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

629 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 48 funds opening new positions, 219 increasing their positions, 258 reducing their positions, and 32 closing their positions.

Holders
629
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
8.55%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.01%
New
48
Increased
219
Reduced
258
Closed
32
Calls
$578K
Puts
$279K
Net Calls
+$299K
Net Calls Change
-$337K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$123M
2
RW
2
RVW Wealth
California
$67.7M
3
GWM
3
Geneos Wealth Management
Colorado
$54M
4
TC
4
TownSquare Capital
Utah
$26.5M
5
LPT
5
Legacy Private Trust
Wisconsin
$84.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$220M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
SFP
3
Shepherd Financial Partners
Massachusetts
$48.2M
4
RA
4
RFG Advisory
Alabama
$101M
5
SF
5
Symphony Financial
Texas
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
51
Rinkey Investments
California
$26.1M -$624K -9,179 -2%
PS
52
Portfolio Strategies
New York
$25.5M -$2.89M -42,517 -10%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$25.5M +$6.25M +91,872 +32%
EH
54
Equitable Holdings
New York
$24M +$1.12M +16,456 +5%
BSWM
55
Boston Standard Wealth Management
Massachusetts
$24M +$860K +12,956 +4%
WA
56
Waverly Advisors
Alabama
$23.9M -$225K -3,301 -0.9%
KWM
57
Kingsview Wealth Management
Oregon
$23M +$1.34M +19,701 +6%
RWM
58
Rialto Wealth Management
New York
$22.3M +$4.98M +73,235 +29%
SWM
59
SigFig Wealth Management
California
$21.8M -$870K -13,602 -4%
AIM
60
Astor Investment Management
Illinois
$21.4M -$226K -3,328 -1%
DC
61
Dorval Corp
Minnesota
$21M +$85.2K +1,179 +0.4%
FF
62
Fox Financial
Pennsylvania
$21M +$182K +2,676 +0.9%
AWA
63
Aquire Wealth Advisors
Utah
$20.6M -$350K -5,141 -2%
VAG
64
VisionPoint Advisory Group
Texas
$20.2M -$330K -4,852 -2%
AF
65
Abound Financial
California
$20M +$1.19M +17,508 +6%
AFA
66
AllGen Financial Advisors
Florida
$19.4M +$19.4M +285,342 New
MML Investors Services
67
MML Investors Services
Massachusetts
$19.4M +$6.88M +101,103 +55%
CC
68
Callan Capital
California
$19.1M -$695K -10,222 -4%
MCC
69
Money Concepts Capital
Florida
$19.1M +$475K +6,991 +3%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$18.2M +$3.59M +52,857 +25%
ZF
71
Zhang Financial
Michigan
$18.1M +$5.04M +74,132 +39%
AAS
72
Annex Advisory Services
Wisconsin
$18M -$730K -10,735 -4%
PA
73
Parallel Advisors
California
$17.7M -$677K -9,948 -4%
CFGSD
74
Compass Financial Group (South Dakota)
South Dakota
$17.6M -$205K -3,007 -1%
BFA
75
Blueprint Financial Advisors
North Carolina
$17.6M +$17.6M +258,412 New
1 2
3
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