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

670 hedge funds and large institutions have $7.5B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 215 increasing their positions, 273 reducing their positions, and 27 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.61%63.72% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Claro Advisors
Massachusetts
$2.6M
WWA
227
WCG Wealth Advisors
Nevada
$2.54M
SWA
228
SFMG Wealth Advisors
Texas
$2.54M
LAS
229
Legacy Advisory Services
Pennsylvania
$2.52M
FGAM
230
Financial Gravity Asset Management
Texas
$2.47M
WIM
231
Westside Investment Management
California
$2.47M
MFG
232
Merit Financial Group
Georgia
$2.47M
RMAM
233
Raab & Moskowitz Asset Management
New Jersey
$2.47M
EFN
234
Equita Financial Network
Pennsylvania
$2.44M
FWM
235
Fingerlakes Wealth Management
New York
$2.42M
JWM
236
Jacksonville Wealth Management
Florida
$2.41M
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$2.4M
MWM
238
Modera Wealth Management
New Jersey
$2.39M
FEG
239
Financial Enhancement Group
Indiana
$2.36M
NWM
240
Northwest Wealth Management
Iowa
$2.23M
WIM
241
WealthPlan Investment Management
Nebraska
$2.19M
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M
DWM
243
Destination Wealth Management
California
$2.16M
OIM
244
Orca Investment Management
Oregon
$2.16M
LA
245
LexAurum Advisors
Kansas
$2.16M
CW
246
CreativeOne Wealth
Kansas
$2.12M
SG
247
Sharper & Granite
California
$2.11M
Financial Engines Advisors
248
Financial Engines Advisors
California
$2.06M
SCP
249
Stevens Capital Partners
Nebraska
$2.05M
AWM
250
Axxcess Wealth Management
California
$2.05M