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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
CTWM
576
Cherry Tree Wealth Management
Minnesota
$115K
GTAM
577
Global Trust Asset Management
Florida
$113K
NS
578
NBC Securities
Alabama
$105K
PAG
579
Paladin Advisory Group
Iowa
$89.2K
PMFA
580
Plante Moran Financial Advisors
Michigan
$83.3K
W
581
WealthCollab
Washington
$82.8K
HR
582
Howe & Rusling
New York
$78.8K
CFS
583
Compass Financial Services
Iowa
$78.3K
Russell Investments Group
584
Russell Investments Group
United Kingdom
$72.4K
SIC
585
Salem Investment Counselors
North Carolina
$71.7K
HWA
586
HHM Wealth Advisors
Tennessee
$61.9K
NSIM
587
North Star Investment Management
Illinois
$58.2K
CFB
588
Cullen/Frost Bankers
Texas
$56.1K
IHWM
589
Iron Horse Wealth Management
Iowa
$56K
NFSG
590
Newbridge Financial Services Group
Florida
$55.4K
WCM
591
WealthTrak Capital Management
Virginia
$50.1K
TCOT
592
Trust Company of Toledo
Ohio
$45.6K
AA
593
Ancora Advisors
Ohio
$43.7K
AWM
594
Accredited Wealth Management
Kentucky
$43.1K
SWM
595
Spire Wealth Management
Virginia
$42.5K
CWP
596
Concord Wealth Partners
Virginia
$41.3K
US Bancorp
597
US Bancorp
Minnesota
$40.1K
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$37.4K
MWM
599
MGB Wealth Management
Texas
$37.3K
GIA
600
GHP Investment Advisors
Colorado
$36.6K