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

672 hedge funds and large institutions have $7.51B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Toth Financial Advisory
Virginia
$78.7K +$46.6K +600 +160%
Q1WB
602
Quest 10 Wealth Builders
Virginia
$73.8K -$1.24K -16 -2%
SIC
603
Salem Investment Counselors
North Carolina
$73.6K -$3.5K -45 -5%
HWA
604
HHM Wealth Advisors
Tennessee
$66.7K
RFS
605
Richardson Financial Services
Massachusetts
$66.3K +$63.9K +822 New
Russell Investments Group
606
Russell Investments Group
United Kingdom
$65.6K -$12K -154 -16%
NSIM
607
North Star Investment Management
Illinois
$62.9K +$155 +2 +0.3%
NFSG
608
Newbridge Financial Services Group
Florida
$59.7K
TCOT
609
Trust Company of Toledo
Ohio
$49.1K
AA
610
Ancora Advisors
Ohio
$47.1K
AWM
611
Accredited Wealth Management
Kentucky
$46.5K -$44.5K -573 -99%
SWM
612
Spire Wealth Management
Virginia
$45.9K +$155 +2 +0.4%
CWP
613
Concord Wealth Partners
Virginia
$44.5K
PAG
614
Paladin Advisory Group
Iowa
$43.4K -$50.7K -653 -55%
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$40.3K
MWM
616
MGB Wealth Management
Texas
$40.2K
GIA
617
GHP Investment Advisors
Colorado
$39.5K +$78 +1 +0.2%
MCA
618
Maryland Capital Advisors
Maryland
$39K
FWP
619
FAS Wealth Partners
Kansas
$36.4K -$2.25K -29 -6%
GWSA
620
Global Wealth Strategies & Associates
Colorado
$35.2K
ACM
621
Anfield Capital Management
California
$34K +$933 +12 +3%
OA
622
Operose Advisors
Wisconsin
$31.6K
TWM
623
Topsail Wealth Management
North Carolina
$28.6K
AIA
624
Aventus Investment Advisors
Florida
$27.5K -$3.65K -47 -12%
MG
625
Mather Group
Illinois
$27.4K +$26.4K +340 New