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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
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
PFP
526
Paragon Financial Partners
California
$315K
O3W
527
Omni 360 Wealth
New Jersey
$309K
RFG
528
Range Financial Group
Oregon
$308K
MT
529
Midwest Trust
Kansas
$307K
FFWM
530
Future Financial Wealth Management
Ohio
$303K
EWA
531
Emergent Wealth Advisors
New York
$302K
AWM
532
Accurate Wealth Management
Florida
$301K
KG
533
Kilter Group
New York
$300K
SGCA
534
Steel Grove Capital Advisors
Tennessee
$297K
OWA
535
One Wealth Advisors
California
$297K
FAM
536
Formidable Asset Management
Ohio
$296K
FWM
537
Focused Wealth Management
New York
$296K
FMI
538
F/M Investments
District of Columbia
$295K
IDA
539
Intelligence Driven Advisers
California
$292K
KAS
540
KPP Advisory Services
Kentucky
$291K
HSG
541
Helen Stephens Group
Texas
$290K
FA
542
FSA Advisors
Michigan
$290K
PVI
543
Pine Valley Investments
New Jersey
$290K
CFS
544
CRA Financial Services
New Jersey
$284K
MWM
545
McNaughton Wealth Management
California
$283K
XPN
546
XY Planning Network
Montana
$282K
RPSA
547
Richard P. Slaughter Associates
Texas
$282K
KIM
548
Kestra Investment Management
Texas
$279K
MGIA
549
Moneta Group Investment Advisors
Missouri
$277K
C1AG
550
Client 1st Advisory Group
Florida
$272K