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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
PWA
176
Peterson Wealth Advisors
Utah
$4.31M
IWM
177
IHT Wealth Management
Illinois
$4.29M
HI
178
Harbour Investments
Wisconsin
$4.21M
AR
179
Apeiron RIA
Texas
$4.16M
PWM
180
Praetorian Wealth Management
California
$4.08M
JAG
181
Journey Advisory Group
Kentucky
$3.95M
AWM
182
Avior Wealth Management
Nebraska
$3.78M
GT
183
Greenleaf Trust
Michigan
$3.78M
AWM
184
AE Wealth Management
Kansas
$3.74M
ACA
185
Aptus Capital Advisors
Alabama
$3.71M
IWC
186
Integrated Wealth Concepts
Massachusetts
$3.67M
GL
187
Graypoint LLC
New York
$3.63M
KW
188
KWB Wealth
California
$3.62M
NA
189
NewEdge Advisors
Louisiana
$3.52M
BOH
190
Bank of Hawaii
Hawaii
$3.51M
KAS
191
Kestra Advisory Services
Texas
$3.49M
AO
192
Advisor OS
Illinois
$3.47M
MA
193
MJP Associates
Connecticut
$3.43M
GWP
194
Gateway Wealth Partners
Wisconsin
$3.38M
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$3.32M
CFGF
196
Compass Financial Group (Florida)
Florida
$3.29M
SWIA
197
Solano Wealth Investment Advisors
California
$3.26M
OIA
198
OneDigital Investment Advisors
Kansas
$3.21M
SSWM
199
Sheets Smith Wealth Management
North Carolina
$3.17M
SFA
200
Sequoia Financial Advisors
Ohio
$3.14M