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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
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$1.35M
EB
327
Emprise Bank
Kansas
$1.35M
SPI
328
Sutton Place Investors
New York
$1.35M
BlackRock
329
BlackRock
New York
$1.35M
LFP
330
Leeward Financial Partners
Washington
$1.34M
NFG
331
Northbridge Financial Group
Florida
$1.33M
SC
332
SouthState Corp
Florida
$1.32M
CMMS
333
Comprehensive Money Management Services
Florida
$1.31M
WFPG
334
Waller Financial Planning Group
Ohio
$1.28M
CA
335
Calton & Associates
Florida
$1.28M
FHC
336
First Horizon Corporation
Tennessee
$1.28M
CA
337
Clearstead Advisors
Ohio
$1.26M
FPI
338
Financial Plan Inc
Washington
$1.26M
GWM
339
Gilpin Wealth Management
Colorado
$1.23M
LA
340
Lifeworks Advisors
Michigan
$1.23M
KFGG
341
Keystone Financial Group (Georgia)
Georgia
$1.22M
LSA
342
L & S Advisors
California
$1.22M
SF
343
Slagle Financial
Illinois
$1.21M
SFS
344
Sowell Financial Services
Arkansas
$1.2M
BWP
345
Bernardo Wealth Planning
Pennsylvania
$1.19M
PWM
346
Paulson Wealth Management
Illinois
$1.19M
LK
347
Lumbard & Kellner
New Hampshire
$1.18M
FF
348
Friday Financial
Iowa
$1.17M
PWM
349
Penobscot Wealth Management
Maine
$1.16M
SP
350
Sequent Planning
Nebraska
$1.15M