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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
CIA
501
Concurrent Investment Advisors
Florida
$324K -$29.9K -385 -9%
BWP
502
Balboa Wealth Partners
Arizona
$323K
LWMM
503
Legacy Wealth Management (Mississippi)
Mississippi
$320K
OGF
504
Orin Green Financial
California
$314K -$20.1K -259 -6%
TWP
505
Total Wealth Planning
Ohio
$313K +$301K +3,879 New
LAS
506
Lloyd Advisory Services
Georgia
$311K -$115K -1,483 -28%
FHC
507
First Heartland Consultants
Missouri
$309K -$38.2K -492 -11%
TFM
508
Trademark Financial Management
Minnesota
$309K +$15.8K +203 +6%
BFP
509
Brewster Financial Planning
New York
$308K
CHAM
510
Clear Harbor Asset Management
Connecticut
$308K
KAS
511
KPP Advisory Services
Kentucky
$304K +$5.59K +72 +2%
FWM
512
Focused Wealth Management
New York
$301K -$15.4K -198 -5%
WEG
513
World Equity Group
Illinois
$300K -$29.2K -376 -9%
CI
514
CX Institutional
Indiana
$300K +$108K +1,387 +59%
FFWM
515
Future Financial Wealth Management
Ohio
$297K
EWA
516
Emergent Wealth Advisors
New York
$293K +$69.8K +898 +33%
BCI
517
Brinker Capital Investments
Pennsylvania
$293K +$10.1K +130 +4%
KG
518
Kilter Group
New York
$292K +$281K +3,621 New
OWA
519
One Wealth Advisors
California
$290K
FWM
520
Fortress Wealth Management
California
$290K
IDA
521
Intelligence Driven Advisers
California
$289K +$279K +3,586 New
FMI
522
F/M Investments
District of Columbia
$289K -$114K -1,469 -29%
RPSA
523
Richard P. Slaughter Associates
Texas
$286K -$48.6K -625 -15%
BIG
524
Brooklyn Investment Group
New York
$285K
KIM
525
Kestra Investment Management
Texas
$284K +$7.85K +101 +3%