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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
HF
501
HRT Financial
New York
$394K -$3.95M -48,287 -91%
WPC
502
Wedmont Private Capital
Pennsylvania
$391K
OWA
503
Outlook Wealth Advisors
Texas
$390K -$12K -147 -3%
TCM
504
Triumph Capital Management
Colorado
$389K -$899 -11 -0.2%
BFA
505
Beaumont Financial Advisors
Massachusetts
$389K +$1.06K +13 +0.3%
AWM
506
Adams Wealth Management
Utah
$385K -$53.4K -653 -12%
GCA
507
Gradient Capital Advisors
California
$381K -$7.93K -97 -2%
GHI
508
Gross & Hartman Investments
Pennsylvania
$380K +$377K +4,607 New
SF
509
Summit Financial
New Jersey
$376K +$373K +4,562 New
SWM
510
Sherman Wealth Management
Maryland
$374K +$371K +4,536 New
CIA
511
Concurrent Investment Advisors
Florida
$373K +$40.8K +499 +12%
BWS
512
Broadway Wealth Solutions
Texas
$372K -$7.93K -97 -2%
QWM
513
Quadcap Wealth Management
Texas
$370K -$2.62K -32 -0.7%
DCM
514
Donaldson Capital Management
Indiana
$365K
BCMLT
515
Beacon Capital Management LLC (Tennessee)
Tennessee
$364K -$56.4K -690 -14%
FCH
516
Freestone Capital Holdings
Washington
$356K
Neuberger Berman Group
517
Neuberger Berman Group
New York
$355K
FWP
518
Falcon Wealth Planning
California
$353K -$1.64K -20 -0.5%
BW
519
Balance Wealth
Ohio
$352K +$349K +4,268 New
BP
520
BCK Partners
New York
$350K -$60.2K -736 -15%
JBA
521
Johnson Bixby & Associates
Washington
$348K -$3.43K -42 -1%
HIP
522
HUB Investment Partners
Texas
$347K -$177K -2,161 -34%
MCWS
523
McKinley Carter Wealth Services
West Virginia
$346K -$29.5K -361 -8%
WCM
524
Washburn Capital Management
Florida
$344K
IA
525
IFP Advisors
Florida
$343K -$7.52K -92 -2%