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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 reducing their positions, and 34 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 funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
276
First Trust Advisors
Illinois
$1.9M
SWM
277
Seaside Wealth Management
California
$1.88M
MMA
278
Miracle Mile Advisors
California
$1.87M
Renaissance Technologies
279
Renaissance Technologies
New York
$1.83M
CGFA
280
Colton Groome Financial Advisors
North Carolina
$1.83M
WCM
281
Wealthcare Capital Management
Virginia
$1.81M
AWM
282
Apollon Wealth Management
South Carolina
$1.79M
CC
283
Climber Capital
Switzerland
$1.78M
PA
284
Procyon Advisors
Connecticut
$1.78M
TC
285
Trilogy Capital
California
$1.77M
SB
286
Semitam Bonam
New York
$1.76M
RFP
287
Root Financial Partners
California
$1.73M
AAS
288
Ameritas Advisory Services
Nebraska
$1.73M
SFG
289
Sunburst Financial Group
Alabama
$1.72M
NG
290
Novem Group
New York
$1.71M
DT
291
Diversified Trust
Tennessee
$1.7M
WCP
292
Wealthcare Capital Partners
Pennsylvania
$1.67M
FWM
293
FMA Wealth Management
Massachusetts
$1.67M
AWA
294
Alta Wealth Advisors
Massachusetts
$1.66M
WFP
295
Wrenne Financial Planning
Kentucky
$1.65M
MA
296
Mosaic Advisors
Texas
$1.64M
TCM
297
Towercrest Capital Management
Pennsylvania
$1.63M
PTC
298
Private Trust Company
Ohio
$1.62M
FCMA
299
Foresight Capital Management Advisors
Michigan
$1.57M
SB
300
Strategic Blueprint
Georgia
$1.56M