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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
GLA
176
Good Life Advisors
Pennsylvania
$3.82M
AR
177
Apeiron RIA
Texas
$3.82M
FPAS
178
Focus Partners Advisor Solutions
Missouri
$3.74M
PWA
179
Peterson Wealth Advisors
Utah
$3.74M
PWM
180
Praetorian Wealth Management
California
$3.71M
OMC
181
Old Mission Capital
Illinois
$3.62M
GL
182
Graypoint LLC
New York
$3.47M
JWM
183
Jacksonville Wealth Management
Florida
$3.34M
AWM
184
Avior Wealth Management
Nebraska
$3.32M
ACA
185
Aptus Capital Advisors
Alabama
$3.32M
AC
186
AIFG Consultants
New York
$3.29M
IWC
187
Integrated Wealth Concepts
Massachusetts
$3.27M
KAS
188
Kestra Advisory Services
Texas
$3.23M
GVAG
189
Great Valley Advisor Group
Delaware
$3.14M
SFA
190
Sequoia Financial Advisors
Ohio
$3.07M
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$3.06M
EIM
192
Ervin Investment Management
Washington
$3.06M
AO
193
Advisor OS
Illinois
$3.05M
CFGF
194
Compass Financial Group (Florida)
Florida
$3.04M
MA
195
MJP Associates
Connecticut
$3.01M
OPS
196
Orion Portfolio Solutions
Nebraska
$2.91M
BCI
197
Brinker Capital Investments
Pennsylvania
$2.91M
SSWM
198
Sheets Smith Wealth Management
North Carolina
$2.86M
EFN
199
Equita Financial Network
Pennsylvania
$2.85M
MADFP
200
Michael A Dubis Financial Planning
Wisconsin
$2.81M