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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 reducing their positions, and 34 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 funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
501
Quadcap Wealth Management
Texas
$370K
DCM
502
Donaldson Capital Management
Indiana
$365K
BCMLT
503
Beacon Capital Management LLC (Tennessee)
Tennessee
$364K
FCH
504
Freestone Capital Holdings
Washington
$356K
Neuberger Berman Group
505
Neuberger Berman Group
New York
$355K
FWP
506
Falcon Wealth Planning
California
$353K
BW
507
Balance Wealth
Ohio
$352K
BP
508
BCK Partners
New York
$350K
JBA
509
Johnson Bixby & Associates
Washington
$348K
HIP
510
HUB Investment Partners
Texas
$347K
MCWS
511
McKinley Carter Wealth Services
West Virginia
$346K
WCM
512
Washburn Capital Management
Florida
$344K
IA
513
IFP Advisors
Florida
$343K
LWMM
514
Legacy Wealth Management (Mississippi)
Mississippi
$343K
IAN
515
Integrated Advisors Network
Texas
$332K
BWP
516
Balboa Wealth Partners
Arizona
$330K
CWM
517
Core Wealth Management
Florida
$322K
GCM
518
Gambit Capital Management
Tennessee
$322K
OGF
519
Orin Green Financial
California
$321K
CIA
520
Capital Investment Advisors
Georgia
$319K
FHC
521
First Heartland Consultants
Missouri
$316K
JWCA
522
J.W. Cole Advisors
Florida
$315K
BFP
523
Brewster Financial Planning
New York
$315K
EA
524
Efficient Advisors
Ohio
$315K
CHAM
525
Clear Harbor Asset Management
Connecticut
$315K