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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
GW
451
Graetz Wealth
Michigan
$505K
KLI
452
Kelman-Lazarov Inc
Tennessee
$502K
RFN
453
RDA Financial Network
Iowa
$501K
T. Rowe Price Associates
454
T. Rowe Price Associates
Maryland
$494K
SFG
455
SNS Financial Group
Minnesota
$485K
IFPG
456
Intrepid Financial Planning Group
Indiana
$478K
PWMG
457
Pinnacle Wealth Management Group
Michigan
$475K
KFGK
458
Keystone Financial Group (Kentucky)
Kentucky
$473K
BCI
459
Brinker Capital Investments
Pennsylvania
$473K
HHRDM
460
H&H Retirement Design & Management
Nevada
$472K
FZCM
461
Flynn Zito Capital Management
New York
$471K
CRI
462
Colonial River Investments
Virginia
$469K
EWA
463
EverSource Wealth Advisors
Alabama
$466K
FC
464
Fusion Capital
South Carolina
$460K
RW
465
Ridgeline Wealth
Arizona
$455K
RCM
466
Raleigh Capital Management
North Carolina
$450K
MOS
467
MGO One Seven
Ohio
$450K
RPGK
468
Retirement Planning Group (Kansas)
Kansas
$449K
VF
469
Vawter Financial
Ohio
$448K
PWM
470
Partnership Wealth Management
Maryland
$447K
HGWM
471
Horst & Graben Wealth Management
Oregon
$444K
SWP
472
Stone Wealth Partners
Louisiana
$444K
HWM
473
Howard Wealth Management
Connecticut
$438K
HSWS
474
Higgins & Schmidt Wealth Strategies
Colorado
$435K
CCM
475
Crew Capital Management
Ohio
$435K