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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 %
QCM
451
Quantinno Capital Management
New York
$361K +$361K +5,301 New
FWP
452
Falcon Wealth Planning
California
$357K +$816 +12 +0.2%
FIA
453
Foundations Investment Advisors
Arizona
$357K -$33.7K -496 -9%
AC
454
Attessa Capital
Arizona
$356K – – –
CCB
455
Country Club Bank
Missouri
$355K – – –
OWA
456
Outlook Wealth Advisors
Texas
$354K -$10.5K -155 -3%
Kayne Anderson Rudnick Investment Management
457
Kayne Anderson Rudnick Investment Management
California
$347K – – –
HGWM
458
Horst & Graben Wealth Management
Oregon
$346K -$12.2K -179 -3%
TCM
459
Triumph Capital Management
Colorado
$345K +$816 +12 +0.2%
FMI
460
F/M Investments
District of Columbia
$343K +$29.5K +435 +9%
FWP
461
Firethorn Wealth Partners
Georgia
$340K -$24.4K -359 -7%
AFP
462
Ausdal Financial Partners
Iowa
$334K +$65.6K +964 +24%
HIP
463
HUB Investment Partners
Texas
$333K -$14.2K -209 -4%
GWSG
464
GPS Wealth Strategies Group
Colorado
$330K -$92.4K -1,358 -22%
PRTG
465
Post Resch Tallon Group
New York
$330K -$7.79K -115 -2%
BCMLT
466
Beacon Capital Management LLC (Tennessee)
Tennessee
$329K -$21.7K -319 -6%
JBA
467
Johnson Bixby & Associates
Washington
$327K +$16.7K +245 +5%
WBCM
468
Wilson & Boucher Capital Management
California
$326K – – –
GCA
469
Gradient Capital Advisors
California
$320K – – –
BFA
470
Beaumont Financial Advisors
Massachusetts
$319K – – –
WWM
471
WJ Wealth Management
Arizona
$318K -$272 -4 -0.1%
BWS
472
Broadway Wealth Solutions
Texas
$317K -$14.4K -211 -4%
TA
473
TFG Advisers
Michigan
$317K +$59.3K +872 +23%
PWM
474
Partnership Wealth Management
Maryland
$315K -$14.9K -219 -5%
CIA
475
Capital Investment Advisors
Georgia
$314K -$43.6K -641 -12%
17 18
19
20 21