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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
LWMM
501
Legacy Wealth Management (Mississippi)
Mississippi
$320K
OGF
502
Orin Green Financial
California
$314K
TWP
503
Total Wealth Planning
Ohio
$313K
LAS
504
Lloyd Advisory Services
Georgia
$311K
FHC
505
First Heartland Consultants
Missouri
$309K
TFM
506
Trademark Financial Management
Minnesota
$309K
BFP
507
Brewster Financial Planning
New York
$308K
CHAM
508
Clear Harbor Asset Management
Connecticut
$308K
KAS
509
KPP Advisory Services
Kentucky
$304K
FWM
510
Focused Wealth Management
New York
$301K
WEG
511
World Equity Group
Illinois
$300K
CI
512
CX Institutional
Indiana
$300K
FFWM
513
Future Financial Wealth Management
Ohio
$297K
EWA
514
Emergent Wealth Advisors
New York
$293K
BCI
515
Brinker Capital Investments
Pennsylvania
$293K
KG
516
Kilter Group
New York
$292K
OWA
517
One Wealth Advisors
California
$290K
FWM
518
Fortress Wealth Management
California
$290K
IDA
519
Intelligence Driven Advisers
California
$289K
FMI
520
F/M Investments
District of Columbia
$289K
RPSA
521
Richard P. Slaughter Associates
Texas
$286K
BIG
522
Brooklyn Investment Group
New York
$285K
KIM
523
Kestra Investment Management
Texas
$284K
HSG
524
Helen Stephens Group
Texas
$283K
RFG
525
Range Financial Group
Oregon
$283K