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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

741 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 733741 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
741
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.13%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$672M +$16.5M +199,994 +2%
AssetMark Inc
2
AssetMark Inc
California
$430M +$222M +2,687,718 +98%
Creative Planning
3
Creative Planning
Kansas
$326M +$75.9M +919,353 +29%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$265M +$6.87M +83,169 +3%
PAG
5
Private Advisor Group
New Jersey
$245M -$8.87M -107,371 -3%
VA
6
Valmark Advisers
Ohio
$232M +$6.01M +72,744 +3%
TI
7
Tidal Investments
Wisconsin
$229M +$7.05M +85,400 +3%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$205M +$3.69M +44,715 +2%
HFS
9
Hughes Financial Services
Virginia
$132M +$5.21M +63,076 +4%
PFA
10
Professional Financial Advisors
Nebraska
$121M -$8.76M -106,123 -6%
Morgan Stanley
11
Morgan Stanley
New York
$121M +$8.21M +99,405 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$114M -$2.33M -28,234 -2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$112M -$44.6M -539,495 -28%
SPWG
14
Syntegra Private Wealth Group
Missouri
$112M -$4.69M -56,787 -4%
MWM
15
Modern Wealth Management
Kansas
$110M -$4.79M -57,996 -4%
Ameriprise
16
Ameriprise
Minnesota
$101M -$12.9M -156,161 -11%
KFP
17
Keener Financial Planning
Texas
$85.9M +$4.96M +60,084 +6%
AF
18
Allworth Financial
California
$84.7M +$2.73M +33,053 +3%
AWAG
19
ARS Wealth Advisors Group
Florida
$81.6M +$1.01M +12,254 +1%
Wells Fargo
20
Wells Fargo
California
$81.1M -$2.07M -25,030 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$79.9M -$44.7M -541,334 -35%
Bank of America
22
Bank of America
North Carolina
$77M -$26.1M -316,581 -25%
RIM
23
Rockbridge Investment Management
New York
$73.8M -$1.36M -16,494 -2%
IAA
24
Independent Advisor Alliance
North Carolina
$71.4M +$74.6M +903,126 New
CCM
25
Coldstream Capital Management
Washington
$70.4M +$40.9M +494,999 New