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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

661 hedge funds and large institutions have $7.38B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 271 reducing their positions, and 27 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 271

Holders
661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$72.2M
MHR
27
Matthew Hamilton Rosenberg
$62.5M
FSG
28
Financial Strategies Group
Michigan
$61.8M
VAMG
29
Voisard Asset Management Group
Michigan
$61.1M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$60M
SFP
31
Shepherd Financial Partners
Massachusetts
$58.5M
BWFA
32
Baltimore-Washington Financial Advisors
Maryland
$57.8M
Cerity Partners
33
Cerity Partners
New York
$56.5M
WCAMG
34
Woodard & Company Asset Management Group
North Carolina
$55.9M
WFS
35
Weitzel Financial Services
Iowa
$53.5M
Raymond James Financial
36
Raymond James Financial
Florida
$52.1M
BOSSRA
37
B.O.S.S. Retirement Advisors
Utah
$49.9M
SF
38
Symphony Financial
Texas
$49.2M
AQR Capital Management
39
AQR Capital Management
Connecticut
$48.4M
ACM
40
Advisors Capital Management
New Jersey
$48.3M
WAS
41
Winch Advisory Services
Wisconsin
$47.2M
AWA
42
Aquire Wealth Advisors
Utah
$43.2M
JIP
43
Jaffetilchin Investment Partners
Florida
$42.3M
WAG
44
Winthrop Advisory Group
Massachusetts
$38.1M
VA
45
VestGen Advisors
Illinois
$37.7M
BFA
46
Blueprint Financial Advisors
North Carolina
$37.6M
GAG
47
GM Advisory Group
New York
$34.6M
PAS
48
Park Avenue Securities
New York
$34.3M
TCFP
49
Treasure Coast Financial Planning
Florida
$33.7M
GWM
50
Geneos Wealth Management
Colorado
$33.6M