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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 %
WTC
626
WhitTier Trust Company
Nevada
$2.31K +$2.31K +34 New
TWC
627
TD Waterhouse Canada
Ontario, Canada
$1.64K -$8.8K -129 -84%
CFD
628
Creative Financial Designs
Indiana
$1.46K – – –
T
629
Transce3nd
Texas
$1.02K – – –
RWA
630
Redmont Wealth Advisors
Illinois
$544 +$544 +8 New
IAA
631
Independent Advisor Alliance
North Carolina
– -$104M -1,457,162 Closed
SFI
632
SPC Financial Inc
Maryland
– -$9.41M -131,705 Closed
SPAS
633
Spectrum Planning & Advisory Services
California
– -$6.1M -85,402 Closed
Thrivent Financial for Lutherans
634
Thrivent Financial for Lutherans
Minnesota
– -$2.16M -30,163 Closed
Jane Street
635
Jane Street
New York
– -$1.51M -21,160 Closed
SW
636
Simplicity Wealth
New Jersey
– -$1.34M -18,746 Closed
NPAN
637
Northeast Planning Associates NH
New Hampshire
– -$880K -12,316 Closed
FMWA
638
Forvis Mazars Wealth Advisors
Missouri
– -$675K -9,446 Closed
CAM
639
Congress Asset Management
Massachusetts
– -$599K -8,383 Closed
CWM
640
Congress Wealth Management
Massachusetts
– -$599K -8,383 Closed
CIAS
641
CFS Investment Advisory Services
New Jersey
– -$385K -5,392 Closed
WI
642
WrapManager Inc
California
– -$335K -4,683 Closed
FPW
643
Flagship Private Wealth
Massachusetts
– -$231K -3,235 Closed
MWM
644
Meridian Wealth Management
Kentucky
– -$227K -3,181 Closed
HAIM
645
Hunter Associates Investment Management
Pennsylvania
– -$217K -3,045 Closed
TWM
646
Trevian Wealth Management
Massachusetts
– -$209K -2,927 Closed
CPC
647
Cookson Peirce & Co
Pennsylvania
– -$206K -2,890 Closed
MGIA
648
Moneta Group Investment Advisors
Missouri
– -$205K -2,873 Closed
FNA
649
First National Advisers
Nebraska
– -$203K -2,838 Closed
EL
650
Essex LLC
Illinois
– -$202K -2,825 Closed
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