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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
O3W
501
Omni 360 Wealth
New Jersey
$321K
JBA
502
Johnson Bixby & Associates
Washington
$319K
WCM
503
Washburn Capital Management
Florida
$313K
RPSA
504
Richard P. Slaughter Associates
Texas
$312K
OGF
505
Orin Green Financial
California
$311K
WEG
506
World Equity Group
Illinois
$307K
PFP
507
Paragon Financial Partners
California
$307K
BWP
508
Balboa Wealth Partners
Arizona
$300K
LWMM
509
Legacy Wealth Management (Mississippi)
Mississippi
$297K
FWM
510
Focused Wealth Management
New York
$294K
RFG
511
Range Financial Group
Oregon
$288K
BIG
512
Brooklyn Investment Group
New York
$287K
BFP
513
Brewster Financial Planning
New York
$286K
CHAM
514
Clear Harbor Asset Management
Connecticut
$286K
LFA
515
Laraway Financial Advisors
Minnesota
$286K
KAS
516
KPP Advisory Services
Kentucky
$277K
FFWM
517
Future Financial Wealth Management
Ohio
$276K
TFM
518
Trademark Financial Management
Minnesota
$271K
SGCA
519
Steel Grove Capital Advisors
Tennessee
$270K
OWA
520
One Wealth Advisors
California
$269K
FWM
521
Fortress Wealth Management
California
$269K
HSG
522
Helen Stephens Group
Texas
$262K
BCI
523
Brinker Capital Investments
Pennsylvania
$262K
TFGT
524
TS Financial Group (TSFG)
Illinois
$262K
SAS
525
SMI Advisory Services
Indiana
$261K