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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
William Blair & Company
576
William Blair & Company
Illinois
$240K
OWM
577
Opes Wealth Management
California
$239K
CPC
578
Cookson Peirce & Co
Pennsylvania
$238K
US Bancorp
579
US Bancorp
Minnesota
$238K
HWM
580
HB Wealth Management
Georgia
$236K
AF
581
Atala Financial
California
$235K
CB
582
Commerce Bank
Missouri
$233K
PGWM
583
Parisi Gray Wealth Management
New Jersey
$231K
HWM
584
HBE Wealth Management
Nebraska
$231K
VFG
585
Victory Financial Group
Texas
$229K
HWM
586
Horizon Wealth Management
Illinois
$229K
MA
587
Montag & Associates
Georgia
$227K
HAIM
588
Hunter Associates Investment Management
Pennsylvania
$226K
HC
589
Hoese & Co
Minnesota
$224K
MWC
590
MBM Wealth Consultants
Missouri
$224K
PGWA
591
Plus Group Wealth Advisors
Wisconsin
$224K
JIC
592
Johnson Investment Counsel
Ohio
$215K
GIA
593
Gladstone Institutional Advisory
Florida
$213K
AWM
594
Angeles Wealth Management
California
$213K
QHA
595
Quarry Hill Advisors
Minnesota
$210K
SAI
596
Savvy Advisors Inc
New York
$208K
NS
597
NBC Securities
Alabama
$208K
TI
598
Truepoint Inc
Ohio
$206K
SS
599
Sunbelt Securities
Texas
$205K
JFA
600
JNBA Financial Advisors
Minnesota
$204K