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

669 hedge funds and large institutions have $7.5B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 215 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
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
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
526
SMI Advisory Services
Indiana
$279K
MWM
527
McNaughton Wealth Management
California
$277K
CFS
528
CRA Financial Services
New Jersey
$277K
FAM
529
Formidable Asset Management
Ohio
$275K
SGCA
530
Steel Grove Capital Advisors
Tennessee
$270K
TSS
531
Two Sigma Securities
New York
$269K
BWM
532
Buska Wealth Management
Wisconsin
$264K
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$263K
TPWA
534
TRUE Private Wealth Advisors
Oregon
$263K
WOSD
535
WFA of San Diego
California
$261K
TFCP
536
Twin Focus Capital Partners
Massachusetts
$260K
RDWM
537
Red Door Wealth Management
Tennessee
$257K
KRW
538
Kaufman Rossin Wealth
Florida
$256K
SS
539
SBI Securities
Japan
$252K
MGIA
540
Moneta Group Investment Advisors
Missouri
$245K
Baird Financial Group
541
Baird Financial Group
Wisconsin
$244K
OWM
542
Opes Wealth Management
California
$244K
AWM
543
Aviso Wealth Management
Washington
$244K
BF
544
BOK Financial
Oklahoma
$242K
TWM
545
Trevian Wealth Management
Massachusetts
$236K
CPC
546
Cookson Peirce & Co
Pennsylvania
$233K
VFG
547
Victory Financial Group
Texas
$232K
HWM
548
HB Wealth Management
Georgia
$230K
FNA
549
First National Advisers
Nebraska
$229K
CB
550
Commerce Bank
Missouri
$228K