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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
Baird Financial Group
576
Baird Financial Group
Wisconsin
$250K
Vanguard Group
577
Vanguard Group
Pennsylvania
$249K +$247K +3,019 New
BF
578
BOK Financial
Oklahoma
$248K
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$247K +$58.9K +720 +32%
SAS
580
SMI Advisory Services
Indiana
$247K -$42.4K -519 -15%
SWA
581
Sightline Wealth Advisors
Connecticut
$243K -$207K -2,535 -46%
TWM
582
Trevian Wealth Management
Massachusetts
$241K
William Blair & Company
583
William Blair & Company
Illinois
$240K +$97.9K +1,197 +70%
OWM
584
Opes Wealth Management
California
$239K
CPC
585
Cookson Peirce & Co
Pennsylvania
$238K
US Bancorp
586
US Bancorp
Minnesota
$238K +$32.9K +402 +16%
HWM
587
HB Wealth Management
Georgia
$236K
AF
588
Atala Financial
California
$235K +$140K +1,710 New
CB
589
Commerce Bank
Missouri
$233K
PGWM
590
Parisi Gray Wealth Management
New Jersey
$231K +$1.39K +17 +0.6%
HWM
591
HBE Wealth Management
Nebraska
$231K +$229K +2,800 New
VFG
592
Victory Financial Group
Texas
$229K -$8.34K -102 -4%
HWM
593
Horizon Wealth Management
Illinois
$229K
MA
594
Montag & Associates
Georgia
$227K +$81.3K +994 +57%
HAIM
595
Hunter Associates Investment Management
Pennsylvania
$226K +$225K +2,750 New
HC
596
Hoese & Co
Minnesota
$224K
MWC
597
MBM Wealth Consultants
Missouri
$224K
PGWA
598
Plus Group Wealth Advisors
Wisconsin
$224K +$222K +2,714 New
JIC
599
Johnson Investment Counsel
Ohio
$215K
GIA
600
Gladstone Institutional Advisory
Florida
$213K -$203K -2,488 -49%