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

641 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, 248 reducing their positions, and 34 closing their positions.

Holders
641
Holders Change
+12
Holders Change %
+1.91%
% of All Funds
8.6%
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
248
Closed
34
Calls
$337K
Puts
–
Net Calls
+$337K
Net Calls Change
+$38K

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 Market Value Shares Shares
Change 		Shares
Change %
LMKC
651
L.M. Kohn & Company
Ohio
– – -22,148 Closed
WHG
652
Westwood Holdings Group
Texas
– – -19,863 Closed
ARC
653
Advisor Resource Council
Texas
– – -13,584 Closed
HF
654
HRT Financial
New York
– – -7,623 Closed
BPWM
655
Badgley Phelps Wealth Managers
Washington
– – -7,110 Closed
VF
656
Vawter Financial
Ohio
– – -5,626 Closed
CPWA
657
Cerro Pacific Wealth Advisors
California
– – -4,044 Closed
IP
658
Ignite Planners
California
– – -3,480 Closed
Baird Financial Group
659
Baird Financial Group
Wisconsin
– – -3,419 Closed
FAIM
660
Financial Advocates Investment Management
Washington
– – -3,385 Closed
HWM
661
HB Wealth Management
Georgia
– – -3,023 Closed
JIC
662
Johnson Investment Counsel
Ohio
– – -3,001 Closed
GI
663
Gradient Investments
Minnesota
– – -2,962 Closed
AIM
664
Acropolis Investment Management
Missouri
– – -2,226 Closed
MFS
665
Mattson Financial Services
Michigan
– – -1,953 Closed
CRFG
666
Columbia River Financial Group
Washington
– – -1,423 Closed
CCM
667
Coldstream Capital Management
Washington
– – -1,054 Closed
BFS
668
Burkett Financial Services
South Carolina
– – -880 Closed
AWM
669
Angeles Wealth Management
California
– – -763 Closed
MG
670
Mather Group
Illinois
– – -704 Closed
PA
671
PSI Advisors
Florida
– – -569 Closed
HT
672
Headlands Technologies
Illinois
– – -507 Closed
CWM
673
Compass Wealth Management
Connecticut
– – -354 Closed
FRA
674
Front Row Advisors
California
– – -107 Closed
PIS
675
POM Investment Strategies
North Carolina
– – -56 Closed
24 25 26
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