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

741 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 733741 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
741
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.13%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$70M -$561K -6,787 -0.8%
W
27
Wealthquest
Ohio
$68.1M +$1.62M +19,637 +2%
FSG
28
Financial Strategies Group
Michigan
$67.4M +$2.28M +27,569 +4%
VAMG
29
Voisard Asset Management Group
Michigan
$66.4M +$4.05M +49,068 +6%
MHR
30
Matthew Hamilton Rosenberg
$65.3M +$2.6M +31,471 +4%
BIP
31
Blueprint Investment Partners
North Carolina
$59.9M -$23.8M -288,689 -28%
Raymond James Financial
32
Raymond James Financial
Florida
$59.5M +$9.01M +109,131 +17%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$59.4M +$1.48M +17,936 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$59.3M +$1.07M +12,912 +2%
SFP
35
Shepherd Financial Partners
Massachusetts
$59M +$2.16M +26,181 +4%
Cerity Partners
36
Cerity Partners
New York
$58.7M -$281K -3,401 -0.5%
BOSSRA
37
B.O.S.S. Retirement Advisors
Utah
$55.9M +$11.7M +142,205 +25%
HNB
38
Huntington National Bank
Ohio
$54.6M
WFS
39
Weitzel Financial Services
Iowa
$54M +$637K +7,707 +1%
ACM
40
Advisors Capital Management
New Jersey
$51.3M +$1.64M +19,834 +3%
AQR Capital Management
41
AQR Capital Management
Connecticut
$50.5M +$1.14M +13,831 +2%
WAS
42
Winch Advisory Services
Wisconsin
$47.1M -$91.5K -1,108 -0.2%
CL
43
CVFG LLC
Indiana
$46.2M +$48.2M +584,153 New
SWP
44
Stratos Wealth Partners
Ohio
$44.5M -$31.9M -386,620 -41%
AWA
45
Aquire Wealth Advisors
Utah
$38.4M -$2.59M -31,397 -6%
GAG
46
GM Advisory Group
New York
$38.1M +$367K +4,438 +0.9%
SF
47
Symphony Financial
Texas
$37.5M -$9.13M -110,538 -19%
EH
48
Equitable Holdings
New York
$37.1M +$4.88M +59,141 +15%
GWM
49
Geneos Wealth Management
Colorado
$36.8M +$1.82M +22,041 +5%
WAG
50
Winthrop Advisory Group
Massachusetts
$36.7M +$728K +8,817 +2%