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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
Qube Research & Technologies (QRT)
526
Qube Research & Technologies (QRT)
United Kingdom
$259K
MWM
527
McNaughton Wealth Management
California
$258K
KIM
528
Kestra Investment Management
Texas
$256K
GWMIA
529
Global Wealth Management Investment Advisory
Florida
$255K
CFS
530
CRA Financial Services
New Jersey
$250K
FAM
531
Formidable Asset Management
Ohio
$250K
BWM
532
Buska Wealth Management
Wisconsin
$247K
CMS
533
Capital Market Strategies
Florida
$246K
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$246K
AA
535
Apriem Advisors
California
$245K
TPWA
536
TRUE Private Wealth Advisors
Oregon
$244K
WOSD
537
WFA of San Diego
California
$242K
SS
538
SBI Securities
Japan
$239K
KRW
539
Kaufman Rossin Wealth
Florida
$238K
RDWM
540
Red Door Wealth Management
Tennessee
$238K
OWM
541
Opes Wealth Management
California
$227K
AWM
542
Aviso Wealth Management
Washington
$226K
BF
543
BOK Financial
Oklahoma
$225K
LK
544
Lumbard & Kellner
New Hampshire
$224K
VFG
545
Victory Financial Group
Texas
$221K
TWM
546
Trevian Wealth Management
Massachusetts
$219K
CPC
547
Cookson Peirce & Co
Pennsylvania
$216K
FPW
548
Flagship Private Wealth
Massachusetts
$215K
FNA
549
First National Advisers
Nebraska
$213K
EL
550
Essex LLC
Illinois
$212K