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

661 hedge funds and large institutions have $7.38B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 271 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 271

Holders
661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
CPIG
251
Chicago Partners Investment Group
Illinois
$1.97M
WFP
252
Wrenne Financial Planning
Kentucky
$1.97M
M
253
MATAURO
New York
$1.95M
ACM
254
Advance Capital Management
Michigan
$1.94M
BCB
255
Brian C. Broderick
$1.94M
VT
256
Vise Technologies
New York
$1.91M
TPWM
257
Twelve Points Wealth Management
Massachusetts
$1.9M
JWA
258
JFS Wealth Advisors
Pennsylvania
$1.88M
GS
259
GTS Securities
New York
$1.88M
PWM
260
Perigon Wealth Management
California
$1.87M
DWP
261
Daymark Wealth Partners
Ohio
$1.87M
First Trust Advisors
262
First Trust Advisors
Illinois
$1.86M
SWM
263
Seaside Wealth Management
California
$1.85M
AWM
264
Apollon Wealth Management
South Carolina
$1.78M
LWM
265
LJI Wealth Management
Indiana
$1.77M
AIM
266
Advyzon Investment Management
Illinois
$1.75M
TC
267
Trilogy Capital
California
$1.73M
SB
268
Semitam Bonam
New York
$1.72M
PA
269
Procyon Advisors
Connecticut
$1.69M
VCM
270
Virtue Capital Management
Tennessee
$1.69M
CGFA
271
Colton Groome Financial Advisors
North Carolina
$1.69M
SFG
272
Sunburst Financial Group
Alabama
$1.68M
TCM
273
Towercrest Capital Management
Pennsylvania
$1.67M
DT
274
Diversified Trust
Tennessee
$1.66M
FWM
275
FMA Wealth Management
Massachusetts
$1.65M