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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
GSC
101
G&S Capital
Colorado
$10.4M
FDW
102
Fourth Dimension Wealth
Ohio
$10.3M
Goldman Sachs
103
Goldman Sachs
New York
$10.2M
FDS
104
Freedom Day Solutions
Texas
$10M
IRC
105
Investors Research Corp
Georgia
$10M
B
106
Bensler
Washington
$10M
EK
107
Evensky & Katz
Florida
$9.66M
SIAS
108
Summit Investment Advisory Services
Minnesota
$9.46M
CFG
109
Cornerstone Financial Group
Nebraska
$9.4M
UCFA
110
United Capital Financial Advisors
Texas
$9.36M
BFG
111
Beacon Financial Group
Texas
$9.27M
RBC
112
Roble Belko & Company
Pennsylvania
$9.19M
IF
113
IRON Financial
Illinois
$9.04M
XF
114
XML Financial
Maryland
$8.93M
CFS
115
Cannon Financial Strategists
Georgia
$8.55M
RFN
116
Redwood Financial Network
Ohio
$8.36M
SPWM
117
Spartan Planning & Wealth Management
North Carolina
$8.35M
WWM
118
Western Wealth Management
Colorado
$8.29M
LFG
119
Larson Financial Group
Missouri
$8.02M
LHC
120
Little House Capital
Massachusetts
$7.73M
FMP
121
Financial Management Professionals
Texas
$7.7M
AI
122
Atria Investments
North Carolina
$7.37M
AWM
123
AE Wealth Management
Kansas
$7.13M
Truist Financial
124
Truist Financial
North Carolina
$7.06M
UBS Group
125
UBS Group
Switzerland
$7M