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

665 hedge funds and large institutions have $7.47B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 273 reducing their positions, and 27 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 273

Holders
665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
376
CacheTech Inc
Utah
$772K
IWN
377
Independent Wealth Network
Iowa
$772K
MWM
378
MBE Wealth Management
Wisconsin
$768K
CIA
379
Capital Investment Advisors
Georgia
$751K
MWAM
380
Manhattan West Asset Management
California
$740K
SFM
381
Signet Financial Management
New Jersey
$737K
JF
382
Jericho Financial
Ohio
$735K
STA
383
Summit Trail Advisors
New York
$731K
CAS
384
Coppell Advisory Solutions
Texas
$725K
BMCM
385
Burns Matteson Capital Management
New York
$721K
EWM
386
Echo Wealth Management
Minnesota
$715K
SW
387
SlateStone Wealth
Florida
$710K
FIA
388
Foundations Investment Advisors
Arizona
$709K
CA
389
CoreCap Advisors
Michigan
$705K
BFG
390
Berger Financial Group
Minnesota
$705K
SP
391
Stonebrook Private
Michigan
$703K
CWA
392
CogentBlue Wealth Advisors
Tennessee
$699K
BWMG
393
Barnes Wealth Management Group
California
$694K
WS
394
Wedbush Securities
California
$682K
CIA
395
Cape Investment Advisory
Georgia
$662K
AC
396
AIFG Consultants
New York
$659K
TIAA Trust, National Association
397
TIAA Trust, National Association
North Carolina
$643K
DWP
398
Destiny Wealth Partners
Florida
$628K
Bank of New York Mellon
399
Bank of New York Mellon
New York
$626K
RH
400
RFG Holdings
Texas
$621K