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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

643 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 63 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
0.97%
New
63
Increased
224
Reduced
249
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$222M
2
SF
2
Symphony Financial
Texas
$46.9M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$39.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$180M
2
RA
2
RFG Advisory
Alabama
$35.2M
3
RW
3
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$143M
5
GWM
5
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDW
101
Fourth Dimension Wealth
Ohio
$12.6M +$1.26M +16,880 +11%
SPA
102
Sentinel Pension Advisors
Massachusetts
$12.2M -$646K -8,631 -5%
PWA
103
Principia Wealth Advisory
Texas
$12.2M -$1.42M -18,974 -10%
EIM
104
Ervin Investment Management
Washington
$12.2M +$6.38M +85,215 +110%
B
105
Bensler
Washington
$11.5M +$452K +6,040 +4%
XF
106
XML Financial
Maryland
$11.4M +$1.6M +21,306 +16%
EK
107
Evensky & Katz
Florida
$11.4M +$783K +10,456 +7%
GSC
108
G&S Capital
Colorado
$11.4M -$63.1K -842 -0.5%
BL
109
Balentine LLC
Georgia
$11.3M -$293K -3,912 -3%
Goldman Sachs
110
Goldman Sachs
New York
$11.3M +$89.6K +1,197 +0.8%
IRC
111
Investors Research Corp
Georgia
$10.8M -$230K -3,070 -2%
RCS
112
Retirement Capital Strategies
California
$10.5M -$2.39M -31,910 -19%
Two Sigma Investments
113
Two Sigma Investments
New York
$10.4M -$1.7M -22,700 -14%
BFG
114
Beacon Financial Group
Texas
$10.2M -$12.4K -166 -0.1%
CFG
115
Cornerstone Financial Group
Nebraska
$10.1M +$141K +1,887 +1%
IF
116
IRON Financial
Illinois
$9.85M -$98.9K -1,320 -1%
FDS
117
Freedom Day Solutions
Texas
$9.49M -$1.55M -20,734 -14%
UBS Group
118
UBS Group
Switzerland
$9.45M +$1.74M +23,240 +23%
WWM
119
Western Wealth Management
Colorado
$9.44M +$305K +4,066 +3%
RFN
120
Redwood Financial Network
Ohio
$9.37M +$160K +2,133 +2%
UCFA
121
United Capital Financial Advisors
Texas
$9M -$1.3M -17,414 -13%
LHC
122
Little House Capital
Massachusetts
$8.92M +$417K +5,567 +5%
GRP
123
Global Retirement Partners
California
$8.91M +$8.91M +118,999 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$8.66M +$4M +53,288 +86%
TCM
125
TD Capital Management
Tennessee
$8.24M +$1.63M +21,802 +25%
3 4
5
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