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

669 hedge funds and large institutions have $7.5B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 215 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
TCM
276
Towercrest Capital Management
Pennsylvania
$1.67M
DT
277
Diversified Trust
Tennessee
$1.66M
FWM
278
FMA Wealth Management
Massachusetts
$1.65M
GM
279
GeoWealth Management
Illinois
$1.65M
NG
280
Novem Group
New York
$1.64M
RFP
281
Root Financial Partners
California
$1.64M
RMF
282
Red Mountain Financial
Colorado
$1.62M
AWA
283
Alta Wealth Advisors
Massachusetts
$1.62M
NAS
284
Nicolet Advisory Services
Wisconsin
$1.61M
MA
285
Mosaic Advisors
Texas
$1.6M
WCP
286
Wealthcare Capital Partners
Pennsylvania
$1.6M
FWM
287
FSA Wealth Management
Massachusetts
$1.57M
SB
288
Strategic Blueprint
Georgia
$1.57M
NB
289
Nicolet Bankshares
Wisconsin
$1.56M
MFA
290
McClarren Financial Advisors
Pennsylvania
$1.53M
ADL
291
Asset Dedication LLC
California
$1.53M
SA
292
Stewardship Advisors
Pennsylvania
$1.53M
MFA
293
Morling Financial Advisors
California
$1.48M
TCM
294
Telos Capital Management
California
$1.45M
ST
295
Sentinel Trust
Texas
$1.43M
ASW
296
Astoria Strategic Wealth
Texas
$1.42M
AWMG
297
Alliance Wealth Management Group
New Jersey
$1.41M
GT
298
Glenview Trust
Kentucky
$1.39M
Stifel Financial
299
Stifel Financial
Missouri
$1.39M
EB
300
Emprise Bank
Kansas
$1.36M