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

665 hedge funds and large institutions have $7.46B 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, 214 increasing their positions, 273 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: 214 | Existing positions reduced: 273

Holders
665
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
LPT
26
Legacy Private Trust
Wisconsin
$72.4M
Bank of America
27
Bank of America
North Carolina
$72.2M
MHR
28
Matthew Hamilton Rosenberg
$62.5M
FSG
29
Financial Strategies Group
Michigan
$61.8M
VAMG
30
Voisard Asset Management Group
Michigan
$61.1M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$60M
SFP
32
Shepherd Financial Partners
Massachusetts
$58.5M
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$57.8M
Cerity Partners
34
Cerity Partners
New York
$56.5M
WCAMG
35
Woodard & Company Asset Management Group
North Carolina
$55.9M
WFS
36
Weitzel Financial Services
Iowa
$53.5M
Raymond James Financial
37
Raymond James Financial
Florida
$52.1M
BOSSRA
38
B.O.S.S. Retirement Advisors
Utah
$49.9M
SF
39
Symphony Financial
Texas
$49.2M
AQR Capital Management
40
AQR Capital Management
Connecticut
$48.4M
ACM
41
Advisors Capital Management
New Jersey
$48.3M
WAS
42
Winch Advisory Services
Wisconsin
$47.2M
AWA
43
Aquire Wealth Advisors
Utah
$43.2M
JIP
44
Jaffetilchin Investment Partners
Florida
$42.3M
WAG
45
Winthrop Advisory Group
Massachusetts
$38.1M
VA
46
VestGen Advisors
Illinois
$37.7M
BFA
47
Blueprint Financial Advisors
North Carolina
$37.6M
GAG
48
GM Advisory Group
New York
$34.6M
PAS
49
Park Avenue Securities
New York
$34.3M
TCFP
50
Treasure Coast Financial Planning
Florida
$33.7M