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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 %
GLA
176
Good Life Advisors
Pennsylvania
$3.82M +$90.9K +1,336 +2%
AR
177
Apeiron RIA
Texas
$3.82M +$38K +559 +1%
FPAS
178
Focus Partners Advisor Solutions
Missouri
$3.74M -$140K -2,059 -4%
PWA
179
Peterson Wealth Advisors
Utah
$3.74M -$164K -2,674 -4%
PWM
180
Praetorian Wealth Management
California
$3.71M -$8.37K -123 -0.2%
OMC
181
Old Mission Capital
Illinois
$3.62M +$3.62M +53,158 New
GL
182
Graypoint LLC
New York
$3.47M +$63.7K +936 +2%
JWM
183
Jacksonville Wealth Management
Florida
$3.34M +$60.8K +894 +2%
AWM
184
Avior Wealth Management
Nebraska
$3.32M +$158K +2,323 +5%
ACA
185
Aptus Capital Advisors
Alabama
$3.32M +$1.7K +25 +0.1%
AC
186
AIFG Consultants
New York
$3.29M -$282K -4,153 -8%
IWC
187
Integrated Wealth Concepts
Massachusetts
$3.27M -$4.65M -68,399 -59%
KAS
188
Kestra Advisory Services
Texas
$3.23M -$5.07M -74,508 -61%
GVAG
189
Great Valley Advisor Group
Delaware
$3.14M +$1.17M +17,257 +60%
SFA
190
Sequoia Financial Advisors
Ohio
$3.07M +$260K +3,822 +9%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$3.06M +$64K +941 +2%
EIM
192
Ervin Investment Management
Washington
$3.06M -$3.34M -84,870 -52%
AO
193
Advisor OS
Illinois
$3.05M -$67.7K -995 -2%
CFGF
194
Compass Financial Group (Florida)
Florida
$3.04M -$8.57K -126 -0.3%
MA
195
MJP Associates
Connecticut
$3.01M +$26.5K +390 +0.9%
BCI
196
Brinker Capital Investments
Pennsylvania
$2.91M -$115K -1,694 -4%
OPS
197
Orion Portfolio Solutions
Nebraska
$2.91M -$115K -1,694 -4%
SSWM
198
Sheets Smith Wealth Management
North Carolina
$2.86M +$173K +2,543 +6%
EFN
199
Equita Financial Network
Pennsylvania
$2.85M -$57.4K -844 -2%
MADFP
200
Michael A Dubis Financial Planning
Wisconsin
$2.81M +$1.36K +20 +0%
6 7
8
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