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

670 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: 62.61%63.72% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
670
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
PVI
526
Pine Valley Investments
New Jersey
$283K
SAS
527
SMI Advisory Services
Indiana
$279K
MWM
528
McNaughton Wealth Management
California
$277K
CFS
529
CRA Financial Services
New Jersey
$277K
FAM
530
Formidable Asset Management
Ohio
$275K
SGCA
531
Steel Grove Capital Advisors
Tennessee
$270K
TSS
532
Two Sigma Securities
New York
$269K
BWM
533
Buska Wealth Management
Wisconsin
$264K
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$263K
TPWA
535
TRUE Private Wealth Advisors
Oregon
$263K
WOSD
536
WFA of San Diego
California
$261K
TFCP
537
Twin Focus Capital Partners
Massachusetts
$260K
RDWM
538
Red Door Wealth Management
Tennessee
$257K
KRW
539
Kaufman Rossin Wealth
Florida
$256K
SS
540
SBI Securities
Japan
$252K
MGIA
541
Moneta Group Investment Advisors
Missouri
$245K
Baird Financial Group
542
Baird Financial Group
Wisconsin
$244K
OWM
543
Opes Wealth Management
California
$244K
AWM
544
Aviso Wealth Management
Washington
$244K
BF
545
BOK Financial
Oklahoma
$242K
TWM
546
Trevian Wealth Management
Massachusetts
$236K
CPC
547
Cookson Peirce & Co
Pennsylvania
$233K
VFG
548
Victory Financial Group
Texas
$232K
HWM
549
HB Wealth Management
Georgia
$230K
FNA
550
First National Advisers
Nebraska
$229K