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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
1
Creative Planning
Kansas
$123M
2
RW
2
RVW Wealth
California
$67.7M
3
GWM
3
Geneos Wealth Management
Colorado
$54M
4
TC
4
TownSquare Capital
Utah
$26.5M
5
LPT
5
Legacy Private Trust
Wisconsin
$84.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$220M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
SFP
3
Shepherd Financial Partners
Massachusetts
$48.2M
4
RA
4
RFG Advisory
Alabama
$101M
5
SF
5
Symphony Financial
Texas
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$312K -$63.9K -940 -17%
FFM
477
Flagstone Financial Management
Nebraska
$309K – – –
IA
478
IFP Advisors
Florida
$305K -$84.4K -1,241 -22%
RPGK
479
Retirement Planning Group (Kansas)
Kansas
$305K +$10.9K +160 +4%
CIA
480
Concurrent Investment Advisors
Florida
$304K +$72.5K +1,066 +31%
WPC
481
Wedmont Private Capital
Pennsylvania
$303K – – –
SIM
482
Stratos Investment Management
Ohio
$303K +$303K +4,449 New
DCM
483
Donaldson Capital Management
Indiana
$301K – – –
GWS
484
Glassman Wealth Services
Virginia
$299K – – –
Empower Advisory Group
485
Empower Advisory Group
Colorado
$297K -$26.5K -389 -8%
Janney Montgomery Scott
486
Janney Montgomery Scott
Pennsylvania
$295K – – –
O3W
487
Omni 360 Wealth
New Jersey
$290K -$3.27K -48 -1%
CPWA
488
Cerro Pacific Wealth Advisors
California
$289K +$75.9K +1,063 +36%
GKWIM
489
Gerber Kawasaki Wealth & Investment Management
California
$288K +$952 +14 +0.3%
WCM
490
Washburn Capital Management
Florida
$284K – – –
GWP
491
Gateway Wealth Partners
Wisconsin
$283K -$43.5K -639 -13%
PFP
492
Paragon Financial Partners
California
$278K +$680 +10 +0.2%
DAS
493
Diversify Advisory Services
Utah
$275K +$1.68K +25 +0.6%
FWM
494
Focused Wealth Management
New York
$274K -$13.2K -194 -5%
BFP
495
Brewster Financial Planning
New York
$267K – – –
CHAM
496
Clear Harbor Asset Management
Connecticut
$260K – – –
OGF
497
Orin Green Financial
California
$259K +$259K +4,149 New
VFG
498
Victory Financial Group
Texas
$255K +$1.22K +18 +0.5%
TFM
499
Trademark Financial Management
Minnesota
$254K +$2.72K +40 +1%
FFWM
500
Future Financial Wealth Management
Ohio
$251K -$1.84K -27 -0.7%
18 19
20
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