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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
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
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$375K
AWA
477
ARQ Wealth Advisors
Arizona
$375K
FCMA
478
Foresight Capital Management Advisors
Michigan
$367K
CA
479
Clearstead Advisors
Ohio
$367K
PRTG
480
Post Resch Tallon Group
New York
$365K
FWP
481
Falcon Wealth Planning
California
$364K
HIP
482
HUB Investment Partners
Texas
$363K
QWM
483
Quadcap Wealth Management
Texas
$361K
TCM
484
Triumph Capital Management
Colorado
$360K
GWSG
485
GPS Wealth Strategies Group
Colorado
$360K
WBCM
486
Wilson & Boucher Capital Management
California
$359K
PCA
487
Prosperity Capital Advisors
Ohio
$355K
WPC
488
Wedmont Private Capital
Pennsylvania
$354K
GCA
489
Gradient Capital Advisors
California
$353K
BFA
490
Beaumont Financial Advisors
Massachusetts
$352K
TA
491
TFG Advisers
Michigan
$350K
CIA
492
Capital Investment Advisors
Georgia
$346K
MCWS
493
McKinley Carter Wealth Services
West Virginia
$344K
BWS
494
Broadway Wealth Solutions
Texas
$337K
RPGK
495
Retirement Planning Group (Kansas)
Kansas
$336K
WWM
496
WJ Wealth Management
Arizona
$333K
DCM
497
Donaldson Capital Management
Indiana
$331K
IA
498
IFP Advisors
Florida
$331K
CIA
499
Concurrent Investment Advisors
Florida
$330K
Empower Advisory Group
500
Empower Advisory Group
Colorado
$327K