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

672 hedge funds and large institutions have $7.51B 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, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
Pitcairn
Pennsylvania
$2.67M
JGIA
227
Jackson Grant Investment Advisers
Connecticut
$2.66M +$433K +5,577 +20%
CA
228
Claro Advisors
Massachusetts
$2.6M -$22K -283 -0.9%
WWA
229
WCG Wealth Advisors
Nevada
$2.54M -$9.79K -126 -0.4%
SWA
230
SFMG Wealth Advisors
Texas
$2.54M
LAS
231
Legacy Advisory Services
Pennsylvania
$2.52M +$145K +1,865 +6%
FGAM
232
Financial Gravity Asset Management
Texas
$2.47M +$2.38M +30,619 New
WIM
233
Westside Investment Management
California
$2.47M +$26.8K +345 +1%
MFG
234
Merit Financial Group
Georgia
$2.47M +$324K +4,174 +16%
RMAM
235
Raab & Moskowitz Asset Management
New Jersey
$2.47M -$2.56K -33 -0.1%
EFN
236
Equita Financial Network
Pennsylvania
$2.44M -$2.02K -26 -0.1%
FWM
237
Fingerlakes Wealth Management
New York
$2.42M -$43.7K -562 -2%
JWM
238
Jacksonville Wealth Management
Florida
$2.41M -$52.4K -674 -2%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$2.4M -$73.4K -944 -3%
MWM
240
Modera Wealth Management
New Jersey
$2.39M -$311 -4 -0%
FEG
241
Financial Enhancement Group
Indiana
$2.36M -$44.7K -575 -2%
NWM
242
Northwest Wealth Management
Iowa
$2.23M -$61.8K -795 -3%
WIM
243
WealthPlan Investment Management
Nebraska
$2.19M +$17.5K +225 +0.8%
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M -$44.9K -578 -2%
DWM
245
Destination Wealth Management
California
$2.16M +$28.8K +370 +1%
OIM
246
Orca Investment Management
Oregon
$2.16M -$178K -2,286 -8%
LA
247
LexAurum Advisors
Kansas
$2.16M +$9.56K +123 +0.5%
CW
248
CreativeOne Wealth
Kansas
$2.12M +$587K +7,553 +40%
SG
249
Sharper & Granite
California
$2.11M +$434K +5,590 +27%
Financial Engines Advisors
250
Financial Engines Advisors
California
$2.06M -$365K -4,695 -16%