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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
XPN
551
XY Planning Network
Montana
$282K
RPSA
552
Richard P. Slaughter Associates
Texas
$282K
KIM
553
Kestra Investment Management
Texas
$279K
MGIA
554
Moneta Group Investment Advisors
Missouri
$277K
C1AG
555
Client 1st Advisory Group
Florida
$272K
BWM
556
Buska Wealth Management
Wisconsin
$270K
TPWA
557
TRUE Private Wealth Advisors
Oregon
$269K
TFCP
558
Twin Focus Capital Partners
Massachusetts
$266K
WOSD
559
WFA of San Diego
California
$265K
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$264K
WEG
561
World Equity Group
Illinois
$264K
RDWM
562
Red Door Wealth Management
Tennessee
$263K
KRW
563
Kaufman Rossin Wealth
Florida
$262K
MWM
564
Meridian Wealth Management
Kentucky
$262K
TSS
565
Two Sigma Securities
New York
$261K
SS
566
SBI Securities
Japan
$259K
ARC
567
Advisor Resource Council
Texas
$257K
CI
568
CX Institutional
Indiana
$253K
Baird Financial Group
569
Baird Financial Group
Wisconsin
$250K
Vanguard Group
570
Vanguard Group
Pennsylvania
$249K
BF
571
BOK Financial
Oklahoma
$248K
Bank of Montreal
572
Bank of Montreal
Ontario, Canada
$247K
SAS
573
SMI Advisory Services
Indiana
$247K
SWA
574
Sightline Wealth Advisors
Connecticut
$243K
TWM
575
Trevian Wealth Management
Massachusetts
$241K