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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.

Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.63%
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 %
CAL
126
Capital Analysts LLC
Pennsylvania
$7.99M -$4.7M -62,774 -37%
LFG
127
Larson Financial Group
Missouri
$7.92M -$912K -12,175 -10%
Truist Financial
128
Truist Financial
North Carolina
$7.69M -$86.3K -1,152 -1%
ECM
129
Exchange Capital Management
Michigan
$7.68M +$524K +6,995 +7%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$7.42M +$446K +5,950 +6%
AI
131
Atria Investments
North Carolina
$7.41M -$708K -9,448 -9%
TWP
132
Tempus Wealth Planning
California
$7.36M +$267K +3,565 +4%
WAAG
133
Wealth Alliance Advisory Group
Kansas
$7.23M +$329K +4,390 +5%
FL
134
FreeGulliver LLC
Louisiana
$7.21M +$58.1K +776 +0.8%
CWM
135
Collaborative Wealth Management
Florida
$7.11M +$241K +3,216 +4%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$7.1M +$246K +3,282 +4%
BIM
137
Breakwater Investment Management
Washington
$7.08M -$360K -4,811 -5%
CIG
138
Cascade Investment Group
Colorado
$7.08M +$129K +1,717 +2%
SCM
139
Sterneck Capital Management
Missouri
$6.73M +$177K +2,362 +3%
CWM
140
Cabot Wealth Management
Massachusetts
$6.69M +$159K +2,127 +2%
PFG
141
PAX Financial Group
Texas
$6.62M -$947K -12,643 -13%
MA
142
Mutual Advisors
Nebraska
$6.55M +$280K +3,622 +4%
CFS
143
Cannon Financial Strategists
Georgia
$6.54M -$2.88M -38,423 -31%
SWM
144
SFG Wealth Management
Maryland
$6.49M +$272K +3,631 +4%
CGPCS
145
Capital Group Private Client Services
California
$6.36M – – –
ATPW
146
Ashton Thomas Private Wealth
Arizona
$6.3M -$445K -5,936 -7%
DWA
147
Delap Wealth Advisory
Oregon
$6.29M +$6.29M +83,987 New
ICMP
148
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.24M +$127K +1,695 +2%
IP
149
Isthmus Partners
Wisconsin
$6.21M +$260K +3,469 +4%
CSP
150
Cary Street Partners
Virginia
$6.17M -$123K -1,642 -2%
4 5
6
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