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SPDR Portfolio S&P 1500 Composite Stock Market ETF
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Overview Fund Activity

643 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 63 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
0.97%
New
63
Increased
224
Reduced
249
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$222M
2
SF
Symphony Financial
Texas
$46.9M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$39.2M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$180M
2
RA
RFG Advisory
Alabama
$35.2M
3
RW
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$143M
5
GWM
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
176
Peterson Wealth Advisors
Utah
$4.31M -$243K -3,242 -5%
IWM
177
IHT Wealth Management
Illinois
$4.29M -$458K -6,113 -10%
HI
178
Harbour Investments
Wisconsin
$4.21M -$108K -1,445 -3%
AR
179
Apeiron RIA
Texas
$4.16M -$44.2K -590 -1%
PWM
180
Praetorian Wealth Management
California
$4.08M -$8.76K -117 -0.2%
JAG
181
Journey Advisory Group
Kentucky
$3.95M -$374K -4,999 -9%
AWM
182
Avior Wealth Management
Nebraska
$3.78M +$124K +1,660 +3%
GT
183
Greenleaf Trust
Michigan
$3.78M -$561K -7,494 -13%
AWM
184
AE Wealth Management
Kansas
$3.74M -$4.1M -54,803 -52%
ACA
185
Aptus Capital Advisors
Alabama
$3.71M +$56K +748 +2%
IWC
186
Integrated Wealth Concepts
Massachusetts
$3.67M +$67K +895 +2%
GL
187
Graypoint LLC
New York
$3.63M -$192K -2,568 -5%
KW
188
KWB Wealth
California
$3.62M -$569K -8,371 -14%
NA
189
NewEdge Advisors
Louisiana
$3.52M +$1.11M +14,839 +46%
BOH
190
Bank of Hawaii
Hawaii
$3.51M +$778K +10,382 +28%
KAS
191
Kestra Advisory Services
Texas
$3.49M -$70.3K -939 -2%
AO
192
Advisor OS
Illinois
$3.47M +$114K +1,521 +3%
MA
193
MJP Associates
Connecticut
$3.43M +$116K +1,549 +4%
GWP
194
Gateway Wealth Partners
Wisconsin
$3.38M +$3.07M +40,938 +983%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$3.32M -$49.9K -666 -1%
CFGF
196
Compass Financial Group (Florida)
Florida
$3.29M -$55.9K -747 -2%
SWIA
197
Solano Wealth Investment Advisors
California
$3.26M -$10.5M -140,145 -76%
OIA
198
OneDigital Investment Advisors
Kansas
$3.21M -$1.07M -14,240 -25%
SSWM
199
Sheets Smith Wealth Management
North Carolina
$3.17M +$22.1K +295 +0.7%
SFA
200
Sequoia Financial Advisors
Ohio
$3.14M -$237K -3,158 -7%
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