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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

643 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 63 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.63%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
0.97%
New
63
Increased
224
Reduced
249
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$222M
2
SF
2
Symphony Financial
Texas
$46.9M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$39.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$180M
2
RA
2
RFG Advisory
Alabama
$35.2M
3
RW
3
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$143M
5
GWM
5
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
551
Hoese & Co
Minnesota
$204K – – –
NPAN
552
Northeast Planning Associates NH
New Hampshire
$201K +$201K +2,681 New
AP
553
Atwood & Palmer
Missouri
$191K – – –
PWMG
554
Prestige Wealth Management Group
New Jersey
$187K – – –
JFA
555
JNBA Financial Advisors
Minnesota
$186K -$5.54K -74 -3%
SS
556
Sunbelt Securities
Texas
$178K – – –
AAP
557
Arax Advisory Partners
Colorado
$176K – – –
CI
558
CX Institutional
Indiana
$175K – – –
MCM
559
MAI Capital Management
Ohio
$173K – – –
Bank of Montreal
560
Bank of Montreal
Ontario, Canada
$171K +$824 +11 +0.5%
RWPA
561
Richard W. Paul & Associates
Michigan
$166K – – –
CWM
562
Copia Wealth Management
Oregon
$165K – – –
S
563
SignatureFD
Georgia
$155K +$75 +1 +0%
HFS
564
Hantz Financial Services
Michigan
$152K +$152K +2,034 New
SAM
565
Sherman Asset Management
California
$148K – – –
William Blair & Company
566
William Blair & Company
Illinois
$143K -$15.2K -203 -10%
GIM
567
Glenmede Investment Management
Pennsylvania
$134K +$134K +1,789 New
MA
568
Montag & Associates
Georgia
$132K – – –
Fifth Third Bancorp
569
Fifth Third Bancorp
Ohio
$118K +$44.9K +600 +61%
CIBC Private Wealth Group
570
CIBC Private Wealth Group
Georgia
$117K – – –
T
571
Tidemark
California
$116K -$16.1K -215 -12%
CTWM
572
Cherry Tree Wealth Management
Minnesota
$115K – – –
GTAM
573
Global Trust Asset Management
Florida
$113K – – –
NS
574
NBC Securities
Alabama
$105K – – –
PAG
575
Paladin Advisory Group
Iowa
$89.2K +$2.17K +29 +2%
21 22
23
24 25