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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
BBHC
301
Brown Brothers Harriman & Co
New York
$1.36M
VWM
302
VCI Wealth Management
Missouri
$1.36M
BAM
303
Belpointe Asset Management
Nevada
$1.35M
PCP
304
Proficio Capital Partners
Massachusetts
$1.35M
SC
305
SouthState Corp
Florida
$1.35M
BEC
306
Blue Edge Capital
Virginia
$1.35M
IA
307
Insight Advisors
Pennsylvania
$1.34M
MMCM
308
Murphy & Mullick Capital Management
New York
$1.34M
NP
309
NorthRock Partners
Minnesota
$1.32M
SPI
310
Sutton Place Investors
New York
$1.32M
CMMS
311
Comprehensive Money Management Services
Florida
$1.32M
LFP
312
Leeward Financial Partners
Washington
$1.31M
SF
313
Slagle Financial
Illinois
$1.3M
BSTWA
314
Blake Schutter Theil Wealth Advisors
Ohio
$1.28M
WFPG
315
Waller Financial Planning Group
Ohio
$1.26M
FHC
316
First Horizon Corporation
Tennessee
$1.25M
PWM
317
Paulson Wealth Management
Illinois
$1.22M
DAS
318
Dynamic Advisor Solutions
Arizona
$1.22M
LA
319
Lifeworks Advisors
Michigan
$1.22M
ACM
320
Armbruster Capital Management
New York
$1.21M
CA
321
Calton & Associates
Florida
$1.21M
LSA
322
L & S Advisors
California
$1.19M
KFGG
323
Keystone Financial Group (Georgia)
Georgia
$1.19M
BWP
324
Bernardo Wealth Planning
Pennsylvania
$1.17M
LK
325
Lumbard & Kellner
New Hampshire
$1.16M