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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.

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
1
Creative Planning
Kansas
$123M
2
RW
2
RVW Wealth
California
$67.7M
3
VA
3
VestGen Advisors
Illinois
$31.1M
4
GWM
4
Geneos Wealth Management
Colorado
$54M
5
TC
5
TownSquare Capital
Utah
$26.5M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
SFP
2
Shepherd Financial Partners
Massachusetts
$48.2M
3
RA
3
RFG Advisory
Alabama
$101M
4
SF
4
Symphony Financial
Texas
$471K
5
BIP
5
Blueprint Investment Partners
North Carolina
$42.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$556M 8,170,141 -230,836 -3%
HNB
2
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$215M 3,156,417 -204,924 -6%
PAG
4
Private Advisor Group
New Jersey
$205M 3,021,322 -7,637 -0.3%
VA
5
Valmark Advisers
Ohio
$181M 2,657,632 +142,218 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$162M 2,384,736 -279,624 -10%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$148M 2,173,356 -18,468 -0.8%
Creative Planning
8
Creative Planning
Kansas
$123M 1,812,788 +1,482,129 +448%
MWM
9
Modern Wealth Management
Kansas
$115M 1,694,483 -20,876 -1%
SPWG
10
Syntegra Private Wealth Group
Missouri
$108M 1,588,150 +47,196 +3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$107M 1,578,299 -85,885 -5%
PFA
12
Professional Financial Advisors
Nebraska
$105M 1,548,943 +23,352 +2%
HFS
13
Hughes Financial Services
Virginia
$101M 1,481,754 -13,695 -0.9%
RA
14
RFG Advisory
Alabama
$101M 1,483,749 -530,123 -26%
Morgan Stanley
15
Morgan Stanley
New York
$100M 1,476,265 +188,544 +15%
Ameriprise
16
Ameriprise
Minnesota
$96.8M 1,425,130 -112,018 -7%
LPT
17
Legacy Private Trust
Wisconsin
$84.5M 1,241,864 +350,091 +39%
Osaic Holdings
18
Osaic Holdings
Arizona
$79.5M 1,168,745 -142,100 -11%
Wells Fargo
19
Wells Fargo
California
$78.2M 1,149,403 -32,775 -3%
W
20
Wealthquest
Ohio
$73.8M 1,085,420 -26,988 -2%
AWAG
21
ARS Wealth Advisors Group
Florida
$67.8M 996,797 -7,400 -0.7%
RW
22
RVW Wealth
California
$67.7M 996,174 +680,261 +215%
RIM
23
Rockbridge Investment Management
New York
$66.2M 973,696 -30,681 -3%
AF
24
Allworth Financial
California
$58.8M 885,048 -128,499 -13%
KFP
25
Keener Financial Planning
Texas
$55.8M 819,766 -54,597 -6%
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