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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
SWP
26
Stratos Wealth Partners
Ohio
$61.4M
MHR
27
Matthew Hamilton Rosenberg
$58.7M
FSG
28
Financial Strategies Group
Michigan
$56.8M
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$55.8M
SFP
30
Shepherd Financial Partners
Massachusetts
$53.7M
Cerity Partners
31
Cerity Partners
New York
$52.3M
WFS
32
Weitzel Financial Services
Iowa
$51.5M
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$50.3M
Raymond James Financial
34
Raymond James Financial
Florida
$49M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$47M
SF
36
Symphony Financial
Texas
$46.9M
VAMG
37
Voisard Asset Management Group
Michigan
$46.7M
WAS
38
Winch Advisory Services
Wisconsin
$43.5M
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
$43.4M
AWA
40
Aquire Wealth Advisors
Utah
$42.2M
ACM
41
Advisors Capital Management
New Jersey
$41.4M
AQR Capital Management
42
AQR Capital Management
Connecticut
$39.2M
JIP
43
Jaffetilchin Investment Partners
Florida
$39.1M
WAG
44
Winthrop Advisory Group
Massachusetts
$36M
VA
45
VestGen Advisors
Illinois
$35.9M
RA
46
RFG Advisory
Alabama
$35.2M
TCFP
47
Treasure Coast Financial Planning
Florida
$34M
GAG
48
GM Advisory Group
New York
$32.5M
PAS
49
Park Avenue Securities
New York
$32.3M
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$30.3M