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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
OWM
301
Omnitrust Wealth Management
Florida
$1.56M
BAM
302
Belpointe Asset Management
Nevada
$1.55M
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$1.55M
PWA
304
Peterson Wealth Advisors
Utah
$1.55M
MFA
305
McClarren Financial Advisors
Pennsylvania
$1.54M
ADL
306
Asset Dedication LLC
California
$1.51M
MFG
307
Merit Financial Group
Georgia
$1.49M
GM
308
GeoWealth Management
Illinois
$1.48M
KWA
309
Kingswood Wealth Advisors
California
$1.48M
SA
310
Stewardship Advisors
Pennsylvania
$1.48M
TCM
311
Telos Capital Management
California
$1.47M
MMCM
312
Murphy & Mullick Capital Management
New York
$1.47M
GGS
313
Galvin Gaustad & Stein
Arizona
$1.45M
ASW
314
Astoria Strategic Wealth
Texas
$1.44M
NB
315
Nicolet Bankshares
Wisconsin
$1.44M
GT
316
Glenview Trust
Kentucky
$1.43M
CW
317
CreativeOne Wealth
Kansas
$1.41M
ACM
318
Armbruster Capital Management
New York
$1.4M
MFA
319
Morling Financial Advisors
California
$1.39M
BBHC
320
Brown Brothers Harriman & Co
New York
$1.39M
NP
321
NorthRock Partners
Minnesota
$1.39M
PCP
322
Proficio Capital Partners
Massachusetts
$1.38M
BEC
323
Blue Edge Capital
Virginia
$1.38M
IA
324
Insight Advisors
Pennsylvania
$1.37M
AWMG
325
Alliance Wealth Management Group
New Jersey
$1.37M