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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.

New
Increased
Maintained
Reduced
Closed
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 %
CPP
76
Capasso Planning Partners
South Carolina
$17.5M -$149K -2,196 -0.8%
RHP
77
Royal Harbor Partners
Texas
$16.8M -$21.4M -314,215 -56%
BW
78
BIP Wealth
Georgia
$16.1M +$1.26M +18,512 +8%
PFA
79
Pure Financial Advisors
California
$15.7M -$269K -3,957 -2%
MSAM
80
Moloney Securities Asset Management
Missouri
$14.4M +$9.02M +132,683 +166%
Mariner
81
Mariner
Kansas
$13.8M -$4.67M -68,721 -25%
FWI
82
Facet Wealth Inc
Maryland
$13.7M +$3.74M +54,613 +38%
MAS
83
MPWM Advisory Solutions
Georgia
$13.6M +$2.43M +35,751 +22%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$13.5M +$691K +10,157 +5%
APWA
85
Atlas Private Wealth Advisors
New Jersey
$13.1M +$10.7M +157,972 +464%
CAGAS
86
Capital Advisory Group Advisory Services
Minnesota
$13M -$104K -1,528 -0.8%
GLA
87
Great Lakes Advisors
Illinois
$12.8M -$2.06M -30,248 -14%
SWIA
88
Solano Wealth Investment Advisors
California
$12.5M +$623K +9,155 +5%
PWA
89
Principia Wealth Advisory
Texas
$12M +$279K +4,230 +2%
IPA
90
Investment Planning Advisors
Georgia
$12M -$427K -6,278 -3%
SCA
91
Snowden Capital Advisors
New York
$11.8M +$30.3K +446 +0.3%
SPA
92
Sentinel Pension Advisors
Massachusetts
$11.7M -$28.9K -425 -0.2%
RCS
93
Retirement Capital Strategies
California
$11.7M -$303K -4,448 -3%
IWP
94
IAG Wealth Partners
Wisconsin
$11.5M +$245K +3,600 +2%
CAL
95
Capital Analysts LLC
Pennsylvania
$11.5M -$1.21M -17,841 -10%
HAS
96
HBW Advisory Services
California
$11.5M +$496K +7,292 +5%
FFA
97
Farther Finance Advisors
California
$11.4M +$11.4M +166,869 +35,963%
Two Sigma Investments
98
Two Sigma Investments
New York
$11M -$4.43M -65,100 -29%
AWA
99
Arete Wealth Advisors
Illinois
$10.9M +$581K +8,544 +6%
BL
100
Balentine LLC
Georgia
$10.5M -$99.8K -1,468 -0.9%
2 3
4
5 6