inc
Utah
$393K
AWM
435
Adams Wealth Management
Utah
$393K
KWA
436
Kingswood Wealth Advisors
California
$393K
LAS
437
Lloyd Advisory Services
Georgia
$391K
PWMG
438
Pinnacle Wealth Management Group
Michigan
$389K
HWM
439
Howard Wealth Management
Connecticut
$386K
SIM
440
Synergy Investment Management
Florida
$384K
SWA
441
Sightline Wealth Advisors
Connecticut
$384K
VF
442
Vawter Financial
Ohio
$383K
GF
443
Goodman Financial
Texas
$378K
FHC
444
First Heartland Consultants
Missouri
$375K
AWA
445
ARQ Wealth Advisors
Arizona
$375K
TI
446
Truepoint Inc
Ohio
$373K
WEG
447
World Equity Group
Illinois
$373K
BP
448
BCK Partners
New York
$369K
QWM
449
Quadcap Wealth Management
Texas
$369K
PCA
450
Prosperity Capital Advisors
Ohio
$364K