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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
CIA
476
Capital Investment Advisors
Georgia
$314K
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$312K
FFM
478
Flagstone Financial Management
Nebraska
$309K
IA
479
IFP Advisors
Florida
$305K
RPGK
480
Retirement Planning Group (Kansas)
Kansas
$305K
CIA
481
Concurrent Investment Advisors
Florida
$304K
WPC
482
Wedmont Private Capital
Pennsylvania
$303K
SIM
483
Stratos Investment Management
Ohio
$303K
DCM
484
Donaldson Capital Management
Indiana
$301K
GWS
485
Glassman Wealth Services
Virginia
$299K
Empower Advisory Group
486
Empower Advisory Group
Colorado
$297K
Janney Montgomery Scott
487
Janney Montgomery Scott
Pennsylvania
$295K
O3W
488
Omni 360 Wealth
New Jersey
$290K
CPWA
489
Cerro Pacific Wealth Advisors
California
$289K
GKWIM
490
Gerber Kawasaki Wealth & Investment Management
California
$288K
WCM
491
Washburn Capital Management
Florida
$284K
GWP
492
Gateway Wealth Partners
Wisconsin
$283K
PFP
493
Paragon Financial Partners
California
$278K
DAS
494
Diversify Advisory Services
Utah
$275K
FWM
495
Focused Wealth Management
New York
$274K
BFP
496
Brewster Financial Planning
New York
$267K
CHAM
497
Clear Harbor Asset Management
Connecticut
$260K
OGF
498
Orin Green Financial
California
$259K
VFG
499
Victory Financial Group
Texas
$255K
TFM
500
Trademark Financial Management
Minnesota
$254K