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SPDR Portfolio S&P 1500 Composite Stock Market ETF

631 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 47 funds opening new positions, 220 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less funds holding in top 10

Funds holding in top 10: 7574 (-1)

15% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 258

15% less capital invested

Capital invested by funds: $7.05B → $5.97B (-$1.08B)

Holders
631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$578K
Puts
$279K
Net Calls
Net Calls Change

Top Sellers

1 -$248M
2 -$104M
3 -$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RI
51
Rinkey Investments
California
$26.1M
PS
52
Portfolio Strategies
New York
$25.5M
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$25.5M
EH
54
Equitable Holdings
New York
$24M
BSWM
55
Boston Standard Wealth Management
Massachusetts
$23.9M
WA
56
Waverly Advisors
Alabama
$23.9M
KWM
57
Kingsview Wealth Management
Oregon
$23M
RWM
58
Rialto Wealth Management
New York
$22.3M
SWM
59
SigFig Wealth Management
California
$21.8M
AIM
60
Astor Investment Management
Illinois
$21.4M
DC
61
Dorval Corp
Minnesota
$21M
FF
62
Fox Financial
Pennsylvania
$21M
AWA
63
Aquire Wealth Advisors
Utah
$20.6M
VAG
64
VisionPoint Advisory Group
Texas
$20.2M
AF
65
Abound Financial
California
$20M
AFA
66
AllGen Financial Advisors
Florida
$19.4M
MML Investors Services
67
MML Investors Services
Massachusetts
$19.4M
CC
68
Callan Capital
California
$19.1M
MCC
69
Money Concepts Capital
Florida
$19.1M
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$18.2M
ZF
71
Zhang Financial
Michigan
$18.1M
AAS
72
Annex Advisory Services
Wisconsin
$18M
PA
73
Parallel Advisors
California
$17.7M
CFGSD
74
Compass Financial Group (South Dakota)
South Dakota
$17.6M
BFA
75
Blueprint Financial Advisors
North Carolina
$17.6M