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SPDR Portfolio S&P 1500 Composite Stock Market ETF

649 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 64 funds opening new positions, 226 increasing their positions, 251 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 251

3% less funds holding in top 10

Funds holding in top 10: 7472 (-2)

Holders
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
426
Glassman Wealth Services
Virginia
$482K
FCM
427
Fourpath Capital Management
Oklahoma
$480K
GIA
428
Gladstone Institutional Advisory
Florida
$477K
CIA
429
Cape Investment Advisory
Georgia
$469K
HBS
430
Howard Bailey Securities
Indiana
$462K
VPWA
431
Vestia Personal Wealth Advisors
Indiana
$462K
KLI
432
Kelman-Lazarov Inc
Tennessee
$461K
Envestnet Portfolio Solutions
433
Envestnet Portfolio Solutions
Illinois
$460K
RFN
434
RDA Financial Network
Iowa
$458K
FC
435
Fusion Capital
South Carolina
$458K
T. Rowe Price Associates
436
T. Rowe Price Associates
Maryland
$449K
FZCM
437
Flynn Zito Capital Management
New York
$448K
HSWS
438
Higgins & Schmidt Wealth Strategies
Colorado
$445K
PP
439
PrairieView Partners
Minnesota
$444K
SIM
440
Synergy Investment Management
Florida
$444K
AWM
441
Adams Wealth Management
Utah
$441K
IFPG
442
Intrepid Financial Planning Group
Indiana
$438K
RCM
443
Raleigh Capital Management
North Carolina
$436K
KFGK
444
Keystone Financial Group (Kentucky)
Kentucky
$433K
KWA
445
Kingswood Wealth Advisors
California
$430K
PWMG
446
Pinnacle Wealth Management Group
Michigan
$430K
HHRDM
447
H&H Retirement Design & Management
Nevada
$426K
HWM
448
Howard Wealth Management
Connecticut
$425K
SWA
449
Sightline Wealth Advisors
Connecticut
$419K
JWCA
450
J.W. Cole Advisors
Florida
$418K