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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
LK
351
Lumbard & Kellner
New Hampshire
$1.18M
FF
352
Friday Financial
Iowa
$1.17M
PWM
353
Penobscot Wealth Management
Maine
$1.16M
SP
354
Sequent Planning
Nebraska
$1.15M
TF
355
TLWM Financial
Texas
$1.15M
BAM
356
Belleair Asset Management
Florida
$1.13M
AMCA
357
Arthur M. Cohen & Associates
Illinois
$1.11M
CA
358
Continuum Advisory
Idaho
$1.07M
G
359
GenTrust
Florida
$1.04M
SIMC
360
Squire Investment Management Company
Utah
$1.03M
LCWP
361
Legacy Capital Wealth Partners
Arkansas
$1.03M
SCM
362
SCS Capital Management
Massachusetts
$1.02M
CFGA
363
Cambridge Financial Group (Arizona)
Arizona
$998K
USCWA
364
U.S. Capital Wealth Advisors
Texas
$994K
AFP
365
Ausdal Financial Partners
Iowa
$988K
PWM
366
Prentice Wealth Management
New York
$986K
IF
367
Intrua Financial
Texas
$972K
PFG
368
Prosperity Financial Group
California
$958K
BSTWA
369
Blake Schutter Theil Wealth Advisors
Ohio
$958K
GA
370
Goldstein Advisors
Wisconsin
$939K
NF
371
Napier Financial
Massachusetts
$939K
DC
372
Davenport & Co
Virginia
$938K
Jane Street
373
Jane Street
New York
$935K
GWMIA
374
Global Wealth Management Investment Advisory
Florida
$919K
Northern Trust
375
Northern Trust
Illinois
$910K