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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
GCA
501
Gradient Capital Advisors
California
$381K
SF
502
Summit Financial
New Jersey
$376K
SWM
503
Sherman Wealth Management
Maryland
$374K
CIA
504
Concurrent Investment Advisors
Florida
$373K
BWS
505
Broadway Wealth Solutions
Texas
$372K
QWM
506
Quadcap Wealth Management
Texas
$370K
DCM
507
Donaldson Capital Management
Indiana
$365K
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$364K
FCH
509
Freestone Capital Holdings
Washington
$356K
Neuberger Berman Group
510
Neuberger Berman Group
New York
$355K
FWP
511
Falcon Wealth Planning
California
$353K
BW
512
Balance Wealth
Ohio
$352K
BP
513
BCK Partners
New York
$350K
JBA
514
Johnson Bixby & Associates
Washington
$348K
HIP
515
HUB Investment Partners
Texas
$347K
MCWS
516
McKinley Carter Wealth Services
West Virginia
$346K
WCM
517
Washburn Capital Management
Florida
$344K
IA
518
IFP Advisors
Florida
$343K
LWMM
519
Legacy Wealth Management (Mississippi)
Mississippi
$343K
IAN
520
Integrated Advisors Network
Texas
$332K
BWP
521
Balboa Wealth Partners
Arizona
$330K
CWM
522
Core Wealth Management
Florida
$322K
GCM
523
Gambit Capital Management
Tennessee
$322K
OGF
524
Orin Green Financial
California
$321K
CIA
525
Capital Investment Advisors
Georgia
$319K