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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Partnership Wealth Management
Maryland
$447K +$12.8K +157 +3%
HGWM
477
Horst & Graben Wealth Management
Oregon
$444K -$899 -11 -0.2%
SWP
478
Stone Wealth Partners
Louisiana
$444K +$440K +5,378 New
HWM
479
Howard Wealth Management
Connecticut
$438K -$15K -184 -3%
HSWS
480
Higgins & Schmidt Wealth Strategies
Colorado
$435K -$3.52K -43 -0.8%
CCM
481
Crew Capital Management
Ohio
$435K +$5.89K +72 +1%
FWP
482
Firethorn Wealth Partners
Georgia
$432K -$3.27K -40 -0.8%
SIM
483
Synergy Investment Management
Florida
$429K +$245 +3 +0.1%
GKWIM
484
Gerber Kawasaki Wealth & Investment Management
California
$428K +$2.21K +27 +0.5%
AC
485
Attessa Capital
Arizona
$427K -$4.09K -50 -1%
FCM
486
Fourpath Capital Management
Oklahoma
$425K -$52.3K -640 -11%
WA
487
Waystone Advisors
Washington
$425K +$421K +5,146 New
Kayne Anderson Rudnick Investment Management
488
Kayne Anderson Rudnick Investment Management
California
$421K
SSWG
489
Seven Springs Wealth Group
Tennessee
$420K
RWM
490
Rockwood Wealth Management
Pennsylvania
$415K -$144K -1,766 -26%
LAS
491
Lloyd Advisory Services
Georgia
$415K +$95.8K +1,171 +30%
Invesco
492
Invesco
Georgia
$413K +$409K +5,000 New
AWA
493
ARQ Wealth Advisors
Arizona
$409K -$2.21K -27 -0.5%
PRTG
494
Post Resch Tallon Group
New York
$405K +$3.68K +45 +0.9%
DAS
495
Diversify Advisory Services
Utah
$403K -$5.97K -73 -2%
HBS
496
Howard Bailey Securities
Indiana
$401K -$81.9K -1,001 -17%
JSW
497
Journey Strategic Wealth
New Jersey
$401K -$6.95K -85 -2%
WBCM
498
Wilson & Boucher Capital Management
California
$396K
EF
499
Empowered Funds
Pennsylvania
$396K +$392K +4,796 New
TFM
500
Trademark Financial Management
Minnesota
$396K +$79.2K +968 +25%