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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
TCM
301
Towercrest Capital Management
Pennsylvania
$1.63M
PTC
302
Private Trust Company
Ohio
$1.62M
FCMA
303
Foresight Capital Management Advisors
Michigan
$1.57M
SB
304
Strategic Blueprint
Georgia
$1.56M
OWM
305
Omnitrust Wealth Management
Florida
$1.56M
BAM
306
Belpointe Asset Management
Nevada
$1.55M
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$1.55M
PWA
308
Peterson Wealth Advisors
Utah
$1.55M
MFA
309
McClarren Financial Advisors
Pennsylvania
$1.54M
ADL
310
Asset Dedication LLC
California
$1.51M
MFG
311
Merit Financial Group
Georgia
$1.49M
GM
312
GeoWealth Management
Illinois
$1.48M
KWA
313
Kingswood Wealth Advisors
California
$1.48M
SA
314
Stewardship Advisors
Pennsylvania
$1.48M
TCM
315
Telos Capital Management
California
$1.47M
MMCM
316
Murphy & Mullick Capital Management
New York
$1.47M
GGS
317
Galvin Gaustad & Stein
Arizona
$1.45M
ASW
318
Astoria Strategic Wealth
Texas
$1.44M
NB
319
Nicolet Bankshares
Wisconsin
$1.44M
GT
320
Glenview Trust
Kentucky
$1.43M
CW
321
CreativeOne Wealth
Kansas
$1.41M
ACM
322
Armbruster Capital Management
New York
$1.4M
MFA
323
Morling Financial Advisors
California
$1.39M
BBHC
324
Brown Brothers Harriman & Co
New York
$1.39M
NP
325
NorthRock Partners
Minnesota
$1.39M