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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
SG
276
Sharper & Granite
California
$1.55M
DT
277
Diversified Trust
Tennessee
$1.54M
MFA
278
Morling Financial Advisors
California
$1.54M
WCP
279
Wealthcare Capital Partners
Pennsylvania
$1.54M
AssetMark Inc
280
AssetMark Inc
California
$1.54M
NG
281
Novem Group
New York
$1.53M
LWM
282
LJI Wealth Management
Indiana
$1.51M
AWA
283
Alta Wealth Advisors
Massachusetts
$1.5M
FWM
284
FMA Wealth Management
Massachusetts
$1.5M
FWM
285
FSA Wealth Management
Massachusetts
$1.48M
AWM
286
Apollon Wealth Management
South Carolina
$1.47M
SA
287
Stewardship Advisors
Pennsylvania
$1.47M
SB
288
Strategic Blueprint
Georgia
$1.46M
MFA
289
McClarren Financial Advisors
Pennsylvania
$1.46M
RMF
290
Red Mountain Financial
Colorado
$1.45M
BMD
291
Better Money Decisions
New Mexico
$1.44M
TCM
292
Telos Capital Management
California
$1.43M
ADL
293
Asset Dedication LLC
California
$1.42M
ST
294
Sentinel Trust
Texas
$1.42M
CW
295
CreativeOne Wealth
Kansas
$1.4M
AWMG
296
Alliance Wealth Management Group
New Jersey
$1.4M
GT
297
Glenview Trust
Kentucky
$1.34M
PWH
298
Priebe Wealth Holdings
Minnesota
$1.32M
ASW
299
Astoria Strategic Wealth
Texas
$1.32M
Stifel Financial
300
Stifel Financial
Missouri
$1.29M