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

643 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, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
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
224
Reduced
249
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$222M
2
SF
2
Symphony Financial
Texas
$46.9M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$39.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$180M
2
RA
2
RFG Advisory
Alabama
$35.2M
3
RW
3
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$143M
5
GWM
5
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$61.4M +$1.63M +21,812 +3%
MHR
27
Matthew Hamilton Rosenberg
$58.7M +$7.34M +97,961 +14%
FSG
28
Financial Strategies Group
Michigan
$56.8M +$802K +10,591 +1%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$55.8M +$210K +2,803 +0.4%
SFP
30
Shepherd Financial Partners
Massachusetts
$53.7M +$665K +8,880 +1%
Cerity Partners
31
Cerity Partners
New York
$52.3M +$6.8M +90,823 +15%
WFS
32
Weitzel Financial Services
Iowa
$51.5M +$1.16M +15,056 +2%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$50.3M +$2.11M +28,171 +4%
Raymond James Financial
34
Raymond James Financial
Florida
$49M +$11.6M +154,416 +31%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$47M -$156K -2,087 -0.3%
SF
36
Symphony Financial
Texas
$46.9M +$46.3M +615,517 +8,153%
VAMG
37
Voisard Asset Management Group
Michigan
$46.7M +$5.55M +74,151 +13%
WAS
38
Winch Advisory Services
Wisconsin
$43.5M -$225K -3,008 -0.5%
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
$43.4M +$43.4M +579,968 New
AWA
40
Aquire Wealth Advisors
Utah
$42.2M +$19.5M +260,409 +86%
ACM
41
Advisors Capital Management
New Jersey
$41.4M +$3.96M +52,855 +11%
AQR Capital Management
42
AQR Capital Management
Connecticut
$39.2M +$36.4M +486,157 +1,320%
JIP
43
Jaffetilchin Investment Partners
Florida
$39.1M +$460K +6,140 +1%
WAG
44
Winthrop Advisory Group
Massachusetts
$36M +$4.14M +55,239 +13%
VA
45
VestGen Advisors
Illinois
$35.9M +$985K +12,898 +3%
RA
46
RFG Advisory
Alabama
$35.2M -$75.9M -1,013,670 -68%
TCFP
47
Treasure Coast Financial Planning
Florida
$34M -$1.61M -21,558 -5%
GAG
48
GM Advisory Group
New York
$32.5M -$354K -4,733 -1%
PAS
49
Park Avenue Securities
New York
$32.3M -$1.18M -15,785 -4%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$30.3M -$5.09M -68,010 -14%
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