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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
251
Nicolet Advisory Services
Wisconsin
$2.41M +$713K +8,716 +44%
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$2.4M -$829K -10,143 -26%
FWM
253
Fingerlakes Wealth Management
New York
$2.33M -$151K -1,850 -6%
JWM
254
Jacksonville Wealth Management
Florida
$2.27M -$189K -2,312 -8%
NWM
255
Northwest Wealth Management
Iowa
$2.25M -$26.6K -325 -1%
PWM
256
Perigon Wealth Management
California
$2.23M +$318K +3,890 +17%
Financial Engines Advisors
257
Financial Engines Advisors
California
$2.22M +$113K +1,380 +5%
DWM
258
Destination Wealth Management
California
$2.21M
OIM
259
Orca Investment Management
Oregon
$2.21M -$4.91K -60 -0.2%
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M -$25.4K -311 -1%
RMF
261
Red Mountain Financial
Colorado
$2.18M +$514K +6,291 +31%
SG
262
Sharper & Granite
California
$2.15M -$11.9K -145 -0.6%
SWIA
263
Solano Wealth Investment Advisors
California
$2.13M -$998K -12,204 -32%
AIM
264
Advyzon Investment Management
Illinois
$2.12M +$324K +3,959 +18%
WIM
265
WealthPlan Investment Management
Nebraska
$2.09M -$153K -1,868 -7%
SA
266
Sanctuary Advisors
Indiana
$2.07M -$25.6K -313 -1%
FFM
267
Flagstone Financial Management
Nebraska
$2.06M -$6.3K -77 -0.3%
AWM
268
Axxcess Wealth Management
California
$2.06M -$32.6K -399 -2%
SCP
269
Stevens Capital Partners
Nebraska
$2.06M -$38.4K -470 -2%
FEG
270
Financial Enhancement Group
Indiana
$2.06M -$351K -4,289 -15%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$2.05M +$1.52M +18,644 +298%
OPWM
272
Oakwell Private Wealth Management
Texas
$2.04M -$4.99K -61 -0.2%
ACM
273
Advance Capital Management
Michigan
$2.04M +$54.1K +662 +3%
P
274
&Partners
Tennessee
$2.03M -$12.7K -155 -0.6%
M
275
MATAURO
New York
$2.03M +$35.1K +429 +2%