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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
WCP
301
Wealthcare Capital Partners
Pennsylvania
$1.67M +$32.7K +400 +2%
FWM
302
FMA Wealth Management
Massachusetts
$1.67M -$17.6K -215 -1%
AWA
303
Alta Wealth Advisors
Massachusetts
$1.66M +$2.37K +29 +0.1%
WFP
304
Wrenne Financial Planning
Kentucky
$1.65M -$356K -4,355 -18%
MA
305
Mosaic Advisors
Texas
$1.64M
TCM
306
Towercrest Capital Management
Pennsylvania
$1.63M -$76.7K -938 -5%
PTC
307
Private Trust Company
Ohio
$1.62M -$2M -24,510 -55%
WA
308
Walsh & Associates
Florida
$1.61M +$1.6M +19,538 New
FCMA
309
Foresight Capital Management Advisors
Michigan
$1.57M +$1.55M +18,972 New
SB
310
Strategic Blueprint
Georgia
$1.56M -$39.5K -483 -2%
OWM
311
Omnitrust Wealth Management
Florida
$1.56M +$1.54M +18,851 New
BAM
312
Belpointe Asset Management
Nevada
$1.55M +$169K +2,066 +12%
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$1.55M +$425K +5,198 +38%
PWA
314
Peterson Wealth Advisors
Utah
$1.55M -$2.84M -34,789 -65%
MFA
315
McClarren Financial Advisors
Pennsylvania
$1.54M -$971K -11,880 -72%
ADL
316
Asset Dedication LLC
California
$1.51M -$52.5K -642 -3%
MFG
317
Merit Financial Group
Georgia
$1.49M -$1.03M -12,588 -41%
GM
318
GeoWealth Management
Illinois
$1.48M -$200K -2,447 -12%
KWA
319
Kingswood Wealth Advisors
California
$1.48M +$997K +12,198 +212%
SA
320
Stewardship Advisors
Pennsylvania
$1.48M -$84.1K -1,028 -5%
TCM
321
Telos Capital Management
California
$1.47M -$9.16K -112 -0.6%
MMCM
322
Murphy & Mullick Capital Management
New York
$1.47M +$102K +1,253 +8%
GGS
323
Galvin Gaustad & Stein
Arizona
$1.45M +$1.44M +17,605 New
ASW
324
Astoria Strategic Wealth
Texas
$1.44M -$6.87K -84 -0.5%
NB
325
Nicolet Bankshares
Wisconsin
$1.44M -$155K -1,894 -10%