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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
VCM
276
Virtue Capital Management
Tennessee
$2.02M -$1.09M -13,344 -35%
Susquehanna International Group
277
Susquehanna International Group
Pennsylvania
$2M -$455K -5,559 -19%
CPIG
278
Chicago Partners Investment Group
Illinois
$1.99M +$4.66K +57 +0.2%
BCB
279
Brian C. Broderick
$1.93M -$51.1K -625 -3%
LWM
280
LJI Wealth Management
Indiana
$1.93M +$120K +1,463 +7%
BFG
281
Bleakley Financial Group
New Jersey
$1.93M +$781K +9,550 +69%
JWA
282
JFS Wealth Advisors
Pennsylvania
$1.92M +$981 +12 +0.1%
DWP
283
Daymark Wealth Partners
Ohio
$1.91M +$818 +10 +0%
First Trust Advisors
284
First Trust Advisors
Illinois
$1.9M
SWM
285
Seaside Wealth Management
California
$1.88M -$11.1K -136 -0.6%
MMA
286
Miracle Mile Advisors
California
$1.87M +$1.85M +22,680 New
Renaissance Technologies
287
Renaissance Technologies
New York
$1.83M -$1.2M -14,700 -40%
CGFA
288
Colton Groome Financial Advisors
North Carolina
$1.83M +$102K +1,244 +6%
WCM
289
Wealthcare Capital Management
Virginia
$1.81M +$1.79M +21,933 New
AWM
290
Apollon Wealth Management
South Carolina
$1.79M -$27.2K -333 -2%
CC
291
Climber Capital
Switzerland
$1.78M +$1.76M +21,575 New
PA
292
Procyon Advisors
Connecticut
$1.78M +$46.2K +565 +3%
TC
293
Trilogy Capital
California
$1.77M -$818 -10 -0%
SB
294
Semitam Bonam
New York
$1.76M -$818 -10 -0%
DWML
295
Decker Wealth Management LLC
Tennessee
$1.73M +$1.71M +20,959 New
RFP
296
Root Financial Partners
California
$1.73M +$48.9K +598 +3%
AAS
297
Ameritas Advisory Services
Nebraska
$1.73M +$558K +6,825 +48%
SFG
298
Sunburst Financial Group
Alabama
$1.72M
NG
299
Novem Group
New York
$1.71M +$32.1K +392 +2%
DT
300
Diversified Trust
Tennessee
$1.7M