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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
QLSGSCF
226
Quent Long Short Global Small Cap Fund
New York
$3.06M +$3.04M +37,117 New
FSA
227
Financial Sense Advisors
California
$3.05M +$126K +1,540 +4%
CA
228
Claro Advisors
Massachusetts
$2.9M +$240K +2,940 +9%
DWM
229
Dogwood Wealth Management
Kansas
$2.83M -$101K -1,240 -3%
AWG
230
Altus Wealth Group
Colorado
$2.79M -$89.8K -1,098 -3%
FFA
231
Founders Financial Alliance
North Carolina
$2.76M -$88.4K -1,081 -3%
MA
232
MONECO Advisors
Connecticut
$2.76M +$1.8M +22,015 +192%
BNMT
233
Bawa N Mallick Trust
New York
$2.76M
JGIA
234
Jackson Grant Investment Advisers
Connecticut
$2.75M +$25.2K +308 +0.9%
SFP
235
Strategic Financial Planning
Texas
$2.75M +$245 +3 +0%
EWA
236
EP Wealth Advisors
California
$2.74M +$2.72M +33,218 New
PHWA
237
Petersen Hastings Wealth Advisors
Washington
$2.73M +$2.71M +33,140 New
PWA
238
Pitcairn Wealth Advisors
Pennsylvania
$2.73M +$2.7M +33,050 New
MB
239
MidFirst Bank
Oklahoma
$2.71M +$2.69M +32,896 New
WWA
240
WCG Wealth Advisors
Nevada
$2.65M +$50.5K +618 +2%
FGAM
241
Financial Gravity Asset Management
Texas
$2.64M +$114K +1,393 +5%
SWA
242
SFMG Wealth Advisors
Texas
$2.59M
IWC
243
Integrated Wealth Concepts
Massachusetts
$2.58M -$1.28M -15,708 -33%
LAS
244
Legacy Advisory Services
Pennsylvania
$2.56M -$10.5K -129 -0.4%
WIM
245
Westside Investment Management
California
$2.53M +$5.72K +70 +0.2%
Two Sigma Investments
246
Two Sigma Investments
New York
$2.51M -$9.71M -118,800 -80%
RMAM
247
Raab & Moskowitz Asset Management
New Jersey
$2.5M -$24.1K -295 -1%
EFN
248
Equita Financial Network
Pennsylvania
$2.5M +$164 +2 +0%
TPWM
249
Twelve Points Wealth Management
Massachusetts
$2.41M +$415K +5,080 +22%
MWM
250
Modera Wealth Management
New Jersey
$2.41M -$31.9K -390 -1%