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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
TIAA Trust, National Association
401
TIAA Trust, National Association
North Carolina
$643K -$17.3K -222 -3%
DWP
402
Destiny Wealth Partners
Florida
$628K -$3.58K -46 -0.6%
Bank of New York Mellon
403
Bank of New York Mellon
New York
$626K -$127K -1,636 -17%
RH
404
RFG Holdings
Texas
$621K
MIM
405
Moseley Investment Management
Florida
$619K +$9.71K +125 +2%
GA
406
GSG Advisors
New Jersey
$619K +$1.71K +22 +0.3%
SWA
407
Stratos Wealth Advisors
Ohio
$617K -$22.5K -290 -4%
WWP
408
Wise Wealth Partners
Arizona
$613K +$155 +2 +0%
VWM
409
Vigilare Wealth Management
Arizona
$612K +$56.6K +728 +11%
Comerica Bank
410
Comerica Bank
Texas
$603K -$3.73K -48 -0.6%
CRI
411
Colonial River Investments
Virginia
$599K -$28.5K -367 -5%
CL
412
Choreo LLC
Illinois
$590K -$50.8K -654 -8%
EWA
413
EverSource Wealth Advisors
Alabama
$574K -$244K -3,144 -31%
MWM
414
Mission Wealth Management
California
$568K +$233 +3 +0%
Franklin Resources
415
Franklin Resources
California
$563K -$425K -5,471 -44%
SWM
416
SpringVest Wealth Management
Texas
$560K
RWM
417
Rockwood Wealth Management
Pennsylvania
$548K -$14.1K -182 -3%
WWM
418
Wiser Wealth Management
Georgia
$546K -$53K -682 -9%
PG
419
Patten Group
Tennessee
$531K -$4.82K -62 -0.9%
PCIA
420
Prime Capital Investment Advisors
Kansas
$531K +$3.19K +41 +0.6%
VIM
421
Vista Investment Management
Pennsylvania
$530K -$1.63K -21 -0.3%
PPW
422
Pasadena Private Wealth
California
$526K
SPC
423
Sigma Planning Corp
Michigan
$524K -$20K -257 -4%
CGF
424
Constant Guidance Financial
Massachusetts
$524K +$504K +6,492 New
SP
425
Successful Portfolios
Florida
$519K -$7.62K -98 -2%