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

672 hedge funds and large institutions have $7.51B 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, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
551
HB Wealth Management
Georgia
$230K +$222K +2,856 New
FNA
552
First National Advisers
Nebraska
$229K
CB
553
Commerce Bank
Missouri
$228K +$219K +2,821 New
Tudor Investment Corp
554
Tudor Investment Corp
Connecticut
$227K -$196K -2,522 -47%
PGWM
555
Parisi Gray Wealth Management
New Jersey
$225K +$1.86K +24 +0.9%
CAM
556
Congress Asset Management
Massachusetts
$224K +$216K +2,778 New
HWM
557
Horizon Wealth Management
Illinois
$224K
AWM
558
Accurate Wealth Management
Florida
$220K +$213K +2,744 New
HC
559
Hoese & Co
Minnesota
$219K
MWC
560
MBM Wealth Consultants
Missouri
$219K -$1.01K -13 -0.5%
MWM
561
Meridian Wealth Management
Kentucky
$216K +$208K +2,682 New
NPAN
562
Northeast Planning Associates NH
New Hampshire
$216K
FPW
563
Flagship Private Wealth
Massachusetts
$216K -$15K -193 -7%
NC
564
NovaPoint Capital
Georgia
$216K +$208K +2,675 New
CIA
565
Compass Ion Advisors
Pennsylvania
$215K +$207K +2,664 New
C1AG
566
Client 1st Advisory Group
Florida
$214K +$206K +2,647 New
JIC
567
Johnson Investment Counsel
Ohio
$210K +$202K +2,602 New
FNBOO
568
First National Bank of Omaha
Nebraska
$210K +$202K +2,598 New
QHA
569
Quarry Hill Advisors
Minnesota
$205K +$198K +2,545 New
PFS
570
Prospera Financial Services
Texas
$204K +$196K +2,525 New
NS
571
NBC Securities
Alabama
$203K +$86.3K +1,110 +79%
PWMG
572
Prestige Wealth Management Group
New Jersey
$202K
JFA
573
JNBA Financial Advisors
Minnesota
$201K
SS
574
Sunbelt Securities
Texas
$200K
US Bancorp
575
US Bancorp
Minnesota
$200K +$151K +1,941 +362%