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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 %
HSWS
426
Higgins & Schmidt Wealth Strategies
Colorado
$404K – – –
KFGK
427
Keystone Financial Group (Kentucky)
Kentucky
$403K -$18.8K -276 -4%
PP
428
PrairieView Partners
Minnesota
$403K -$57.7K -850 -13%
RPSA
429
Richard P. Slaughter Associates
Texas
$402K -$1.47M -21,633 -79%
VWM
430
Vigilare Wealth Management
Arizona
$401K +$1.02K +15 +0.3%
MCWS
431
McKinley Carter Wealth Services
West Virginia
$399K – – –
FCMA
432
Foresight Capital Management Advisors
Michigan
$398K +$398K +5,852 New
CI
433
CacheTech Inc
Utah
$393K +$12.8K +329 +3%
AWM
434
Adams Wealth Management
Utah
$393K +$63.3K +931 +19%
KWA
435
Kingswood Wealth Advisors
California
$393K – – –
LAS
436
Lloyd Advisory Services
Georgia
$391K -$15.1K -222 -4%
PWMG
437
Pinnacle Wealth Management Group
Michigan
$389K -$55.1K -810 -12%
HWM
438
Howard Wealth Management
Connecticut
$386K -$70.1K -1,031 -15%
SIM
439
Synergy Investment Management
Florida
$384K -$93.7K -1,378 -20%
SWA
440
Sightline Wealth Advisors
Connecticut
$384K -$20.3K -298 -5%
VF
441
Vawter Financial
Ohio
$383K -$4.9K -72 -1%
GF
442
Goodman Financial
Texas
$378K -$201K -2,956 -35%
FHC
443
First Heartland Consultants
Missouri
$375K -$45.2K -665 -11%
AWA
444
ARQ Wealth Advisors
Arizona
$375K -$7.69K -113 -2%
TI
445
Truepoint Inc
Ohio
$373K -$4.29K -63 -1%
WEG
446
World Equity Group
Illinois
$373K -$491K -7,224 -57%
BP
447
BCK Partners
New York
$369K +$20.3K +298 +6%
QWM
448
Quadcap Wealth Management
Texas
$369K -$45.6K -670 -11%
PCA
449
Prosperity Capital Advisors
Ohio
$364K +$3K +44 +0.8%
STA
450
Summit Trail Advisors
New York
$361K – – –
16 17
18
19 20