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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 %
HC
526
Hoese & Co
Minnesota
$185K – – –
Qube Research & Technologies (QRT)
527
Qube Research & Technologies (QRT)
United Kingdom
$175K +$17.1K +252 +11%
JFA
528
JNBA Financial Advisors
Minnesota
$174K -$10.5K -154 -6%
AP
529
Atwood & Palmer
Missouri
$173K -$7.96K -117 -4%
PWMG
530
Prestige Wealth Management Group
New Jersey
$170K -$12K -177 -7%
SS
531
Sunbelt Securities
Texas
$169K – – –
AAP
532
Arax Advisory Partners
Colorado
$160K +$160K +2,354 New
CI
533
CX Institutional
Indiana
$159K +$159K +2,335 New
MCM
534
MAI Capital Management
Ohio
$157K – – –
Bank of Montreal
535
Bank of Montreal
Ontario, Canada
$155K – – –
AIM
536
Acropolis Investment Management
Missouri
$151K – – –
RWPA
537
Richard W. Paul & Associates
Michigan
$150K – – –
CWM
538
Copia Wealth Management
Oregon
$150K +$1.02K +15 +0.7%
William Blair & Company
539
William Blair & Company
Illinois
$144K -$40.8K -600 -22%
S
540
SignatureFD
Georgia
$141K +$68 +1 +0%
SAM
541
Sherman Asset Management
California
$134K – – –
MFS
542
Mattson Financial Services
Michigan
$133K +$133K +1,953 New
MWM
543
MGB Wealth Management
Texas
$128K +$2.44K +36 +2%
BIG
544
Brooklyn Investment Group
New York
$122K +$122K +1,792 New
GT
545
Glenmede Trust
Pennsylvania
$122K – – –
T
546
Tidemark
California
$120K -$1.84K -27 -2%
MA
547
Montag & Associates
Georgia
$119K – – –
NCM
548
Northwest Capital Management
Oregon
$118K +$272 +4 +0.2%
CTWM
549
Cherry Tree Wealth Management
Minnesota
$104K -$2.79K -41 -3%
GTAM
550
Global Trust Asset Management
Florida
$102K – – –
20 21
22
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