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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
8.62%
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 %
PMFA
576
Plante Moran Financial Advisors
Michigan
$83.3K – – –
W
577
WealthCollab
Washington
$82.8K – – –
HR
578
Howe & Rusling
New York
$78.8K – – –
CFS
579
Compass Financial Services
Iowa
$78.3K +$225 +3 +0.3%
Russell Investments Group
580
Russell Investments Group
United Kingdom
$72.4K +$2.02K +27 +3%
SIC
581
Salem Investment Counselors
North Carolina
$71.7K +$10.1K +135 +16%
HWA
582
HHM Wealth Advisors
Tennessee
$61.9K – – –
NSIM
583
North Star Investment Management
Illinois
$58.2K +$225 +3 +0.4%
CFB
584
Cullen/Frost Bankers
Texas
$56.1K +$56.1K +749 New
IHWM
585
Iron Horse Wealth Management
Iowa
$56K -$899 -12 -2%
NFSG
586
Newbridge Financial Services Group
Florida
$55.4K – – –
WCM
587
WealthTrak Capital Management
Virginia
$50.1K +$21.9K +293 +78%
TCOT
588
Trust Company of Toledo
Ohio
$45.6K +$45.6K +609 New
AA
589
Ancora Advisors
Ohio
$43.7K – – –
AWM
590
Accredited Wealth Management
Kentucky
$43.1K – – –
SWM
591
Spire Wealth Management
Virginia
$42.5K -$10.5K -140 -20%
CWP
592
Concord Wealth Partners
Virginia
$41.3K – – –
US Bancorp
593
US Bancorp
Minnesota
$40.1K – – –
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$37.4K +$37.4K +500 New
MWM
595
MGB Wealth Management
Texas
$37.3K -$103K -1,385 -73%
GIA
596
GHP Investment Advisors
Colorado
$36.6K +$150 +2 +0.4%
MCA
597
Maryland Capital Advisors
Maryland
$36.2K – – –
FWP
598
FAS Wealth Partners
Kansas
$35.9K – – –
SCA
599
Stuart Chaussee & Associates
California
$35.6K – – –
CA
600
Crewe Advisors
Utah
$35.1K +$35.1K +469 New
22 23
24
25 26