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

629 hedge funds and large institutions have $5.97B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 219 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
8.55%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.01%
New
48
Increased
219
Reduced
258
Closed
32
Calls
$578K
Puts
$279K
Net Calls
+$299K
Net Calls Change
-$337K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$123M
2
RW
2
RVW Wealth
California
$67.7M
3
GWM
3
Geneos Wealth Management
Colorado
$54M
4
TC
4
TownSquare Capital
Utah
$26.5M
5
LPT
5
Legacy Private Trust
Wisconsin
$84.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$220M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
SFP
3
Shepherd Financial Partners
Massachusetts
$48.2M
4
RA
4
RFG Advisory
Alabama
$101M
5
SF
5
Symphony Financial
Texas
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
601
Bogart Wealth LLC
Virginia
$16.1K +$13.6K +200 +556%
PWMG
602
Private Wealth Management Group
New Jersey
$15.7K – – –
FIM
603
FWL Investment Management
Texas
$14.5K -$3.33K -49 -19%
MFT
604
Moisand Fitzgerald Tamayo
Florida
$13.1K -$3.95K -58 -23%
MMCM
605
Murphy & Mullick Capital Management
New York
$11.9K – – –
AF
606
Advisornet Financial
Minnesota
$11.4K – – –
National Bank of Canada
607
National Bank of Canada
Quebec, Canada
$11.3K +$11.3K +166 New
GSWM
608
Golden State Wealth Management
California
$8.41K -$152K -2,217 -95%
CBT
609
Crews Bank & Trust
Florida
$8.37K – – –
FRA
610
Front Row Advisors
California
$7.28K – – –
LFA
611
LGT Financial Advisors
Texas
$7.25K +$68 +1 +0.9%
OC
612
Oakworth Capital
Alabama
$7.21K – – –
TVWM
613
Tower View Wealth Management
Wisconsin
$6.85K +$68 +1 +1%
1IA
614
1620 Investment Advisors
Massachusetts
$5.78K -$12.9K -190 -69%
OCM
615
Orion Capital Management
California
$5.44K – – –
SPIA
616
Steward Partners Investment Advisory
New York
$5.03K – – –
DFA
617
DHJJ Financial Advisors
Illinois
$4.65K – – –
CPBTD
618
Central Pacific Bank - Trust Division
Hawaii
$3.81K – – –
PIS
619
POM Investment Strategies
North Carolina
$3.81K +$3.81K +56 New
LWMI
620
Legacy Wealth Management (Idaho)
Idaho
$3.67K -$13.6K -200 -79%
EB
621
Eastern Bank
Massachusetts
$3.61K +$3.61K +53 New
SIS
622
Sound Income Strategies
Florida
$3.4K – – –
PWAM
623
Private Wealth Asset Management
Iowa
$3.2K +$3.2K +47 New
DWM
624
Darwin Wealth Management
Florida
$2.93K – – –
HCP
625
Hexagon Capital Partners
Arkansas
$2.72K – – –
23 24
25
26 27