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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
+$101M
2
RW
RVW Wealth
California
+$46.3M
3
GWM
Geneos Wealth Management
Colorado
+$29.7M
4
TC
TownSquare Capital
Utah
+$25M
5
LPT
Legacy Private Trust
Wisconsin
+$23.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$248M
2
IAA
Independent Advisor Alliance
North Carolina
-$104M
3
SFP
Shepherd Financial Partners
Massachusetts
-$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
201
Betterment LLC
New York
$2.72M +$297K +4,374 +12%
DWM
202
Dogwood Wealth Management
Kansas
$2.64M -$462K -6,787 -15%
AQR Capital Management
203
AQR Capital Management
Connecticut
$2.5M +$2.5M +36,825 New
OIM
204
Orca Investment Management
Oregon
$2.49M -$5.58K -82 -0.2%
BOH
205
Bank of Hawaii
Hawaii
$2.48M -$20.7K -305 -0.8%
AWG
206
Altus Wealth Group
Colorado
$2.48M -$91.9K -1,351 -4%
FSA
207
Financial Sense Advisors
California
$2.44M +$258K +3,793 +12%
WAS
208
Wealth Advisory Solutions
Indiana
$2.34M +$188K +2,763 +9%
FFA
209
Founders Financial Alliance
North Carolina
$2.33M +$392K +5,771 +20%
SFP
210
Strategic Financial Planning
Texas
$2.27M +$272 +4 +0%
TVAMP
211
Tennessee Valley Asset Management Partners
Tennessee
$2.26M +$181K +2,661 +9%
P
212
Pitcairn
Pennsylvania
$2.25M -$534K -7,845 -19%
CA
213
Claro Advisors
Massachusetts
$2.25M +$376K +5,533 +20%
SWA
214
SFMG Wealth Advisors
Texas
$2.23M -$301K -4,424 -12%
LAS
215
Legacy Advisory Services
Pennsylvania
$2.21M +$2.21M +32,515 New
NA
216
NewEdge Advisors
Louisiana
$2.18M -$432K -6,345 -16%
QC
217
Quent Capital
New York
$2.16M +$55K +808 +3%
BAG
218
Bridgewealth Advisory Group
California
$2.15M -$13.2M -194,726 -86%
CPA
219
Cardiff Park Advisors
California
$2.15M +$1.63M +23,933 +314%
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$2.13M -$18.6K -273 -0.9%
FWM
221
Fingerlakes Wealth Management
New York
$2.11M -$66.4K -976 -3%
FEG
222
Financial Enhancement Group
Indiana
$2.1M -$41.3K -644 -2%
FGAM
223
Financial Gravity Asset Management
Texas
$2.09M +$2.09M +30,717 New
WFA
224
Wade Financial Advisory
California
$2.08M +$204 +3 +0%
TSWM
225
Tyler-Stone Wealth Management
Ohio
$2.07M +$154K +2,270 +8%
7 8
9
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