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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 %
FAM
501
Formidable Asset Management
Ohio
$250K – – –
OWA
502
One Wealth Advisors
California
$249K +$4.29K +63 +2%
SGCA
503
Steel Grove Capital Advisors
Tennessee
$245K – – –
FWM
504
Fortress Wealth Management
California
$244K – – –
HSG
505
Helen Stephens Group
Texas
$239K +$1.09K +16 +0.5%
TPWA
506
TRUE Private Wealth Advisors
Oregon
$239K +$340 +5 +0.1%
TFGT
507
TS Financial Group (TSFG)
Illinois
$238K -$23.8K -350 -9%
JWCA
508
J.W. Cole Advisors
Florida
$236K -$1.24M -18,260 -84%
IP
509
Ignite Planners
California
$236K +$236K +3,480 New
MWM
510
McNaughton Wealth Management
California
$234K -$11.6K -170 -5%
Baird Financial Group
511
Baird Financial Group
Wisconsin
$233K +$68 +1 +0%
FAIM
512
Financial Advocates Investment Management
Washington
$230K -$75.4K -1,109 -25%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$227K -$18.7K -275 -8%
CFS
514
CRA Financial Services
New Jersey
$227K -$20.8K -306 -8%
RFG
515
Range Financial Group
Oregon
$226K +$226K +3,327 New
LFA
516
Laraway Financial Advisors
Minnesota
$223K +$223K +3,284 New
RDWM
517
Red Door Wealth Management
Tennessee
$215K +$680 +10 +0.3%
SS
518
SBI Securities
Japan
$212K +$17.3K +254 +9%
SAS
519
SMI Advisory Services
Indiana
$211K – – –
OWM
520
Opes Wealth Management
California
$206K +$408 +6 +0.2%
HWM
521
HB Wealth Management
Georgia
$206K +$206K +3,023 New
JIC
522
Johnson Investment Counsel
Ohio
$204K -$748 -11 -0.4%
BF
523
BOK Financial
Oklahoma
$204K – – –
LK
524
Lumbard & Kellner
New Hampshire
$203K – – –
GI
525
Gradient Investments
Minnesota
$201K +$201K +2,962 New
19 20
21
22 23