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SPDR Portfolio S&P 1500 Composite Stock Market ETF

650 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, 252 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:

3% less funds holding in top 10

Funds holding in top 10: 7472 (-2)

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 252

Holders
650
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
FIM
626
FWL Investment Management
Texas
$16K
GI
627
GAMMA Investing
California
$15.9K
PS
628
Principal Securities
Iowa
$14.8K
AF
629
Advisornet Financial
Minnesota
$12.5K
CT
630
Caldwell Trust
Florida
$11.2K
MFT
631
Moisand Fitzgerald Tamayo
Florida
$10.4K
GSWM
632
Golden State Wealth Management
California
$9.27K
CBT
633
Crews Bank & Trust
Florida
$9.21K
LFA
634
LGT Financial Advisors
Texas
$8.01K
OC
635
Oakworth Capital
Alabama
$7.94K
TVWM
636
Tower View Wealth Management
Wisconsin
$7.56K
OCM
637
Orion Capital Management
California
$5.99K
SPIA
638
Steward Partners Investment Advisory
New York
$5.54K
Citigroup
639
Citigroup
New York
$5.47K
DFA
640
DHJJ Financial Advisors
Illinois
$5.13K
1IA
641
1620 Investment Advisors
Massachusetts
$4.12K
LWMI
642
Legacy Wealth Management (Idaho)
Idaho
$4.04K
LIS
643
Legacy Investment Solutions
Idaho
$4.04K
SIS
644
Sound Income Strategies
Florida
$3.75K
PWAM
645
Private Wealth Asset Management
Iowa
$3.52K
WTC
646
WhitTier Trust Company
Nevada
$2.54K
DWM
647
Darwin Wealth Management
Florida
$2.25K
TWC
648
TD Waterhouse Canada
Ontario, Canada
$1.65K
CFD
649
Creative Financial Designs
Indiana
$1.61K
T
650
Transce3nd
Texas
$674