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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
401
Independent Wealth Network
Iowa
$792K +$2.29K +28 +0.3%
AWA
402
Arkadios Wealth Advisors
Georgia
$791K
AFA
403
Amicus Financial Advisors
Texas
$791K +$784K +9,582 New
PNC Financial Services Group
404
PNC Financial Services Group
Pennsylvania
$789K -$11.4K -140 -1%
STA
405
Summit Trail Advisors
New York
$781K +$33.3K +407 +4%
CFAM
406
Center For Asset Management
Florida
$777K -$70.3K -860 -8%
CIA
407
Cape Investment Advisory
Georgia
$767K +$89.9K +1,099 +13%
TIAA Trust, National Association
408
TIAA Trust, National Association
North Carolina
$742K +$83.5K +1,021 +13%
MWAM
409
Manhattan West Asset Management
California
$740K -$17.3K -212 -2%
BPW
410
BlueDoor Private Wealth
Massachusetts
$737K +$731K +8,937 New
CI
411
CacheTech Inc
Utah
$736K -$53.4K -653 -7%
SW
412
SlateStone Wealth
Florida
$726K
MWM
413
MBE Wealth Management
Wisconsin
$723K -$62.6K -766 -8%
SP
414
Stonebrook Private
Michigan
$720K +$572 +7 +0.1%
CWA
415
CogentBlue Wealth Advisors
Tennessee
$715K
BWMG
416
Barnes Wealth Management Group
California
$713K +$2.7K +33 +0.4%
BFG
417
Berger Financial Group
Minnesota
$712K -$8.75K -107 -1%
CA
418
CoreCap Advisors
Michigan
$707K -$13.2K -162 -2%
AT
419
Arlington Trust
Alabama
$696K -$159K -1,950 -19%
CWA
420
Crusonia Wealth Advisors
Colorado
$675K +$669K +8,187 New
SFM
421
Signet Financial Management
New Jersey
$675K -$78.7K -962 -11%
SFG
422
Strive Financial Group
Indiana
$672K +$666K +8,150 New
BMCM
423
Burns Matteson Capital Management
New York
$669K -$68.2K -834 -9%
RWM
424
Ritholtz Wealth Management
New York
$654K +$275K +3,359 +73%
FNBOO
425
First National Bank of Omaha
Nebraska
$651K +$430K +5,256 +202%