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

644 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, 225 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
8.64%
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
225
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
+$86.7M
2
SF
Symphony Financial
Texas
+$46.3M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$36.4M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$32.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$220M
2
RA
RFG Advisory
Alabama
-$75.9M
3
RW
RVW Wealth
California
-$51.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35.1M
5
GWM
Geneos Wealth Management
Colorado
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
426
Gladstone Institutional Advisory
Florida
$477K -$40.9K -546 -8%
CIA
427
Cape Investment Advisory
Georgia
$469K +$469K +6,268 New
HBS
428
Howard Bailey Securities
Indiana
$462K -$66.1K -882 -13%
VPWA
429
Vestia Personal Wealth Advisors
Indiana
$462K -$30K -400 -6%
KLI
430
Kelman-Lazarov Inc
Tennessee
$461K -$3.89K -52 -0.8%
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$460K -$214K -2,859 -32%
RFN
432
RDA Financial Network
Iowa
$458K -$749 -10 -0.2%
FC
433
Fusion Capital
South Carolina
$458K -$3.45K -46 -0.7%
T. Rowe Price Associates
434
T. Rowe Price Associates
Maryland
$449K – – –
FZCM
435
Flynn Zito Capital Management
New York
$448K -$54.7K -730 -11%
HSWS
436
Higgins & Schmidt Wealth Strategies
Colorado
$445K – – –
PP
437
PrairieView Partners
Minnesota
$444K – – –
SIM
438
Synergy Investment Management
Florida
$444K +$20.4K +272 +5%
IFPG
439
Intrepid Financial Planning Group
Indiana
$438K -$11.2K -150 -3%
RCM
440
Raleigh Capital Management
North Carolina
$436K -$62.8K -839 -13%
KFGK
441
Keystone Financial Group (Kentucky)
Kentucky
$433K -$11K -147 -2%
KWA
442
Kingswood Wealth Advisors
California
$430K -$2.7K -36 -0.6%
PWMG
443
Pinnacle Wealth Management Group
Michigan
$430K +$2.32K +31 +0.5%
HHRDM
444
H&H Retirement Design & Management
Nevada
$426K +$426K +5,594 New
HWM
445
Howard Wealth Management
Connecticut
$425K +$75 +1 +0%
SWA
446
Sightline Wealth Advisors
Connecticut
$419K -$4.19K -56 -1%
JWCA
447
J.W. Cole Advisors
Florida
$418K +$157K +2,099 +60%
FWP
448
Firethorn Wealth Partners
Georgia
$416K +$41K +548 +11%
RW
449
Ridgeline Wealth
Arizona
$415K -$366K -4,882 -47%
TI
450
Truepoint Inc
Ohio
$411K – – –
16 17
18
19 20