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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 %
GSC
101
G&S Capital
Colorado
$10.4M -$222K -3,269 -2%
FDW
102
Fourth Dimension Wealth
Ohio
$10.3M -$1.48M -21,716 -13%
Goldman Sachs
103
Goldman Sachs
New York
$10.2M +$84.7K +1,245 +0.8%
FDS
104
Freedom Day Solutions
Texas
$10M -$229K -3,374 -2%
IRC
105
Investors Research Corp
Georgia
$10M -$55.9K -822 -0.6%
B
106
Bensler
Washington
$10M +$802K +11,792 +9%
EK
107
Evensky & Katz
Florida
$9.66M -$332K -4,877 -3%
SIAS
108
Summit Investment Advisory Services
Minnesota
$9.46M +$96.8K +1,423 +1%
CFG
109
Cornerstone Financial Group
Nebraska
$9.4M +$2.77M +39,139 +42%
UCFA
110
United Capital Financial Advisors
Texas
$9.36M -$1.23M -18,035 -12%
BFG
111
Beacon Financial Group
Texas
$9.27M -$716K -10,522 -7%
RBC
112
Roble Belko & Company
Pennsylvania
$9.19M +$4.61M +67,805 +101%
IF
113
IRON Financial
Illinois
$9.04M +$107K +1,573 +1%
XF
114
XML Financial
Maryland
$8.93M +$580K +8,525 +7%
CFS
115
Cannon Financial Strategists
Georgia
$8.55M -$165K -2,432 -2%
RFN
116
Redwood Financial Network
Ohio
$8.36M +$261K +3,844 +3%
SPWM
117
Spartan Planning & Wealth Management
North Carolina
$8.35M -$4.02M -59,085 -32%
WWM
118
Western Wealth Management
Colorado
$8.29M +$570K +8,384 +7%
LFG
119
Larson Financial Group
Missouri
$8.02M -$726K -10,671 -8%
LHC
120
Little House Capital
Massachusetts
$7.73M +$7.73M +113,600 New
FMP
121
Financial Management Professionals
Texas
$7.7M +$651K +9,576 +9%
AI
122
Atria Investments
North Carolina
$7.37M +$229K +3,363 +3%
AWM
123
AE Wealth Management
Kansas
$7.13M +$2M +29,461 +39%
Truist Financial
124
Truist Financial
North Carolina
$7.06M +$102K +1,504 +1%
UBS Group
125
UBS Group
Switzerland
$7M +$1.18M +17,291 +20%
3 4
5
6 7