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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
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
OIM
251
Orca Investment Management
Oregon
$2.21M
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M
RMF
253
Red Mountain Financial
Colorado
$2.18M
SG
254
Sharper & Granite
California
$2.15M
SWIA
255
Solano Wealth Investment Advisors
California
$2.13M
AIM
256
Advyzon Investment Management
Illinois
$2.12M
WIM
257
WealthPlan Investment Management
Nebraska
$2.09M
SA
258
Sanctuary Advisors
Indiana
$2.07M
FFM
259
Flagstone Financial Management
Nebraska
$2.06M
AWM
260
Axxcess Wealth Management
California
$2.06M
SCP
261
Stevens Capital Partners
Nebraska
$2.06M
FEG
262
Financial Enhancement Group
Indiana
$2.06M
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$2.05M
OPWM
264
Oakwell Private Wealth Management
Texas
$2.04M
ACM
265
Advance Capital Management
Michigan
$2.04M
P
266
&Partners
Tennessee
$2.03M
M
267
MATAURO
New York
$2.03M
VCM
268
Virtue Capital Management
Tennessee
$2.02M
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$2M
CPIG
270
Chicago Partners Investment Group
Illinois
$1.99M
BCB
271
Brian C. Broderick
$1.93M
LWM
272
LJI Wealth Management
Indiana
$1.93M
BFG
273
Bleakley Financial Group
New Jersey
$1.93M
JWA
274
JFS Wealth Advisors
Pennsylvania
$1.92M
DWP
275
Daymark Wealth Partners
Ohio
$1.91M