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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
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
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
376
Berger Financial Group
Minnesota
$712K
PNC Financial Services Group
377
PNC Financial Services Group
Pennsylvania
$711K
SFS
378
Sowell Financial Services
Arkansas
$707K
CCM
379
Crew Capital Management
Ohio
$706K
Northern Trust
380
Northern Trust
Illinois
$705K
Bank of New York Mellon
381
Bank of New York Mellon
New York
$704K
RWM
382
Ritholtz Wealth Management
New York
$700K
MMCM
383
Murphy & Mullick Capital Management
New York
$697K
AAS
384
Avantax Advisory Services
Texas
$697K
MWAM
385
Manhattan West Asset Management
California
$691K
EWM
386
Echo Wealth Management
Minnesota
$688K
SFM
387
Signet Financial Management
New Jersey
$679K
BMCM
388
Burns Matteson Capital Management
New York
$677K
JF
389
Jericho Financial
Ohio
$664K
SW
390
SlateStone Wealth
Florida
$659K
RSWM
391
Robertson Stephens Wealth Management
California
$654K
SP
392
Stonebrook Private
Michigan
$653K
CWA
393
CogentBlue Wealth Advisors
Tennessee
$649K
BWMG
394
Barnes Wealth Management Group
California
$647K
CA
395
CoreCap Advisors
Michigan
$639K
YCG
396
Yeomans Consulting Group
Georgia
$637K
IWN
397
Independent Wealth Network
Iowa
$635K
BCM
398
Brookstone Capital Management
Illinois
$625K
TIAA Trust, National Association
399
TIAA Trust, National Association
North Carolina
$613K
CL
400
Choreo LLC
Illinois
$597K