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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
IFPG
451
Intrepid Financial Planning Group
Indiana
$478K
PWMG
452
Pinnacle Wealth Management Group
Michigan
$475K
KFGK
453
Keystone Financial Group (Kentucky)
Kentucky
$473K
BCI
454
Brinker Capital Investments
Pennsylvania
$473K
HHRDM
455
H&H Retirement Design & Management
Nevada
$472K
FZCM
456
Flynn Zito Capital Management
New York
$471K
CRI
457
Colonial River Investments
Virginia
$469K
EWA
458
EverSource Wealth Advisors
Alabama
$466K
FC
459
Fusion Capital
South Carolina
$460K
RW
460
Ridgeline Wealth
Arizona
$455K
RCM
461
Raleigh Capital Management
North Carolina
$450K
MOS
462
MGO One Seven
Ohio
$450K
RPGK
463
Retirement Planning Group (Kansas)
Kansas
$449K
VF
464
Vawter Financial
Ohio
$448K
PWM
465
Partnership Wealth Management
Maryland
$447K
HGWM
466
Horst & Graben Wealth Management
Oregon
$444K
SWP
467
Stone Wealth Partners
Louisiana
$444K
HWM
468
Howard Wealth Management
Connecticut
$438K
HSWS
469
Higgins & Schmidt Wealth Strategies
Colorado
$435K
CCM
470
Crew Capital Management
Ohio
$435K
FWP
471
Firethorn Wealth Partners
Georgia
$432K
SIM
472
Synergy Investment Management
Florida
$429K
GKWIM
473
Gerber Kawasaki Wealth & Investment Management
California
$428K
AC
474
Attessa Capital
Arizona
$427K
FCM
475
Fourpath Capital Management
Oklahoma
$425K