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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
MOS
451
MGO One Seven
Ohio
$440K -$189K -2,438 -31%
VF
452
Vawter Financial
Ohio
$438K +$422K +5,431 New
RCM
453
Raleigh Capital Management
North Carolina
$435K -$32.4K -417 -7%
HGWM
454
Horst & Graben Wealth Management
Oregon
$435K +$17.3K +222 +4%
HSWS
455
Higgins & Schmidt Wealth Strategies
Colorado
$429K -$48.2K -620 -10%
AWM
456
Adams Wealth Management
Utah
$429K -$44.5K -573 -10%
CA
457
Clearstead Advisors
Ohio
$429K +$32.7K +421 +9%
FWP
458
Firethorn Wealth Partners
Georgia
$425K -$21.3K -274 -5%
PWM
459
Partnership Wealth Management
Maryland
$425K +$4.97K +64 +1%
Fisher Asset Management
460
Fisher Asset Management
Washington
$424K +$17.5K +225 +4%
LFA
461
Laraway Financial Advisors
Minnesota
$422K +$111K +1,422 +37%
CCB
462
Country Club Bank
Missouri
$422K
AC
463
Attessa Capital
Arizona
$422K
CCM
464
Crew Capital Management
Ohio
$420K -$329K -4,229 -45%
SIM
465
Synergy Investment Management
Florida
$419K -$56.5K -727 -12%
GKWIM
466
Gerber Kawasaki Wealth & Investment Management
California
$416K +$8.94K +115 +2%
Kayne Anderson Rudnick Investment Management
467
Kayne Anderson Rudnick Investment Management
California
$412K
BCMLT
468
Beacon Capital Management LLC (Tennessee)
Tennessee
$412K +$6.14K +79 +2%
SSWG
469
Seven Springs Wealth Group
Tennessee
$411K +$396K +5,091 New
GIA
470
Gladstone Institutional Advisory
Florida
$408K -$101K -1,299 -20%
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$404K +$78 +1 +0%
AWA
472
ARQ Wealth Advisors
Arizona
$402K -$40.6K -522 -9%
DAS
473
Diversify Advisory Services
Utah
$402K +$54.5K +701 +17%
BP
474
BCK Partners
New York
$401K -$4.74K -61 -1%
JSW
475
Journey Strategic Wealth
New Jersey
$399K -$8.39K -108 -2%