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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
FFWM
501
Future Financial Wealth Management
Ohio
$251K
FAM
502
Formidable Asset Management
Ohio
$250K
OWA
503
One Wealth Advisors
California
$249K
SGCA
504
Steel Grove Capital Advisors
Tennessee
$245K
FWM
505
Fortress Wealth Management
California
$244K
HSG
506
Helen Stephens Group
Texas
$239K
TPWA
507
TRUE Private Wealth Advisors
Oregon
$239K
TFGT
508
TS Financial Group (TSFG)
Illinois
$238K
JWCA
509
J.W. Cole Advisors
Florida
$236K
IP
510
Ignite Planners
California
$236K
MWM
511
McNaughton Wealth Management
California
$234K
Baird Financial Group
512
Baird Financial Group
Wisconsin
$233K
FAIM
513
Financial Advocates Investment Management
Washington
$230K
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$227K
CFS
515
CRA Financial Services
New Jersey
$227K
RFG
516
Range Financial Group
Oregon
$226K
LFA
517
Laraway Financial Advisors
Minnesota
$223K
RDWM
518
Red Door Wealth Management
Tennessee
$215K
SS
519
SBI Securities
Japan
$212K
SAS
520
SMI Advisory Services
Indiana
$211K
OWM
521
Opes Wealth Management
California
$206K
HWM
522
HB Wealth Management
Georgia
$206K
JIC
523
Johnson Investment Counsel
Ohio
$204K
BF
524
BOK Financial
Oklahoma
$204K
LK
525
Lumbard & Kellner
New Hampshire
$203K