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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
PCP
326
Proficio Capital Partners
Massachusetts
$1.38M
BEC
327
Blue Edge Capital
Virginia
$1.38M
IA
328
Insight Advisors
Pennsylvania
$1.37M
AWMG
329
Alliance Wealth Management Group
New Jersey
$1.37M
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$1.35M
EB
331
Emprise Bank
Kansas
$1.35M
SPI
332
Sutton Place Investors
New York
$1.35M
BlackRock
333
BlackRock
New York
$1.35M
LFP
334
Leeward Financial Partners
Washington
$1.34M
NFG
335
Northbridge Financial Group
Florida
$1.33M
SC
336
SouthState Corp
Florida
$1.32M
CMMS
337
Comprehensive Money Management Services
Florida
$1.31M
WFPG
338
Waller Financial Planning Group
Ohio
$1.28M
CA
339
Calton & Associates
Florida
$1.28M
FHC
340
First Horizon Corporation
Tennessee
$1.28M
CA
341
Clearstead Advisors
Ohio
$1.26M
FPI
342
Financial Plan Inc
Washington
$1.26M
GWM
343
Gilpin Wealth Management
Colorado
$1.23M
LA
344
Lifeworks Advisors
Michigan
$1.23M
KFGG
345
Keystone Financial Group (Georgia)
Georgia
$1.22M
LSA
346
L & S Advisors
California
$1.22M
SF
347
Slagle Financial
Illinois
$1.21M
SFS
348
Sowell Financial Services
Arkansas
$1.2M
BWP
349
Bernardo Wealth Planning
Pennsylvania
$1.19M
PWM
350
Paulson Wealth Management
Illinois
$1.19M