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

735 hedge funds and large institutions have $8.01B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 270 increasing their positions, 254 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
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
$5.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Rockwood Wealth Management
Pennsylvania
$391K
TFM
502
Trademark Financial Management
Minnesota
$386K
HGWM
503
Horst & Graben Wealth Management
Oregon
$386K
JSW
504
Journey Strategic Wealth
New Jersey
$383K
WBCM
505
Wilson & Boucher Capital Management
California
$379K
TCM
506
Triumph Capital Management
Colorado
$373K
FC
507
Fusion Capital
South Carolina
$372K
UW
508
Unique Wealth
Florida
$371K
BCI
509
Brinker Capital Investments
Pennsylvania
$367K
CRI
510
Colonial River Investments
Virginia
$365K
BAM
511
Belpointe Asset Management
Nevada
$365K
GCA
512
Gradient Capital Advisors
California
$365K
PRTG
513
Post Resch Tallon Group
New York
$365K
GHI
514
Gross & Hartman Investments
Pennsylvania
$364K
CAGAS
515
Capital Advisory Group Advisory Services
Minnesota
$363K
SIM
516
Synergy Investment Management
Florida
$355K
SWM
517
Sherman Wealth Management
Maryland
$354K
MWM
518
Meridian Wealth Management
Kentucky
$354K
BP
519
BCK Partners
New York
$353K
FWP
520
Falcon Wealth Planning
California
$352K
AC
521
Attessa Capital
Arizona
$350K
BCMLT
522
Beacon Capital Management LLC (Tennessee)
Tennessee
$348K
NWWA
523
New Wave Wealth Advisors
Arkansas
$336K
JBA
524
Johnson Bixby & Associates
Washington
$334K
MCWS
525
McKinley Carter Wealth Services
West Virginia
$331K