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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 %
GWM
51
Geneos Wealth Management
Colorado
$30.2M 403,459 -389,878 -49%
BFA
52
Blueprint Financial Advisors
North Carolina
$29.4M 392,822 +134,410 +52%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$28.9M 385,408 +323,495 +522%
RI
54
Rinkey Investments
California
$28.3M 378,037 -5,614 -1%
KWM
55
Kingsview Wealth Management
Oregon
$27.8M 371,844 +33,068 +10%
EH
56
Equitable Holdings
New York
$27.4M 366,353 +13,182 +4%
RWM
57
Rialto Wealth Management
New York
$27.3M 364,072 +35,704 +11%
WA
58
Waverly Advisors
Alabama
$26.2M 349,454 -1,796 -0.5%
RBC
59
Roble Belko & Company
Pennsylvania
$25.6M 342,064 +206,889 +153%
BSWM
60
Boston Standard Wealth Management
Massachusetts
$25.6M 341,551 -19,409 -5%
JCM
61
Jacobi Capital Management
Pennsylvania
$25.5M 340,738 -46,612 -12%
SWM
62
SigFig Wealth Management
California
$24.2M 325,115 -16,436 -5%
PS
63
Portfolio Strategies
New York
$23.9M 319,552 -55,652 -15%
RW
64
RVW Wealth
California
$23.4M 312,454 -683,720 -69%
FF
65
Fox Financial
Pennsylvania
$23.3M 311,660 +2,475 +0.8%
FPAS
66
Focus Partners Advisor Solutions
Missouri
$22.8M 305,037 +250,015 +454%
MML Investors Services
67
MML Investors Services
Massachusetts
$22.6M 302,044 +17,434 +6%
DC
68
Dorval Corp
Minnesota
$22.6M 301,830 +10,489 +4%
AF
69
Abound Financial
California
$22.5M 301,098 +6,399 +2%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$21.8M 291,570 -83,582 -22%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$21.6M 288,606 +20,320 +8%
MCC
72
Money Concepts Capital
Florida
$21.5M 286,892 +6,126 +2%
AIM
73
Astor Investment Management
Illinois
$21.3M 284,750 -30,324 -10%
AC
74
AlphaCore Capital
California
$19.9M 266,087 +265,446 +41,411%
BW
75
BIP Wealth
Georgia
$19.5M 260,367 +23,285 +10%
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