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SPDR Portfolio S&P 1500 Composite Stock Market ETF

631 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 47 funds opening new positions, 220 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less funds holding in top 10

Funds holding in top 10: 7574 (-1)

15% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 258

15% less capital invested

Capital invested by funds: $7.05B → $5.97B (-$1.08B)

Holders
631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$578K
Puts
$279K
Net Calls
Net Calls Change

Top Sellers

1 -$248M
2 -$104M
3 -$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
601
IMG Wealth Management
Florida
$16.3K
BWL
602
Bogart Wealth LLC
Virginia
$16.1K
PWMG
603
Private Wealth Management Group
New Jersey
$15.7K
FIM
604
FWL Investment Management
Texas
$14.5K
MFT
605
Moisand Fitzgerald Tamayo
Florida
$13.1K
MMCM
606
Murphy & Mullick Capital Management
New York
$11.9K
AF
607
Advisornet Financial
Minnesota
$11.4K
National Bank of Canada
608
National Bank of Canada
Quebec, Canada
$11.3K
CT
609
Caldwell Trust
Florida
$10.2K
GSWM
610
Golden State Wealth Management
California
$8.41K
CBT
611
Crews Bank & Trust
Florida
$8.37K
FRA
612
Front Row Advisors
California
$7.28K
LFA
613
LGT Financial Advisors
Texas
$7.25K
OC
614
Oakworth Capital
Alabama
$7.21K
TVWM
615
Tower View Wealth Management
Wisconsin
$6.85K
1IA
616
1620 Investment Advisors
Massachusetts
$5.78K
OCM
617
Orion Capital Management
California
$5.44K
SPIA
618
Steward Partners Investment Advisory
New York
$5.03K
DFA
619
DHJJ Financial Advisors
Illinois
$4.65K
CPBTD
620
Central Pacific Bank - Trust Division
Hawaii
$3.81K
PIS
621
POM Investment Strategies
North Carolina
$3.81K
LWMI
622
Legacy Wealth Management (Idaho)
Idaho
$3.67K
EB
623
Eastern Bank
Massachusetts
$3.6K
SIS
624
Sound Income Strategies
Florida
$3.4K
PWAM
625
Private Wealth Asset Management
Iowa
$3.2K