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

670 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: 62.61%63.72% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
670
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
WBCM
476
Wilson & Boucher Capital Management
California
$387K
TCM
477
Triumph Capital Management
Colorado
$381K
GCA
478
Gradient Capital Advisors
California
$380K
BFA
479
Beaumont Financial Advisors
Massachusetts
$379K
WPC
480
Wedmont Private Capital
Pennsylvania
$379K
GWSG
481
GPS Wealth Strategies Group
Colorado
$378K
PCA
482
Prosperity Capital Advisors
Ohio
$378K
BWS
483
Broadway Wealth Solutions
Texas
$372K
RWM
484
Ritholtz Wealth Management
New York
$369K
MCWS
485
McKinley Carter Wealth Services
West Virginia
$367K
O3W
486
Omni 360 Wealth
New Jersey
$367K
QWM
487
Quadcap Wealth Management
Texas
$364K
RPGK
488
Retirement Planning Group (Kansas)
Kansas
$363K
DCM
489
Donaldson Capital Management
Indiana
$357K
Empower Advisory Group
490
Empower Advisory Group
Colorado
$352K
FCH
491
Freestone Capital Holdings
Washington
$348K
FWP
492
Falcon Wealth Planning
California
$347K
Neuberger Berman Group
493
Neuberger Berman Group
New York
$347K
JBA
494
Johnson Bixby & Associates
Washington
$344K
IA
495
IFP Advisors
Florida
$343K
WCM
496
Washburn Capital Management
Florida
$337K
IAN
497
Integrated Advisors Network
Texas
$334K
PFP
498
Paragon Financial Partners
California
$331K
CIA
499
Concurrent Investment Advisors
Florida
$324K
BWP
500
Balboa Wealth Partners
Arizona
$323K