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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
FA
551
FSA Advisors
Michigan
$209K
HWM
552
Horizon Wealth Management
Illinois
$208K
PGWM
553
Parisi Gray Wealth Management
New Jersey
$207K
MWC
554
MBM Wealth Consultants
Missouri
$204K
HC
555
Hoese & Co
Minnesota
$204K
NPAN
556
Northeast Planning Associates NH
New Hampshire
$201K
AP
557
Atwood & Palmer
Missouri
$191K
PWMG
558
Prestige Wealth Management Group
New Jersey
$187K
JFA
559
JNBA Financial Advisors
Minnesota
$186K
SS
560
Sunbelt Securities
Texas
$178K
AAP
561
Arax Advisory Partners
Colorado
$176K
CI
562
CX Institutional
Indiana
$175K
MCM
563
MAI Capital Management
Ohio
$173K
Bank of Montreal
564
Bank of Montreal
Ontario, Canada
$171K
RWPA
565
Richard W. Paul & Associates
Michigan
$166K
CWM
566
Copia Wealth Management
Oregon
$165K
S
567
SignatureFD
Georgia
$155K
HFS
568
Hantz Financial Services
Michigan
$152K
SAM
569
Sherman Asset Management
California
$148K
William Blair & Company
570
William Blair & Company
Illinois
$143K
GIM
571
Glenmede Investment Management
Pennsylvania
$134K
MA
572
Montag & Associates
Georgia
$132K
Fifth Third Bancorp
573
Fifth Third Bancorp
Ohio
$118K
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$117K
T
575
Tidemark
California
$116K