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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
IDA
551
Intelligence Driven Advisers
California
$292K -$3.76K -46 -1%
KAS
552
KPP Advisory Services
Kentucky
$291K -$19.4K -237 -6%
HSG
553
Helen Stephens Group
Texas
$290K +$82 +1 +0%
FA
554
FSA Advisors
Michigan
$290K +$282K +3,443 New
PVI
555
Pine Valley Investments
New Jersey
$290K
CFS
556
CRA Financial Services
New Jersey
$284K +$82 +1 +0%
MWM
557
McNaughton Wealth Management
California
$283K -$327 -4 -0.1%
XPN
558
XY Planning Network
Montana
$282K +$279K +3,418 New
RPSA
559
Richard P. Slaughter Associates
Texas
$282K -$10.3K -126 -4%
KIM
560
Kestra Investment Management
Texas
$279K -$12.1K -148 -4%
MGIA
561
Moneta Group Investment Advisors
Missouri
$277K +$26.2K +321 +11%
C1AG
562
Client 1st Advisory Group
Florida
$272K +$53.4K +653 +25%
BWM
563
Buska Wealth Management
Wisconsin
$270K
TPWA
564
TRUE Private Wealth Advisors
Oregon
$269K +$409 +5 +0.2%
TFCP
565
Twin Focus Capital Partners
Massachusetts
$266K
WOSD
566
WFA of San Diego
California
$265K -$1.39K -17 -0.5%
PGFC
567
Peapack-Gladstone Financial Corp
New Jersey
$264K -$4.09K -50 -2%
WEG
568
World Equity Group
Illinois
$264K -$42.8K -524 -14%
RDWM
569
Red Door Wealth Management
Tennessee
$263K +$818 +10 +0.3%
KRW
570
Kaufman Rossin Wealth
Florida
$262K
MWM
571
Meridian Wealth Management
Kentucky
$262K +$40.4K +494 +18%
TSS
572
Two Sigma Securities
New York
$261K -$14.6K -178 -5%
SS
573
SBI Securities
Japan
$259K +$491 +6 +0.2%
ARC
574
Advisor Resource Council
Texas
$257K +$250K +3,052 New
CI
575
CX Institutional
Indiana
$253K -$53.8K -658 -18%