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

672 hedge funds and large institutions have $7.51B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
476
Outlook Wealth Advisors
Texas
$393K -$13.4K -173 -3%
PRTG
477
Post Resch Tallon Group
New York
$392K -$777 -10 -0.2%
WBCM
478
Wilson & Boucher Capital Management
California
$387K
TCM
479
Triumph Capital Management
Colorado
$381K -$6.45K -83 -2%
GCA
480
Gradient Capital Advisors
California
$380K
BFA
481
Beaumont Financial Advisors
Massachusetts
$379K
WPC
482
Wedmont Private Capital
Pennsylvania
$379K
GWSG
483
GPS Wealth Strategies Group
Colorado
$378K -$8.94K -115 -2%
PCA
484
Prosperity Capital Advisors
Ohio
$378K -$3.89K -50 -1%
BWS
485
Broadway Wealth Solutions
Texas
$372K +$8.16K +105 +2%
RWM
486
Ritholtz Wealth Management
New York
$369K -$372K -4,782 -51%
MCWS
487
McKinley Carter Wealth Services
West Virginia
$367K -$3.26K -42 -0.9%
O3W
488
Omni 360 Wealth
New Jersey
$367K +$19.7K +254 +6%
QWM
489
Quadcap Wealth Management
Texas
$364K -$23.6K -304 -6%
RPGK
490
Retirement Planning Group (Kansas)
Kansas
$363K +$1.48K +19 +0.4%
DCM
491
Donaldson Capital Management
Indiana
$357K
Empower Advisory Group
492
Empower Advisory Group
Colorado
$352K
FCH
493
Freestone Capital Holdings
Washington
$348K -$75.8K -975 -18%
FWP
494
Falcon Wealth Planning
California
$347K -$43.6K -561 -12%
Neuberger Berman Group
495
Neuberger Berman Group
New York
$347K +$334K +4,304 New
JBA
496
Johnson Bixby & Associates
Washington
$344K
IA
497
IFP Advisors
Florida
$343K -$13.1K -169 -4%
WCM
498
Washburn Capital Management
Florida
$337K
IAN
499
Integrated Advisors Network
Texas
$334K +$322K +4,144 New
PFP
500
Paragon Financial Partners
California
$331K +$699 +9 +0.2%