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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
Betterment LLC
201
Betterment LLC
New York
$2.72M
DWM
202
Dogwood Wealth Management
Kansas
$2.64M
AQR Capital Management
203
AQR Capital Management
Connecticut
$2.5M
OIM
204
Orca Investment Management
Oregon
$2.49M
BOH
205
Bank of Hawaii
Hawaii
$2.48M
AWG
206
Altus Wealth Group
Colorado
$2.48M
FSA
207
Financial Sense Advisors
California
$2.44M
WAS
208
Wealth Advisory Solutions
Indiana
$2.34M
FFA
209
Founders Financial Alliance
North Carolina
$2.33M
SFP
210
Strategic Financial Planning
Texas
$2.27M
TVAMP
211
Tennessee Valley Asset Management Partners
Tennessee
$2.26M
P
212
Pitcairn
Pennsylvania
$2.25M
CA
213
Claro Advisors
Massachusetts
$2.25M
SWA
214
SFMG Wealth Advisors
Texas
$2.23M
LAS
215
Legacy Advisory Services
Pennsylvania
$2.21M
NA
216
NewEdge Advisors
Louisiana
$2.18M
QC
217
Quent Capital
New York
$2.16M
BAG
218
Bridgewealth Advisory Group
California
$2.15M
CPA
219
Cardiff Park Advisors
California
$2.15M
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$2.13M
FWM
221
Fingerlakes Wealth Management
New York
$2.11M
FEG
222
Financial Enhancement Group
Indiana
$2.1M
FGAM
223
Financial Gravity Asset Management
Texas
$2.09M
WFA
224
Wade Financial Advisory
California
$2.08M
TSWM
225
Tyler-Stone Wealth Management
Ohio
$2.07M