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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
DAS
501
Diversify Advisory Services
Utah
$324K
FHC
502
First Heartland Consultants
Missouri
$324K
O3W
503
Omni 360 Wealth
New Jersey
$321K
JBA
504
Johnson Bixby & Associates
Washington
$319K
WCM
505
Washburn Capital Management
Florida
$313K
RPSA
506
Richard P. Slaughter Associates
Texas
$312K
OGF
507
Orin Green Financial
California
$311K
WEG
508
World Equity Group
Illinois
$307K
PFP
509
Paragon Financial Partners
California
$307K
BWP
510
Balboa Wealth Partners
Arizona
$300K
LWMM
511
Legacy Wealth Management (Mississippi)
Mississippi
$297K
FWM
512
Focused Wealth Management
New York
$294K
RFG
513
Range Financial Group
Oregon
$288K
BIG
514
Brooklyn Investment Group
New York
$287K
BFP
515
Brewster Financial Planning
New York
$286K
CHAM
516
Clear Harbor Asset Management
Connecticut
$286K
LFA
517
Laraway Financial Advisors
Minnesota
$286K
KAS
518
KPP Advisory Services
Kentucky
$277K
FFWM
519
Future Financial Wealth Management
Ohio
$276K
TFM
520
Trademark Financial Management
Minnesota
$271K
SGCA
521
Steel Grove Capital Advisors
Tennessee
$270K
OWA
522
One Wealth Advisors
California
$269K
FWM
523
Fortress Wealth Management
California
$269K
HSG
524
Helen Stephens Group
Texas
$262K
BCI
525
Brinker Capital Investments
Pennsylvania
$262K