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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
SWP
26
Stratos Wealth Partners
Ohio
$54.3M
Bank of America
27
Bank of America
North Carolina
$54.2M
GWM
28
Geneos Wealth Management
Colorado
$54M
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$50.5M
FSG
30
Financial Strategies Group
Michigan
$48.3M
SFP
31
Shepherd Financial Partners
Massachusetts
$48.2M
MHR
32
Matthew Hamilton Rosenberg
$46.6M
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$43.7M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$42.8M
BIP
35
Blueprint Investment Partners
North Carolina
$42.7M
WFS
36
Weitzel Financial Services
Iowa
$42.6M
Cerity Partners
37
Cerity Partners
New York
$41.3M
WAS
38
Winch Advisory Services
Wisconsin
$39.7M
VAMG
39
Voisard Asset Management Group
Michigan
$37.4M
JIP
40
Jaffetilchin Investment Partners
Florida
$35.1M
ACM
41
Advisors Capital Management
New Jersey
$34M
Raymond James Financial
42
Raymond James Financial
Florida
$34M
TCFP
43
Treasure Coast Financial Planning
Florida
$32.3M
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$32.2M
VA
45
VestGen Advisors
Illinois
$31.1M
PAS
46
Park Avenue Securities
New York
$30.4M
GAG
47
GM Advisory Group
New York
$29.8M
WAG
48
Winthrop Advisory Group
Massachusetts
$28.9M
TC
49
TownSquare Capital
Utah
$26.5M
JCM
50
Jacobi Capital Management
Pennsylvania
$26.3M