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SPDR Portfolio S&P 1500 Composite Stock Market ETF

649 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 64 funds opening new positions, 226 increasing their positions, 251 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 251

3% less funds holding in top 10

Funds holding in top 10: 7472 (-2)

Holders
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$30.2M
BFA
52
Blueprint Financial Advisors
North Carolina
$29.4M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$28.9M
RI
54
Rinkey Investments
California
$28.3M
KWM
55
Kingsview Wealth Management
Oregon
$27.8M
EH
56
Equitable Holdings
New York
$27.4M
RWM
57
Rialto Wealth Management
New York
$27.3M
WA
58
Waverly Advisors
Alabama
$26.2M
RBC
59
Roble Belko & Company
Pennsylvania
$25.6M
BSWM
60
Boston Standard Wealth Management
Massachusetts
$25.6M
JCM
61
Jacobi Capital Management
Pennsylvania
$25.5M
SWM
62
SigFig Wealth Management
California
$24.2M
PS
63
Portfolio Strategies
New York
$23.9M
RW
64
RVW Wealth
California
$23.4M
FF
65
Fox Financial
Pennsylvania
$23.3M
FPAS
66
Focus Partners Advisor Solutions
Missouri
$22.8M
MML Investors Services
67
MML Investors Services
Massachusetts
$22.6M
DC
68
Dorval Corp
Minnesota
$22.6M
AF
69
Abound Financial
California
$22.5M
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$21.8M
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$21.6M
MCC
72
Money Concepts Capital
Florida
$21.5M
AIM
73
Astor Investment Management
Illinois
$21.3M
AC
74
AlphaCore Capital
California
$19.9M
BW
75
BIP Wealth
Georgia
$19.5M