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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
FCMA
476
Foresight Capital Management Advisors
Michigan
$367K
CA
477
Clearstead Advisors
Ohio
$367K
PRTG
478
Post Resch Tallon Group
New York
$365K
FWP
479
Falcon Wealth Planning
California
$364K
HIP
480
HUB Investment Partners
Texas
$363K
QWM
481
Quadcap Wealth Management
Texas
$361K
TCM
482
Triumph Capital Management
Colorado
$360K
GWSG
483
GPS Wealth Strategies Group
Colorado
$360K
WBCM
484
Wilson & Boucher Capital Management
California
$359K
PCA
485
Prosperity Capital Advisors
Ohio
$355K
WPC
486
Wedmont Private Capital
Pennsylvania
$354K
GCA
487
Gradient Capital Advisors
California
$353K
BFA
488
Beaumont Financial Advisors
Massachusetts
$352K
TA
489
TFG Advisers
Michigan
$350K
CIA
490
Capital Investment Advisors
Georgia
$346K
MCWS
491
McKinley Carter Wealth Services
West Virginia
$344K
BWS
492
Broadway Wealth Solutions
Texas
$337K
RPGK
493
Retirement Planning Group (Kansas)
Kansas
$336K
WWM
494
WJ Wealth Management
Arizona
$333K
DCM
495
Donaldson Capital Management
Indiana
$331K
IA
496
IFP Advisors
Florida
$331K
CIA
497
Concurrent Investment Advisors
Florida
$330K
Empower Advisory Group
498
Empower Advisory Group
Colorado
$327K
DAS
499
Diversify Advisory Services
Utah
$324K
FHC
500
First Heartland Consultants
Missouri
$324K