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

665 hedge funds and large institutions have $7.47B 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, 214 increasing their positions, 273 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: 214 | Existing positions reduced: 273

Holders
665
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
OPWM
251
Oakwell Private Wealth Management
Texas
$2M
P
252
&Partners
Tennessee
$1.99M
CPIG
253
Chicago Partners Investment Group
Illinois
$1.97M
WFP
254
Wrenne Financial Planning
Kentucky
$1.97M
M
255
MATAURO
New York
$1.95M
ACM
256
Advance Capital Management
Michigan
$1.94M
BCB
257
Brian C. Broderick
$1.94M
VT
258
Vise Technologies
New York
$1.91M
TPWM
259
Twelve Points Wealth Management
Massachusetts
$1.9M
JWA
260
JFS Wealth Advisors
Pennsylvania
$1.88M
GS
261
GTS Securities
New York
$1.88M
PWM
262
Perigon Wealth Management
California
$1.87M
DWP
263
Daymark Wealth Partners
Ohio
$1.87M
First Trust Advisors
264
First Trust Advisors
Illinois
$1.86M
SWM
265
Seaside Wealth Management
California
$1.85M
AWM
266
Apollon Wealth Management
South Carolina
$1.78M
LWM
267
LJI Wealth Management
Indiana
$1.77M
AIM
268
Advyzon Investment Management
Illinois
$1.75M
TC
269
Trilogy Capital
California
$1.73M
SB
270
Semitam Bonam
New York
$1.72M
PA
271
Procyon Advisors
Connecticut
$1.69M
VCM
272
Virtue Capital Management
Tennessee
$1.69M
CGFA
273
Colton Groome Financial Advisors
North Carolina
$1.69M
SFG
274
Sunburst Financial Group
Alabama
$1.68M
TCM
275
Towercrest Capital Management
Pennsylvania
$1.67M