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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
GWS
426
Glassman Wealth Services
Virginia
$519K
HIP
427
HUB Investment Partners
Texas
$513K +$118K +1,517 +31%
Janney Montgomery Scott
428
Janney Montgomery Scott
Pennsylvania
$505K -$302K -3,892 -38%
BJL
429
Brighton Jones LLC
Washington
$505K -$17.2K -221 -3%
CA
430
Crumly & Associates
Illinois
$499K -$67K -862 -12%
VPWA
431
Vestia Personal Wealth Advisors
Indiana
$498K +$1.01K +13 +0.2%
GF
432
Goodman Financial
Texas
$496K +$63.3K +814 +15%
RFN
433
RDA Financial Network
Iowa
$492K -$777 -10 -0.2%
KLI
434
Kelman-Lazarov Inc
Tennessee
$491K -$6.06K -78 -1%
T. Rowe Price Associates
435
T. Rowe Price Associates
Maryland
$483K
FC
436
Fusion Capital
South Carolina
$478K -$24.2K -312 -5%
SFG
437
SNS Financial Group
Minnesota
$474K -$47K -605 -9%
HBS
438
Howard Bailey Securities
Indiana
$473K -$24.2K -311 -5%
IFPG
439
Intrepid Financial Planning Group
Indiana
$471K
FCM
440
Fourpath Capital Management
Oklahoma
$467K -$47.6K -612 -10%
FZCM
441
Flynn Zito Capital Management
New York
$467K -$15.1K -194 -3%
KWA
442
Kingswood Wealth Advisors
California
$464K
PWMG
443
Pinnacle Wealth Management Group
Michigan
$463K +$78 +1 +0%
KFGK
444
Keystone Financial Group (Kentucky)
Kentucky
$462K -$3.58K -46 -0.8%
HHRDM
445
H&H Retirement Design & Management
Nevada
$461K
JWCA
446
J.W. Cole Advisors
Florida
$450K +$466 +6 +0.1%
RW
447
Ridgeline Wealth
Arizona
$443K -$3.34K -43 -0.8%
TI
448
Truepoint Inc
Ohio
$443K
HWM
449
Howard Wealth Management
Connecticut
$443K -$14K -180 -3%
SWA
450
Sightline Wealth Advisors
Connecticut
$442K -$8.78K -113 -2%