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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
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
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCB
251
Brian C. Broderick
$1.86M
WFP
252
Wrenne Financial Planning
Kentucky
$1.86M
ACM
253
Advance Capital Management
Michigan
$1.81M
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.79M
CPIG
255
Chicago Partners Investment Group
Illinois
$1.78M
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$1.76M
PWM
257
Perigon Wealth Management
California
$1.74M
AWS
258
Atria Wealth Solutions
New York
$1.74M
DWP
259
Daymark Wealth Partners
Ohio
$1.73M
SWM
260
Seaside Wealth Management
California
$1.72M
First Trust Advisors
261
First Trust Advisors
Illinois
$1.72M
TC
262
Trilogy Capital
California
$1.66M
NP
263
NorthRock Partners
Minnesota
$1.66M
EWA
264
EP Wealth Advisors
California
$1.65M
P
265
&Partners
Tennessee
$1.65M
WCWM
266
Wooster Corthell Wealth Management
Connecticut
$1.64M
TCM
267
Towercrest Capital Management
Pennsylvania
$1.63M
CGFA
268
Colton Groome Financial Advisors
North Carolina
$1.62M
GM
269
GeoWealth Management
Illinois
$1.61M
VCM
270
Virtue Capital Management
Tennessee
$1.61M
CC
271
Climber Capital
Switzerland
$1.61M
SB
272
Semitam Bonam
New York
$1.6M
TRCT
273
Tower Research Capital (TRC)
New York
$1.6M
NAS
274
Nicolet Advisory Services
Wisconsin
$1.6M
SFG
275
Sunburst Financial Group
Alabama
$1.56M