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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
OGF
501
Orin Green Financial
California
$314K
TWP
502
Total Wealth Planning
Ohio
$313K
LAS
503
Lloyd Advisory Services
Georgia
$311K
FHC
504
First Heartland Consultants
Missouri
$309K
TFM
505
Trademark Financial Management
Minnesota
$309K
BFP
506
Brewster Financial Planning
New York
$308K
CHAM
507
Clear Harbor Asset Management
Connecticut
$308K
KAS
508
KPP Advisory Services
Kentucky
$304K
FWM
509
Focused Wealth Management
New York
$301K
WEG
510
World Equity Group
Illinois
$300K
CI
511
CX Institutional
Indiana
$300K
FFWM
512
Future Financial Wealth Management
Ohio
$297K
EWA
513
Emergent Wealth Advisors
New York
$293K
BCI
514
Brinker Capital Investments
Pennsylvania
$293K
KG
515
Kilter Group
New York
$292K
OWA
516
One Wealth Advisors
California
$290K
FWM
517
Fortress Wealth Management
California
$290K
IDA
518
Intelligence Driven Advisers
California
$289K
FMI
519
F/M Investments
District of Columbia
$289K
RPSA
520
Richard P. Slaughter Associates
Texas
$286K
BIG
521
Brooklyn Investment Group
New York
$285K
KIM
522
Kestra Investment Management
Texas
$284K
HSG
523
Helen Stephens Group
Texas
$283K
RFG
524
Range Financial Group
Oregon
$283K
PVI
525
Pine Valley Investments
New Jersey
$283K