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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
EFN
226
Equita Financial Network
Pennsylvania
$2.27M
WIM
227
Westside Investment Management
California
$2.27M
FGC
228
Financial Gravity Companies
Texas
$2.26M
Financial Engines Advisors
229
Financial Engines Advisors
California
$2.26M
FEG
230
Financial Enhancement Group
Indiana
$2.24M
MWM
231
Modera Wealth Management
New Jersey
$2.22M
LAS
232
Legacy Advisory Services
Pennsylvania
$2.2M
OIM
233
Orca Investment Management
Oregon
$2.18M
NWM
234
Northwest Wealth Management
Iowa
$2.13M
OFS
235
OneAscent Financial Services
Alabama
$2.1M
SCP
236
Stevens Capital Partners
Nebraska
$2.08M
SA
237
Sanctuary Advisors
Indiana
$2.06M
JGIA
238
Jackson Grant Investment Advisers
Connecticut
$2.06M
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M
AWM
240
Axxcess Wealth Management
California
$2.04M
WIM
241
WealthPlan Investment Management
Nebraska
$2.02M
LA
242
LexAurum Advisors
Kansas
$1.99M
DWM
243
Destination Wealth Management
California
$1.98M
MFG
244
Merit Financial Group
Georgia
$1.98M
M
245
MATAURO
New York
$1.96M
NAS
246
NWF Advisory Services
California
$1.93M
FFM
247
Flagstone Financial Management
Nebraska
$1.88M
BPA
248
Beacon Pointe Advisors
California
$1.87M
Lido Advisors
249
Lido Advisors
California
$1.87M
OPWM
250
Oakwell Private Wealth Management
Texas
$1.87M