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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
AWG
226
Altus Wealth Group
Colorado
$2.79M
FFA
227
Founders Financial Alliance
North Carolina
$2.76M
MA
228
MONECO Advisors
Connecticut
$2.76M
BNMT
229
Bawa N Mallick Trust
New York
$2.76M
JGIA
230
Jackson Grant Investment Advisers
Connecticut
$2.75M
SFP
231
Strategic Financial Planning
Texas
$2.75M
EWA
232
EP Wealth Advisors
California
$2.74M
PHWA
233
Petersen Hastings Wealth Advisors
Washington
$2.73M
PWA
234
Pitcairn Wealth Advisors
Pennsylvania
$2.73M
MB
235
MidFirst Bank
Oklahoma
$2.71M
WWA
236
WCG Wealth Advisors
Nevada
$2.65M
FGAM
237
Financial Gravity Asset Management
Texas
$2.64M
SWA
238
SFMG Wealth Advisors
Texas
$2.59M
IWC
239
Integrated Wealth Concepts
Massachusetts
$2.58M
LAS
240
Legacy Advisory Services
Pennsylvania
$2.56M
WIM
241
Westside Investment Management
California
$2.53M
Two Sigma Investments
242
Two Sigma Investments
New York
$2.51M
RMAM
243
Raab & Moskowitz Asset Management
New Jersey
$2.5M
EFN
244
Equita Financial Network
Pennsylvania
$2.5M
TPWM
245
Twelve Points Wealth Management
Massachusetts
$2.41M
MWM
246
Modera Wealth Management
New Jersey
$2.41M
NAS
247
Nicolet Advisory Services
Wisconsin
$2.41M
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$2.4M
FWM
249
Fingerlakes Wealth Management
New York
$2.33M
JWM
250
Jacksonville Wealth Management
Florida
$2.27M