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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
Creative Planning
Kansas
$123M
2
RW
RVW Wealth
California
$67.7M
3
GWM
Geneos Wealth Management
Colorado
$54M
4
TC
TownSquare Capital
Utah
$26.5M
5
LPT
Legacy Private Trust
Wisconsin
$84.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$220M
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
SFP
Shepherd Financial Partners
Massachusetts
$48.2M
4
RA
RFG Advisory
Alabama
$101M
5
SF
Symphony Financial
Texas
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
126
PAX Financial Group
Texas
$6.87M -$188K -2,762 -3%
BIM
127
Breakwater Investment Management
Washington
$6.76M +$11.1K +163 +0.2%
ECM
128
Exchange Capital Management
Michigan
$6.5M +$827K +12,156 +15%
FL
129
FreeGulliver LLC
Louisiana
$6.5M +$59.6K +877 +0.9%
TWP
130
Tempus Wealth Planning
California
$6.44M -$168K -2,476 -3%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$6.33M +$468K +6,881 +8%
CIG
132
Cascade Investment Group
Colorado
$6.31M -$186K -2,736 -3%
WAAG
133
Wealth Alliance Advisory Group
Kansas
$6.27M +$6.27M +92,137 New
CWM
134
Collaborative Wealth Management
Florida
$6.24M -$114K -1,670 -2%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$6.23M +$436K +6,408 +8%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$6.13M +$117K +1,722 +2%
PIA
137
Perennial Investment Advisors
California
$6.07M -$3.8M -55,842 -38%
TCM
138
TD Capital Management
Tennessee
$6M +$984K +14,462 +20%
SCM
139
Sterneck Capital Management
Missouri
$5.95M +$34.3K +505 +0.6%
CWM
140
Cabot Wealth Management
Massachusetts
$5.93M +$148K +2,174 +3%
CGPCS
141
Capital Group Private Client Services
California
$5.78M – – –
CSP
142
Cary Street Partners
Virginia
$5.71M -$115K -1,698 -2%
SWM
143
SFG Wealth Management
Maryland
$5.64M -$926K -13,615 -14%
SC
144
Savant Capital
Illinois
$5.59M -$182K -2,683 -3%
ICMP
145
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.55M +$175K +2,573 +3%
FTUS
146
Flow Traders U.S.
New York
$5.48M +$4.38M +64,474 +399%
MA
147
Mutual Advisors
Nebraska
$5.43M -$166K -2,477 -3%
IP
148
Isthmus Partners
Wisconsin
$5.41M +$66K +971 +1%
RC
149
Roundview Capital
New Jersey
$5.38M +$125K +1,845 +2%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$5.38M -$84.5K -1,243 -2%
4 5
6
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