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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
LFG
126
Larson Financial Group
Missouri
$7.92M
Truist Financial
127
Truist Financial
North Carolina
$7.69M
ECM
128
Exchange Capital Management
Michigan
$7.68M
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$7.42M
AI
130
Atria Investments
North Carolina
$7.41M
TWP
131
Tempus Wealth Planning
California
$7.36M
WAAG
132
Wealth Alliance Advisory Group
Kansas
$7.23M
FL
133
FreeGulliver LLC
Louisiana
$7.21M
CWM
134
Collaborative Wealth Management
Florida
$7.11M
Fidelity Investments
135
Fidelity Investments
Massachusetts
$7.1M
BIM
136
Breakwater Investment Management
Washington
$7.08M
CIG
137
Cascade Investment Group
Colorado
$7.08M
SCM
138
Sterneck Capital Management
Missouri
$6.73M
CWM
139
Cabot Wealth Management
Massachusetts
$6.69M
PFG
140
PAX Financial Group
Texas
$6.62M
MA
141
Mutual Advisors
Nebraska
$6.55M
CFS
142
Cannon Financial Strategists
Georgia
$6.54M
SWM
143
SFG Wealth Management
Maryland
$6.49M
CGPCS
144
Capital Group Private Client Services
California
$6.36M
ATPW
145
Ashton Thomas Private Wealth
Arizona
$6.3M
DWA
146
Delap Wealth Advisory
Oregon
$6.29M
ICMP
147
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.24M
IP
148
Isthmus Partners
Wisconsin
$6.21M
CSP
149
Cary Street Partners
Virginia
$6.17M
SC
150
Savant Capital
Illinois
$6.08M