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

665 hedge funds and large institutions have $7.46B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 273

Holders
665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
TWP
501
Total Wealth Planning
Ohio
$313K
LAS
502
Lloyd Advisory Services
Georgia
$311K
FHC
503
First Heartland Consultants
Missouri
$309K
TFM
504
Trademark Financial Management
Minnesota
$309K
BFP
505
Brewster Financial Planning
New York
$308K
CHAM
506
Clear Harbor Asset Management
Connecticut
$308K
KAS
507
KPP Advisory Services
Kentucky
$304K
FWM
508
Focused Wealth Management
New York
$301K
WEG
509
World Equity Group
Illinois
$300K
CI
510
CX Institutional
Indiana
$300K
FFWM
511
Future Financial Wealth Management
Ohio
$297K
EWA
512
Emergent Wealth Advisors
New York
$293K
BCI
513
Brinker Capital Investments
Pennsylvania
$293K
OWA
514
One Wealth Advisors
California
$290K
FWM
515
Fortress Wealth Management
California
$290K
IDA
516
Intelligence Driven Advisers
California
$289K
FMI
517
F/M Investments
District of Columbia
$289K
RPSA
518
Richard P. Slaughter Associates
Texas
$286K
BIG
519
Brooklyn Investment Group
New York
$285K
KIM
520
Kestra Investment Management
Texas
$284K
HSG
521
Helen Stephens Group
Texas
$283K
RFG
522
Range Financial Group
Oregon
$283K
SAS
523
SMI Advisory Services
Indiana
$279K
MWM
524
McNaughton Wealth Management
California
$277K
CFS
525
CRA Financial Services
New Jersey
$277K