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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
BWM
551
Buska Wealth Management
Wisconsin
$270K
TPWA
552
TRUE Private Wealth Advisors
Oregon
$269K
TFCP
553
Twin Focus Capital Partners
Massachusetts
$266K
WOSD
554
WFA of San Diego
California
$265K
PGFC
555
Peapack-Gladstone Financial Corp
New Jersey
$264K
WEG
556
World Equity Group
Illinois
$264K
RDWM
557
Red Door Wealth Management
Tennessee
$263K
KRW
558
Kaufman Rossin Wealth
Florida
$262K
MWM
559
Meridian Wealth Management
Kentucky
$262K
TSS
560
Two Sigma Securities
New York
$261K
SS
561
SBI Securities
Japan
$259K
ARC
562
Advisor Resource Council
Texas
$257K
CI
563
CX Institutional
Indiana
$253K
Baird Financial Group
564
Baird Financial Group
Wisconsin
$250K
Vanguard Group
565
Vanguard Group
Pennsylvania
$249K
BF
566
BOK Financial
Oklahoma
$248K
Bank of Montreal
567
Bank of Montreal
Ontario, Canada
$247K
SAS
568
SMI Advisory Services
Indiana
$247K
SWA
569
Sightline Wealth Advisors
Connecticut
$243K
TWM
570
Trevian Wealth Management
Massachusetts
$241K
William Blair & Company
571
William Blair & Company
Illinois
$240K
OWM
572
Opes Wealth Management
California
$239K
CPC
573
Cookson Peirce & Co
Pennsylvania
$238K
US Bancorp
574
US Bancorp
Minnesota
$238K
HWM
575
HB Wealth Management
Georgia
$236K