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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
PFG
126
PAX Financial Group
Texas
$6.87M
BIM
127
Breakwater Investment Management
Washington
$6.76M
ECM
128
Exchange Capital Management
Michigan
$6.5M
FL
129
FreeGulliver LLC
Louisiana
$6.5M
TWP
130
Tempus Wealth Planning
California
$6.44M
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$6.33M
CIG
132
Cascade Investment Group
Colorado
$6.31M
WAAG
133
Wealth Alliance Advisory Group
Kansas
$6.27M
CWM
134
Collaborative Wealth Management
Florida
$6.24M
Fidelity Investments
135
Fidelity Investments
Massachusetts
$6.23M
ATPW
136
Ashton Thomas Private Wealth
Arizona
$6.13M
PIA
137
Perennial Investment Advisors
California
$6.07M
TCM
138
TD Capital Management
Tennessee
$6M
SCM
139
Sterneck Capital Management
Missouri
$5.95M
CWM
140
Cabot Wealth Management
Massachusetts
$5.93M
CGPCS
141
Capital Group Private Client Services
California
$5.78M
CSP
142
Cary Street Partners
Virginia
$5.71M
SWM
143
SFG Wealth Management
Maryland
$5.64M
SC
144
Savant Capital
Illinois
$5.59M
ICMP
145
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.55M
FTUS
146
Flow Traders U.S.
New York
$5.48M
MA
147
Mutual Advisors
Nebraska
$5.43M
IP
148
Isthmus Partners
Wisconsin
$5.41M
RC
149
Roundview Capital
New Jersey
$5.38M
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$5.38M