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

672 hedge funds and large institutions have $7.51B 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, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Procyon Advisors
Connecticut
$1.69M +$1.63M +20,982 New
CGFA
277
Colton Groome Financial Advisors
North Carolina
$1.69M -$57.4K -738 -3%
SFG
278
Sunburst Financial Group
Alabama
$1.68M -$7.69K -99 -0.5%
TCM
279
Towercrest Capital Management
Pennsylvania
$1.67M -$78.9K -1,015 -5%
DT
280
Diversified Trust
Tennessee
$1.66M
FWM
281
FMA Wealth Management
Massachusetts
$1.65M +$28.5K +367 +2%
GM
282
GeoWealth Management
Illinois
$1.65M -$84.9K -1,092 -5%
NG
283
Novem Group
New York
$1.64M -$6.22K -80 -0.4%
RFP
284
Root Financial Partners
California
$1.64M +$327K +4,206 +26%
RMF
285
Red Mountain Financial
Colorado
$1.62M +$58.2K +749 +4%
AWA
286
Alta Wealth Advisors
Massachusetts
$1.62M -$855 -11 -0.1%
NAS
287
Nicolet Advisory Services
Wisconsin
$1.61M -$106K -1,366 -6%
MA
288
Mosaic Advisors
Texas
$1.6M +$1.54M +19,863 New
WCP
289
Wealthcare Capital Partners
Pennsylvania
$1.6M -$53.9K -694 -3%
FWM
290
FSA Wealth Management
Massachusetts
$1.57M -$17.3K -223 -1%
SB
291
Strategic Blueprint
Georgia
$1.57M -$8.39K -108 -0.6%
NB
292
Nicolet Bankshares
Wisconsin
$1.56M +$196K +2,519 +15%
MFA
293
McClarren Financial Advisors
Pennsylvania
$1.53M -$229K -2,942 -15%
ADL
294
Asset Dedication LLC
California
$1.53M -$544 -7 -0%
SA
295
Stewardship Advisors
Pennsylvania
$1.53M -$54.9K -707 -4%
MFA
296
Morling Financial Advisors
California
$1.48M -$168K -2,158 -11%
TCM
297
Telos Capital Management
California
$1.45M -$85K -1,094 -6%
ST
298
Sentinel Trust
Texas
$1.43M -$94K -1,209 -6%
ASW
299
Astoria Strategic Wealth
Texas
$1.42M -$3.19K -41 -0.2%
AWMG
300
Alliance Wealth Management Group
New Jersey
$1.41M -$97.8K -1,258 -7%