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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
LWM
276
LJI Wealth Management
Indiana
$1.93M
BFG
277
Bleakley Financial Group
New Jersey
$1.93M
JWA
278
JFS Wealth Advisors
Pennsylvania
$1.92M
DWP
279
Daymark Wealth Partners
Ohio
$1.91M
First Trust Advisors
280
First Trust Advisors
Illinois
$1.9M
SWM
281
Seaside Wealth Management
California
$1.88M
MMA
282
Miracle Mile Advisors
California
$1.87M
Renaissance Technologies
283
Renaissance Technologies
New York
$1.83M
CGFA
284
Colton Groome Financial Advisors
North Carolina
$1.83M
WCM
285
Wealthcare Capital Management
Virginia
$1.81M
AWM
286
Apollon Wealth Management
South Carolina
$1.79M
CC
287
Climber Capital
Switzerland
$1.78M
PA
288
Procyon Advisors
Connecticut
$1.78M
TC
289
Trilogy Capital
California
$1.77M
SB
290
Semitam Bonam
New York
$1.76M
RFP
291
Root Financial Partners
California
$1.73M
AAS
292
Ameritas Advisory Services
Nebraska
$1.73M
SFG
293
Sunburst Financial Group
Alabama
$1.72M
NG
294
Novem Group
New York
$1.71M
DT
295
Diversified Trust
Tennessee
$1.7M
WCP
296
Wealthcare Capital Partners
Pennsylvania
$1.67M
FWM
297
FMA Wealth Management
Massachusetts
$1.67M
AWA
298
Alta Wealth Advisors
Massachusetts
$1.66M
WFP
299
Wrenne Financial Planning
Kentucky
$1.65M
MA
300
Mosaic Advisors
Texas
$1.64M