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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
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
SWP
26
Stratos Wealth Partners
Ohio
$78.3M
RWM
27
RMG Wealth Management
Wisconsin
$74.4M
LPT
28
Legacy Private Trust
Wisconsin
$73.7M
W
29
Wealthquest
Ohio
$69.4M
MHR
30
Matthew Hamilton Rosenberg
$65.5M
VAMG
31
Voisard Asset Management Group
Michigan
$65.3M
FSG
32
Financial Strategies Group
Michigan
$62.8M
Cerity Partners
33
Cerity Partners
New York
$61.6M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$60.8M
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$60.5M
SFP
36
Shepherd Financial Partners
Massachusetts
$59.4M
WFS
37
Weitzel Financial Services
Iowa
$55.5M
Raymond James Financial
38
Raymond James Financial
Florida
$53M
ACM
39
Advisors Capital Management
New Jersey
$51.9M
AQR Capital Management
40
AQR Capital Management
Connecticut
$51.6M
WAS
41
Winch Advisory Services
Wisconsin
$49.2M
SF
42
Symphony Financial
Texas
$49.2M
WCAMG
43
Woodard & Company Asset Management Group
North Carolina
$48.4M
BOSSRA
44
B.O.S.S. Retirement Advisors
Utah
$46.6M
JIP
45
Jaffetilchin Investment Partners
Florida
$43.5M
BFA
46
Blueprint Financial Advisors
North Carolina
$43.3M
AWA
47
Aquire Wealth Advisors
Utah
$42.7M
GAG
48
GM Advisory Group
New York
$39.4M
WAG
49
Winthrop Advisory Group
Massachusetts
$37.6M
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$36.7M