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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
GWSG
476
GPS Wealth Strategies Group
Colorado
$378K
PCA
477
Prosperity Capital Advisors
Ohio
$378K
BWS
478
Broadway Wealth Solutions
Texas
$372K
RWM
479
Ritholtz Wealth Management
New York
$369K
MCWS
480
McKinley Carter Wealth Services
West Virginia
$367K
O3W
481
Omni 360 Wealth
New Jersey
$367K
QWM
482
Quadcap Wealth Management
Texas
$364K
RPGK
483
Retirement Planning Group (Kansas)
Kansas
$363K
DCM
484
Donaldson Capital Management
Indiana
$357K
Empower Advisory Group
485
Empower Advisory Group
Colorado
$352K
FCH
486
Freestone Capital Holdings
Washington
$348K
FWP
487
Falcon Wealth Planning
California
$347K
Neuberger Berman Group
488
Neuberger Berman Group
New York
$347K
JBA
489
Johnson Bixby & Associates
Washington
$344K
WCM
490
Washburn Capital Management
Florida
$337K
IAN
491
Integrated Advisors Network
Texas
$334K
PFP
492
Paragon Financial Partners
California
$331K
CIA
493
Concurrent Investment Advisors
Florida
$324K
BWP
494
Balboa Wealth Partners
Arizona
$323K
LWMM
495
Legacy Wealth Management (Mississippi)
Mississippi
$320K
OGF
496
Orin Green Financial
California
$314K
TWP
497
Total Wealth Planning
Ohio
$313K
LAS
498
Lloyd Advisory Services
Georgia
$311K
FHC
499
First Heartland Consultants
Missouri
$309K
TFM
500
Trademark Financial Management
Minnesota
$309K