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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
526
Legacy Wealth Management (Mississippi)
Mississippi
$343K +$15.2K +186 +5%
IAN
527
Integrated Advisors Network
Texas
$332K -$9.4K -115 -3%
BWP
528
Balboa Wealth Partners
Arizona
$330K
CWM
529
Core Wealth Management
Florida
$322K +$319K +3,906 New
GCM
530
Gambit Capital Management
Tennessee
$322K +$319K +3,899 New
OGF
531
Orin Green Financial
California
$321K
CIA
532
Capital Investment Advisors
Georgia
$319K -$445K -5,441 -58%
FHC
533
First Heartland Consultants
Missouri
$316K +$82 +1 +0%
JWCA
534
J.W. Cole Advisors
Florida
$315K +$6.13K +75 +1%
BFP
535
Brewster Financial Planning
New York
$315K
EA
536
Efficient Advisors
Ohio
$315K +$312K +3,821 New
CHAM
537
Clear Harbor Asset Management
Connecticut
$315K
PFP
538
Paragon Financial Partners
California
$315K -$23.7K -290 -7%
O3W
539
Omni 360 Wealth
New Jersey
$309K -$70.4K -861 -19%
RFG
540
Range Financial Group
Oregon
$308K +$17.8K +218 +6%
MT
541
Midwest Trust
Kansas
$307K +$305K +3,726 New
FFWM
542
Future Financial Wealth Management
Ohio
$303K -$654 -8 -0.2%
EWA
543
Emergent Wealth Advisors
New York
$302K +$1.8K +22 +0.6%
AWM
544
Accurate Wealth Management
Florida
$301K +$68.4K +836 +30%
KG
545
Kilter Group
New York
$300K +$818 +10 +0.3%
SGCA
546
Steel Grove Capital Advisors
Tennessee
$297K
OWA
547
One Wealth Advisors
California
$297K
FAM
548
Formidable Asset Management
Ohio
$296K
FWM
549
Focused Wealth Management
New York
$296K -$12.3K -150 -4%
FMI
550
F/M Investments
District of Columbia
$295K