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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
FDW
101
Fourth Dimension Wealth
Ohio
$12.6M
SPA
102
Sentinel Pension Advisors
Massachusetts
$12.2M
PWA
103
Principia Wealth Advisory
Texas
$12.2M
EIM
104
Ervin Investment Management
Washington
$12.2M
B
105
Bensler
Washington
$11.5M
XF
106
XML Financial
Maryland
$11.4M
EK
107
Evensky & Katz
Florida
$11.4M
GSC
108
G&S Capital
Colorado
$11.4M
BL
109
Balentine LLC
Georgia
$11.3M
Goldman Sachs
110
Goldman Sachs
New York
$11.3M
IRC
111
Investors Research Corp
Georgia
$10.8M
RCS
112
Retirement Capital Strategies
California
$10.5M
Two Sigma Investments
113
Two Sigma Investments
New York
$10.4M
BFG
114
Beacon Financial Group
Texas
$10.2M
CFG
115
Cornerstone Financial Group
Nebraska
$10.1M
IF
116
IRON Financial
Illinois
$9.85M
FDS
117
Freedom Day Solutions
Texas
$9.49M
UBS Group
118
UBS Group
Switzerland
$9.45M
WWM
119
Western Wealth Management
Colorado
$9.44M
RFN
120
Redwood Financial Network
Ohio
$9.37M
UCFA
121
United Capital Financial Advisors
Texas
$9M
LHC
122
Little House Capital
Massachusetts
$8.92M
GRP
123
Global Retirement Partners
California
$8.91M
TCM
124
TD Capital Management
Tennessee
$8.24M
CAL
125
Capital Analysts LLC
Pennsylvania
$7.99M