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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
DWM
626
Darwin Wealth Management
Florida
$2.93K
HCP
627
Hexagon Capital Partners
Arkansas
$2.72K
WTC
628
WhitTier Trust Company
Nevada
$2.31K
TWC
629
TD Waterhouse Canada
Ontario, Canada
$1.64K
CFD
630
Creative Financial Designs
Indiana
$1.46K
T
631
Transce3nd
Texas
$1.02K
RWA
632
Redmont Wealth Advisors
Illinois
$544
IAA
633
Independent Advisor Alliance
North Carolina
SFI
634
SPC Financial Inc
Maryland
SPAS
635
Spectrum Planning & Advisory Services
California
Thrivent Financial for Lutherans
636
Thrivent Financial for Lutherans
Minnesota
Jane Street
637
Jane Street
New York
SW
638
Simplicity Wealth
New Jersey
NPAN
639
Northeast Planning Associates NH
New Hampshire
FMWA
640
Forvis Mazars Wealth Advisors
Missouri
CAM
641
Congress Asset Management
Massachusetts
CWM
642
Congress Wealth Management
Massachusetts
CIAS
643
CFS Investment Advisory Services
New Jersey
WI
644
WrapManager Inc
California
FPW
645
Flagship Private Wealth
Massachusetts
MWM
646
Meridian Wealth Management
Kentucky
HAIM
647
Hunter Associates Investment Management
Pennsylvania
TWM
648
Trevian Wealth Management
Massachusetts
CPC
649
Cookson Peirce & Co
Pennsylvania
MGIA
650
Moneta Group Investment Advisors
Missouri