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

672 hedge funds and large institutions have $7.51B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
376
Brookstone Capital Management
Illinois
$784K +$107K +1,381 +17%
PNC Financial Services Group
377
PNC Financial Services Group
Pennsylvania
$783K +$16.5K +212 +2%
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$779K -$78 -1 -0%
AWA
379
Arkadios Wealth Advisors
Georgia
$773K
CI
380
CacheTech Inc
Utah
$772K -$44.5K -573 -6%
IWN
381
Independent Wealth Network
Iowa
$772K +$85.2K +1,096 +13%
MWM
382
MBE Wealth Management
Wisconsin
$768K -$116K -1,498 -14%
CIA
383
Capital Investment Advisors
Georgia
$751K +$364K +4,687 +101%
MWAM
384
Manhattan West Asset Management
California
$740K -$4.27K -55 -0.6%
SFM
385
Signet Financial Management
New Jersey
$737K +$6.37K +82 +0.9%
JF
386
Jericho Financial
Ohio
$735K +$19.2K +247 +3%
STA
387
Summit Trail Advisors
New York
$731K -$70.6K -909 -9%
CAS
388
Coppell Advisory Solutions
Texas
$725K -$73K -940 -9%
BMCM
389
Burns Matteson Capital Management
New York
$721K -$7.93K -102 -1%
EWM
390
Echo Wealth Management
Minnesota
$715K -$25.6K -329 -4%
SW
391
SlateStone Wealth
Florida
$710K
FIA
392
Foundations Investment Advisors
Arizona
$709K +$175K +2,257 +35%
CA
393
CoreCap Advisors
Michigan
$705K +$15.8K +203 +2%
BFG
394
Berger Financial Group
Minnesota
$705K -$60.4K -777 -8%
SP
395
Stonebrook Private
Michigan
$703K -$233 -3 -0%
CWA
396
CogentBlue Wealth Advisors
Tennessee
$699K
BWMG
397
Barnes Wealth Management Group
California
$694K -$2.64K -34 -0.4%
WS
398
Wedbush Securities
California
$682K -$260K -3,344 -28%
CIA
399
Cape Investment Advisory
Georgia
$662K +$150K +1,935 +31%
AC
400
AIFG Consultants
New York
$659K -$123K -1,584 -16%