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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
BMWS
151
Brady Martz Wealth Solutions
North Dakota
$5.81M
RC
152
Roundview Capital
New Jersey
$5.7M
FHA
153
Flagship Harbor Advisors
Massachusetts
$5.7M
JSL
154
JT Stratford LLC
Georgia
$5.54M
PWG
155
Private Wealth Group
Florida
$5.47M
AF
156
Aldebaran Financial
$5.47M
LCGC
157
Legacy Capital Group California
California
$5.45M
VAF
158
Values Added Financial
District of Columbia
$5.24M
TA
159
TKG Advisors
Indiana
$5.16M
HighTower Advisors
160
HighTower Advisors
Illinois
$5.09M
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$5.06M
TWM
162
Trinity Wealth Management
Pennsylvania
$5.05M
BWA
163
Beam Wealth Advisors
Louisiana
$4.88M
WI
164
WBI Investments
New Jersey
$4.81M
MWM
165
Maridea Wealth Management
New York
$4.79M
AWMS
166
Advocacy Wealth Management Services
Georgia
$4.68M
AWM
167
Austin Wealth Management
Texas
$4.65M
GVAG
168
Great Valley Advisor Group
Delaware
$4.52M
LCM
169
LVM Capital Management
Michigan
$4.52M
DI
170
DAGCO Inc
Ohio
$4.51M
ASN
171
Advisory Services Network
Georgia
$4.5M
PIA
172
Perennial Investment Advisors
California
$4.49M
CA
173
CGN Advisors
Kansas
$4.48M
GLA
174
Good Life Advisors
Pennsylvania
$4.47M
Corient Private Wealth
175
Corient Private Wealth
Florida
$4.32M