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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
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
SW
401
SlateStone Wealth
Florida
$726K
MWM
402
MBE Wealth Management
Wisconsin
$723K
SP
403
Stonebrook Private
Michigan
$720K
CWA
404
CogentBlue Wealth Advisors
Tennessee
$715K
BWMG
405
Barnes Wealth Management Group
California
$713K
BFG
406
Berger Financial Group
Minnesota
$712K
CA
407
CoreCap Advisors
Michigan
$707K
AT
408
Arlington Trust
Alabama
$696K
CWA
409
Crusonia Wealth Advisors
Colorado
$675K
SFM
410
Signet Financial Management
New Jersey
$675K
SFG
411
Strive Financial Group
Indiana
$672K
BMCM
412
Burns Matteson Capital Management
New York
$669K
RWM
413
Ritholtz Wealth Management
New York
$654K
FNBOO
414
First National Bank of Omaha
Nebraska
$651K
VWM
415
Vigilare Wealth Management
Arizona
$646K
SI
416
Stirlingshire Investments
New York
$638K
RH
417
RFG Holdings
Texas
$635K
GA
418
GSG Advisors
New Jersey
$633K
FIA
419
Foundations Investment Advisors
Arizona
$631K
JF
420
Jericho Financial
Ohio
$631K
WWP
421
Wise Wealth Partners
Arizona
$627K
MIM
422
Moseley Investment Management
Florida
$624K
Comerica Bank
423
Comerica Bank
Texas
$613K
DWP
424
Destiny Wealth Partners
Florida
$612K
CL
425
Choreo LLC
Illinois
$608K