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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 %
LCGC
151
Legacy Capital Group California
California
$5.25M +$76.4K +1,124 +1%
FHA
152
Flagship Harbor Advisors
Massachusetts
$5.23M -$385K -5,658 -7%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$5.17M +$4.9M +72,096 +1,873%
JSL
154
JT Stratford LLC
Georgia
$5M +$1.41M +20,746 +39%
VAF
155
Values Added Financial
District of Columbia
$4.8M -$180K -2,649 -4%
HighTower Advisors
156
HighTower Advisors
Illinois
$4.67M +$424K +6,237 +10%
AF
157
Aldebaran Financial
$4.67M -$93.6K -1,376 -2%
TA
158
TKG Advisors
Indiana
$4.65M -$338K -4,970 -7%
DI
159
DAGCO Inc
Ohio
$4.54M +$274K +4,023 +6%
TWM
160
Trinity Wealth Management
Pennsylvania
$4.49M +$7.07K +104 +0.2%
BWA
161
Beam Wealth Advisors
Louisiana
$4.46M +$11.7K +172 +0.3%
SF
162
Slagle Financial
Illinois
$4.45M -$174K -2,553 -4%
KW
163
KWB Wealth
California
$4.4M -$1.58M -22,171 -26%
AWM
164
Austin Wealth Management
Texas
$4.39M +$2.06K +31 +0%
IWM
165
IHT Wealth Management
Illinois
$4.31M -$3.71M -54,541 -46%
AWMS
166
Advocacy Wealth Management Services
Georgia
$4.25M -$26K -383 -0.6%
Corient Private Wealth
167
Corient Private Wealth
Florida
$4.22M -$229K -3,359 -5%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$4.21M +$979K +14,397 +30%
LCM
169
LVM Capital Management
Michigan
$4.14M +$114K +1,680 +3%
CA
170
CGN Advisors
Kansas
$4.1M +$106K +1,559 +3%
ASN
171
Advisory Services Network
Georgia
$4.05M -$178K -2,616 -4%
GT
172
Greenleaf Trust
Michigan
$3.94M – – –
HI
173
Harbour Investments
Wisconsin
$3.92M -$1.4M -20,621 -26%
JAG
174
Journey Advisory Group
Kentucky
$3.92M -$449K -6,609 -10%
OIA
175
OneDigital Investment Advisors
Kansas
$3.88M -$146K -2,145 -4%
5 6
7
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