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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
CIA
401
Cape Investment Advisory
Georgia
$767K
TIAA Trust, National Association
402
TIAA Trust, National Association
North Carolina
$742K
MWAM
403
Manhattan West Asset Management
California
$740K
BPW
404
BlueDoor Private Wealth
Massachusetts
$737K
CI
405
CacheTech Inc
Utah
$736K
SW
406
SlateStone Wealth
Florida
$726K
MWM
407
MBE Wealth Management
Wisconsin
$723K
SP
408
Stonebrook Private
Michigan
$720K
CWA
409
CogentBlue Wealth Advisors
Tennessee
$715K
BWMG
410
Barnes Wealth Management Group
California
$713K
BFG
411
Berger Financial Group
Minnesota
$712K
CA
412
CoreCap Advisors
Michigan
$707K
AT
413
Arlington Trust
Alabama
$696K
CWA
414
Crusonia Wealth Advisors
Colorado
$675K
SFM
415
Signet Financial Management
New Jersey
$675K
SFG
416
Strive Financial Group
Indiana
$672K
BMCM
417
Burns Matteson Capital Management
New York
$669K
RWM
418
Ritholtz Wealth Management
New York
$654K
FNBOO
419
First National Bank of Omaha
Nebraska
$651K
VWM
420
Vigilare Wealth Management
Arizona
$646K
SI
421
Stirlingshire Investments
New York
$638K
RH
422
RFG Holdings
Texas
$635K
GA
423
GSG Advisors
New Jersey
$633K
FIA
424
Foundations Investment Advisors
Arizona
$631K
JF
425
Jericho Financial
Ohio
$631K