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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.

New
Increased
Maintained
Reduced
Closed
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 %
SC
151
Savant Capital
Illinois
$6.08M -$71.4K -953 -1%
BMWS
152
Brady Martz Wealth Solutions
North Dakota
$5.81M +$5.81M +77,581 New
RC
153
Roundview Capital
New Jersey
$5.7M -$226K -3,023 -4%
FHA
154
Flagship Harbor Advisors
Massachusetts
$5.7M -$61K -815 -1%
JSL
155
JT Stratford LLC
Georgia
$5.54M +$34.3K +458 +0.6%
PWG
156
Private Wealth Group
Florida
$5.47M +$3.99M +53,265 +269%
AF
157
Aldebaran Financial
$5.47M +$329K +4,397 +6%
LCGC
158
Legacy Capital Group California
California
$5.45M -$332K -4,428 -6%
VAF
159
Values Added Financial
District of Columbia
$5.24M -$40.1K -535 -0.8%
TA
160
TKG Advisors
Indiana
$5.16M +$37.5K +501 +0.7%
HighTower Advisors
161
HighTower Advisors
Illinois
$5.09M -$47.9K -640 -0.9%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$5.06M -$863K -11,524 -15%
TWM
163
Trinity Wealth Management
Pennsylvania
$5.05M +$113K +1,506 +2%
BWA
164
Beam Wealth Advisors
Louisiana
$4.88M -$33.5K -447 -0.7%
WI
165
WBI Investments
New Jersey
$4.81M +$4.81M +64,165 New
MWM
166
Maridea Wealth Management
New York
$4.79M +$4.79M +63,997 New
AWMS
167
Advocacy Wealth Management Services
Georgia
$4.68M – – –
AWM
168
Austin Wealth Management
Texas
$4.65M -$405K -5,295 -8%
GVAG
169
Great Valley Advisor Group
Delaware
$4.52M +$1.06M +14,207 +31%
LCM
170
LVM Capital Management
Michigan
$4.52M -$46.8K -625 -1%
DI
171
DAGCO Inc
Ohio
$4.51M -$492K -6,569 -10%
ASN
172
Advisory Services Network
Georgia
$4.5M -$61.3K -801 -1%
PIA
173
Perennial Investment Advisors
California
$4.49M -$2.2M -29,329 -33%
CA
174
CGN Advisors
Kansas
$4.48M -$38.6K -516 -0.9%
GLA
175
Good Life Advisors
Pennsylvania
$4.47M +$257K +3,431 +6%
5 6
7
8 9