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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 reducing their positions, and 34 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 funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
226
Jackson Grant Investment Advisers
Connecticut
$2.75M
SFP
227
Strategic Financial Planning
Texas
$2.75M
EWA
228
EP Wealth Advisors
California
$2.74M
PHWA
229
Petersen Hastings Wealth Advisors
Washington
$2.73M
PWA
230
Pitcairn Wealth Advisors
Pennsylvania
$2.73M
MB
231
MidFirst Bank
Oklahoma
$2.71M
WWA
232
WCG Wealth Advisors
Nevada
$2.65M
FGAM
233
Financial Gravity Asset Management
Texas
$2.64M
SWA
234
SFMG Wealth Advisors
Texas
$2.59M
IWC
235
Integrated Wealth Concepts
Massachusetts
$2.58M
LAS
236
Legacy Advisory Services
Pennsylvania
$2.56M
WIM
237
Westside Investment Management
California
$2.53M
Two Sigma Investments
238
Two Sigma Investments
New York
$2.51M
RMAM
239
Raab & Moskowitz Asset Management
New Jersey
$2.5M
EFN
240
Equita Financial Network
Pennsylvania
$2.5M
TPWM
241
Twelve Points Wealth Management
Massachusetts
$2.41M
MWM
242
Modera Wealth Management
New Jersey
$2.41M
NAS
243
Nicolet Advisory Services
Wisconsin
$2.41M
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$2.4M
FWM
245
Fingerlakes Wealth Management
New York
$2.33M
JWM
246
Jacksonville Wealth Management
Florida
$2.27M
NWM
247
Northwest Wealth Management
Iowa
$2.25M
PWM
248
Perigon Wealth Management
California
$2.23M
Financial Engines Advisors
249
Financial Engines Advisors
California
$2.22M
DWM
250
Destination Wealth Management
California
$2.21M