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

643 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 63 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
0.97%
New
63
Increased
224
Reduced
249
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$222M
2
SF
2
Symphony Financial
Texas
$46.9M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$39.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$180M
2
RA
2
RFG Advisory
Alabama
$35.2M
3
RW
3
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$143M
5
GWM
5
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
626
Crews Bank & Trust
Florida
$9.21K – – –
LFA
627
LGT Financial Advisors
Texas
$8.01K – – –
OC
628
Oakworth Capital
Alabama
$7.94K – – –
TVWM
629
Tower View Wealth Management
Wisconsin
$7.56K – – –
OCM
630
Orion Capital Management
California
$5.99K – – –
SPIA
631
Steward Partners Investment Advisory
New York
$5.54K – – –
Citigroup
632
Citigroup
New York
$5.47K +$5.47K +73 New
DFA
633
DHJJ Financial Advisors
Illinois
$5.14K +$74 +1 +1%
1IA
634
1620 Investment Advisors
Massachusetts
$4.12K -$2.25K -30 -35%
LWMI
635
Legacy Wealth Management (Idaho)
Idaho
$4.05K – – –
LIS
636
Legacy Investment Solutions
Idaho
$4.05K +$4.05K +54 New
SIS
637
Sound Income Strategies
Florida
$3.75K – – –
PWAM
638
Private Wealth Asset Management
Iowa
$3.52K – – –
WTC
639
WhitTier Trust Company
Nevada
$2.55K – – –
DWM
640
Darwin Wealth Management
Florida
$2.25K -$824 -11 -27%
TWC
641
TD Waterhouse Canada
Ontario, Canada
$1.65K -$150 -2 -8%
CFD
642
Creative Financial Designs
Indiana
$1.61K +$73 +1 +5%
T
643
Transce3nd
Texas
$674 -$449 -6 -40%
BNP Paribas Financial Markets
644
BNP Paribas Financial Markets
France
$225 +$225 +3 New
TC
645
TownSquare Capital
Utah
– -$26.5M -389,529 Closed
AFA
646
AllGen Financial Advisors
Florida
– -$19.4M -285,342 Closed
SIAS
647
Summit Investment Advisory Services
Minnesota
– -$9.46M -139,136 Closed
FMP
648
Financial Management Professionals
Texas
– -$7.7M -113,194 Closed
FTUS
649
Flow Traders U.S.
New York
– -$5.48M -80,624 Closed
OMC
650
Old Mission Capital
Illinois
– -$3.62M -53,158 Closed
24 25
26
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