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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
LCGC
151
Legacy Capital Group California
California
$5.25M
FHA
152
Flagship Harbor Advisors
Massachusetts
$5.23M
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$5.17M
JSL
154
JT Stratford LLC
Georgia
$5M
VAF
155
Values Added Financial
District of Columbia
$4.8M
HighTower Advisors
156
HighTower Advisors
Illinois
$4.67M
AF
157
Aldebaran Financial
$4.67M
TA
158
TKG Advisors
Indiana
$4.65M
DI
159
DAGCO Inc
Ohio
$4.54M
TWM
160
Trinity Wealth Management
Pennsylvania
$4.49M
BWA
161
Beam Wealth Advisors
Louisiana
$4.46M
SF
162
Slagle Financial
Illinois
$4.45M
KW
163
KWB Wealth
California
$4.4M
AWM
164
Austin Wealth Management
Texas
$4.39M
IWM
165
IHT Wealth Management
Illinois
$4.31M
AWMS
166
Advocacy Wealth Management Services
Georgia
$4.25M
Corient Private Wealth
167
Corient Private Wealth
Florida
$4.22M
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$4.21M
LCM
169
LVM Capital Management
Michigan
$4.14M
CA
170
CGN Advisors
Kansas
$4.1M
ASN
171
Advisory Services Network
Georgia
$4.05M
GT
172
Greenleaf Trust
Michigan
$3.94M
HI
173
Harbour Investments
Wisconsin
$3.92M
JAG
174
Journey Advisory Group
Kentucky
$3.92M
OIA
175
OneDigital Investment Advisors
Kansas
$3.88M