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

742 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 734742 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
742
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.14%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
HBE Wealth Management
Nebraska
$221K
NCM
602
Noesis Capital Mangement
Florida
$220K +$230K +2,788 New
CI
603
CX Institutional
Indiana
$220K -$23.3K -282 -9%
VFG
604
Victory Financial Group
Texas
$220K +$248 +3 +0.1%
QHA
605
Quarry Hill Advisors
Minnesota
$220K
HWM
606
Horizon Wealth Management
Illinois
$219K
MA
607
Montag & Associates
Georgia
$217K
ML
608
Mayport LLC
Massachusetts
$217K +$227K +2,745 New
HC
609
Hoese & Co
Minnesota
$215K
MWC
610
MBM Wealth Consultants
Missouri
$215K
PGWA
611
Plus Group Wealth Advisors
Wisconsin
$215K
WEG
612
World Equity Group
Illinois
$212K -$42.3K -512 -16%
HAIM
613
Hunter Associates Investment Management
Pennsylvania
$212K -$6.11K -74 -3%
CIAS
614
Capital Investment Advisory Services
North Carolina
$211K +$59.9K +725 +37%
BIG
615
Brooklyn Investment Group
New York
$210K +$219K +2,654 New
HSWS
616
Higgins & Schmidt Wealth Strategies
Colorado
$207K -$220K -2,662 -50%
AWM
617
Angeles Wealth Management
California
$204K
William Blair & Company
618
William Blair & Company
Illinois
$198K -$33K -400 -14%
SS
619
Sunbelt Securities
Texas
$197K
MCM
620
MAI Capital Management
Ohio
$185K +$2.64K +32 +1%
AP
621
Atwood & Palmer
Missouri
$182K
LAMC
622
Longview Asset Management (California)
California
$177K
MNA
623
Manning & Napier Advisors
New York
$177K +$190K +2,300 New
AIM
624
Acropolis Investment Management
Missouri
$176K +$184K +2,226 New
UBS AM
625
UBS AM
Illinois
$174K +$141K +1,710 +344%