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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
IPA
201
Investment Planning Advisors
Georgia
$3.09M
Betterment LLC
202
Betterment LLC
New York
$3.06M
KIA
203
KCM Investment Advisors
California
$3.05M
Jones Financial Companies
204
Jones Financial Companies
Missouri
$2.95M
GS
205
GTS Securities
New York
$2.9M
SC
206
SouthState Corp
Florida
$2.78M
TVAMP
207
Tennessee Valley Asset Management Partners
Tennessee
$2.71M
DWM
208
Dogwood Wealth Management
Kansas
$2.7M
AWG
209
Altus Wealth Group
Colorado
$2.65M
WAS
210
Wealth Advisory Solutions
Indiana
$2.64M
FSA
211
Financial Sense Advisors
California
$2.64M
FFA
212
Founders Financial Alliance
North Carolina
$2.61M
SFP
213
Strategic Financial Planning
Texas
$2.5M
P
214
Pitcairn
Pennsylvania
$2.48M
TSWM
215
Tyler-Stone Wealth Management
Ohio
$2.45M
CA
216
Claro Advisors
Massachusetts
$2.43M
CPA
217
Cardiff Park Advisors
California
$2.38M
WWA
218
WCG Wealth Advisors
Nevada
$2.37M
SWA
219
SFMG Wealth Advisors
Texas
$2.35M
QC
220
Quent Capital
New York
$2.33M
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$2.3M
RMAM
222
Raab & Moskowitz Asset Management
New Jersey
$2.29M
FWM
223
Fingerlakes Wealth Management
New York
$2.29M
JWM
224
Jacksonville Wealth Management
Florida
$2.29M
EFN
225
Equita Financial Network
Pennsylvania
$2.27M