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

669 hedge funds and large institutions have $7.5B 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, 215 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
TCM
476
Triumph Capital Management
Colorado
$381K
GCA
477
Gradient Capital Advisors
California
$380K
BFA
478
Beaumont Financial Advisors
Massachusetts
$379K
WPC
479
Wedmont Private Capital
Pennsylvania
$379K
GWSG
480
GPS Wealth Strategies Group
Colorado
$378K
PCA
481
Prosperity Capital Advisors
Ohio
$378K
BWS
482
Broadway Wealth Solutions
Texas
$372K
RWM
483
Ritholtz Wealth Management
New York
$369K
MCWS
484
McKinley Carter Wealth Services
West Virginia
$367K
O3W
485
Omni 360 Wealth
New Jersey
$367K
QWM
486
Quadcap Wealth Management
Texas
$364K
RPGK
487
Retirement Planning Group (Kansas)
Kansas
$363K
DCM
488
Donaldson Capital Management
Indiana
$357K
Empower Advisory Group
489
Empower Advisory Group
Colorado
$352K
FCH
490
Freestone Capital Holdings
Washington
$348K
FWP
491
Falcon Wealth Planning
California
$347K
Neuberger Berman Group
492
Neuberger Berman Group
New York
$347K
JBA
493
Johnson Bixby & Associates
Washington
$344K
IA
494
IFP Advisors
Florida
$343K
WCM
495
Washburn Capital Management
Florida
$337K
IAN
496
Integrated Advisors Network
Texas
$334K
PFP
497
Paragon Financial Partners
California
$331K
CIA
498
Concurrent Investment Advisors
Florida
$324K
BWP
499
Balboa Wealth Partners
Arizona
$323K
LWMM
500
Legacy Wealth Management (Mississippi)
Mississippi
$320K