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

672 hedge funds and large institutions have $7.51B 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, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
326
Keystone Financial Group (Georgia)
Georgia
$1.19M +$15.6K +201 +1%
BWP
327
Bernardo Wealth Planning
Pennsylvania
$1.17M -$50.1K -645 -4%
LK
328
Lumbard & Kellner
New Hampshire
$1.16M +$881K +11,342 +380%
FF
329
Friday Financial
Iowa
$1.14M
EWM
330
Evercore Wealth Management
New York
$1.14M +$316K +4,061 +40%
AAS
331
Ameritas Advisory Services
Nebraska
$1.14M +$705K +9,073 +181%
PWM
332
Penobscot Wealth Management
Maine
$1.13M +$8.16K +105 +0.8%
CFGA
333
Cambridge Financial Group (Arizona)
Arizona
$1.12M
CCMG
334
Clark Capital Management Group
Pennsylvania
$1.12M -$10.7K -138 -1%
BFG
335
Bleakley Financial Group
New Jersey
$1.11M -$170K -2,191 -14%
SP
336
Sequent Planning
Nebraska
$1.1M +$75.5K +972 +8%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$1.1M +$1.06M +13,594 New
TF
338
TLWM Financial
Texas
$1.09M -$389 -5 -0%
AMCA
339
Arthur M. Cohen & Associates
Illinois
$1.08M +$45K +579 +5%
QCM
340
Quantinno Capital Management
New York
$1.07M +$632K +8,132 +159%
GT
341
Greenleaf Trust
Michigan
$1.06M -$2.9M -37,273 -74%
CA
342
Continuum Advisory
Idaho
$1.06M -$27.6K -355 -3%
TRCT
343
Tower Research Capital (TRC)
New York
$1.06M -$640K -8,242 -39%
LCWP
344
Legacy Capital Wealth Partners
Arkansas
$1.06M +$122K +1,571 +14%
G
345
GenTrust
Florida
$1.01M
SIMC
346
Squire Investment Management Company
Utah
$1.01M -$233 -3 -0%
SCM
347
SCS Capital Management
Massachusetts
$994K +$2.8K +36 +0.3%
PWM
348
Prentice Wealth Management
New York
$983K -$4.97K -64 -0.5%
PFG
349
Prosperity Financial Group
California
$976K -$16.2K -208 -2%
Jane Street
350
Jane Street
New York
$968K +$333K +4,290 +56%