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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$180M
2
RA
RFG Advisory
Alabama
$35.2M
3
RW
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$143M
5
GWM
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
476
HUB Investment Partners
Texas
$363K -$4.27K -57 -1%
QWM
477
Quadcap Wealth Management
Texas
$361K -$44.9K -599 -11%
TCM
478
Triumph Capital Management
Colorado
$360K -$19.9K -266 -5%
GWSG
479
GPS Wealth Strategies Group
Colorado
$360K -$3.82K -51 -1%
WBCM
480
Wilson & Boucher Capital Management
California
$359K – – –
PCA
481
Prosperity Capital Advisors
Ohio
$355K -$45K -601 -11%
WPC
482
Wedmont Private Capital
Pennsylvania
$354K – – –
GCA
483
Gradient Capital Advisors
California
$353K – – –
BFA
484
Beaumont Financial Advisors
Massachusetts
$352K – – –
TA
485
TFG Advisers
Michigan
$350K +$1.72K +23 +0.5%
CIA
486
Capital Investment Advisors
Georgia
$346K +$75 +1 +0%
MCWS
487
McKinley Carter Wealth Services
West Virginia
$344K -$95.1K -1,270 -22%
BWS
488
Broadway Wealth Solutions
Texas
$337K -$12.5K -167 -4%
RPGK
489
Retirement Planning Group (Kansas)
Kansas
$336K – – –
WWM
490
WJ Wealth Management
Arizona
$333K -$16.9K -226 -5%
DCM
491
Donaldson Capital Management
Indiana
$331K – – –
IA
492
IFP Advisors
Florida
$331K -$5.24K -70 -2%
CIA
493
Concurrent Investment Advisors
Florida
$330K -$4.42K -59 -1%
Empower Advisory Group
494
Empower Advisory Group
Colorado
$327K – – –
DAS
495
Diversify Advisory Services
Utah
$324K +$5.92K +76 +2%
FHC
496
First Heartland Consultants
Missouri
$324K -$89.6K -1,197 -22%
O3W
497
Omni 360 Wealth
New Jersey
$321K +$1.57K +21 +0.5%
JBA
498
Johnson Bixby & Associates
Washington
$319K -$40.7K -543 -11%
WCM
499
Washburn Capital Management
Florida
$313K – – –
RPSA
500
Richard P. Slaughter Associates
Texas
$312K -$130K -1,738 -29%
18 19
20
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