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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
LFA
451
Laraway Financial Advisors
Minnesota
$521K +$88.1K +1,077 +21%
Bank of New York Mellon
452
Bank of New York Mellon
New York
$517K -$122K -1,493 -19%
GF
453
Goodman Financial
Texas
$514K +$6.62K +81 +1%
WWM
454
Wiser Wealth Management
Georgia
$512K -$46.4K -568 -8%
CA
455
Crumly & Associates
Illinois
$510K
VPWA
456
Vestia Personal Wealth Advisors
Indiana
$509K -$5.97K -73 -1%
GW
457
Graetz Wealth
Michigan
$505K +$500K +6,116 New
KLI
458
Kelman-Lazarov Inc
Tennessee
$502K +$245 +3 +0%
RFN
459
RDA Financial Network
Iowa
$501K -$2.62K -32 -0.5%
T. Rowe Price Associates
460
T. Rowe Price Associates
Maryland
$494K
SFG
461
SNS Financial Group
Minnesota
$485K
IFPG
462
Intrepid Financial Planning Group
Indiana
$478K -$4.17K -51 -0.9%
PWMG
463
Pinnacle Wealth Management Group
Michigan
$475K +$491 +6 +0.1%
KFGK
464
Keystone Financial Group (Kentucky)
Kentucky
$473K +$245 +3 +0.1%
BCI
465
Brinker Capital Investments
Pennsylvania
$473K +$172K +2,105 +58%
HHRDM
466
H&H Retirement Design & Management
Nevada
$472K
FZCM
467
Flynn Zito Capital Management
New York
$471K -$6.46K -79 -1%
CRI
468
Colonial River Investments
Virginia
$469K -$143K -1,743 -23%
EWA
469
EverSource Wealth Advisors
Alabama
$466K -$120K -1,469 -21%
FC
470
Fusion Capital
South Carolina
$460K -$18.1K -221 -4%
RW
471
Ridgeline Wealth
Arizona
$455K +$1.64K +20 +0.4%
RCM
472
Raleigh Capital Management
North Carolina
$450K +$4.82K +59 +1%
MOS
473
MGO One Seven
Ohio
$450K
RPGK
474
Retirement Planning Group (Kansas)
Kansas
$449K +$77.2K +944 +21%
VF
475
Vawter Financial
Ohio
$448K