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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
351
Keystone Financial Group (Georgia)
Georgia
$1.22M +$6.62K +81 +0.5%
LSA
352
L & S Advisors
California
$1.22M +$4.99K +61 +0.4%
SF
353
Slagle Financial
Illinois
$1.21M -$113K -1,383 -9%
SFS
354
Sowell Financial Services
Arkansas
$1.2M +$244K +2,986 +26%
BWP
355
Bernardo Wealth Planning
Pennsylvania
$1.19M -$164 -2 -0%
PWM
356
Paulson Wealth Management
Illinois
$1.19M -$63K -771 -5%
LK
357
Lumbard & Kellner
New Hampshire
$1.18M
FF
358
Friday Financial
Iowa
$1.17M +$82 +1 +0%
PWM
359
Penobscot Wealth Management
Maine
$1.16M +$899 +11 +0.1%
SP
360
Sequent Planning
Nebraska
$1.15M +$23.9K +292 +2%
TF
361
TLWM Financial
Texas
$1.15M +$38.4K +469 +3%
BAM
362
Belleair Asset Management
Florida
$1.13M +$1.12M +13,705 New
AMCA
363
Arthur M. Cohen & Associates
Illinois
$1.11M
CA
364
Continuum Advisory
Idaho
$1.07M -$19.3K -236 -2%
G
365
GenTrust
Florida
$1.04M
SIMC
366
Squire Investment Management Company
Utah
$1.03M
LCWP
367
Legacy Capital Wealth Partners
Arkansas
$1.03M -$53.3K -652 -5%
SCM
368
SCS Capital Management
Massachusetts
$1.02M +$2.94K +36 +0.3%
CFGA
369
Cambridge Financial Group (Arizona)
Arizona
$998K +$2.78K +34 +0.2%
USCWA
370
U.S. Capital Wealth Advisors
Texas
$994K +$90.8K +1,111 +10%
AFP
371
Ausdal Financial Partners
Iowa
$988K +$43.9K +537 +5%
PWM
372
Prentice Wealth Management
New York
$986K -$19.8K -242 -2%
IF
373
Intrua Financial
Texas
$972K +$168K +2,055 +21%
PFG
374
Prosperity Financial Group
California
$958K -$40.1K -490 -4%
BSTWA
375
Blake Schutter Theil Wealth Advisors
Ohio
$958K -$346K -4,232 -27%