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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
AWM
601
Angeles Wealth Management
California
$213K +$211K +2,576 New
QHA
602
Quarry Hill Advisors
Minnesota
$210K
SAI
603
Savvy Advisors Inc
New York
$208K +$206K +2,522 New
NS
604
NBC Securities
Alabama
$208K
TI
605
Truepoint Inc
Ohio
$206K -$245K -3,000 -55%
SS
606
Sunbelt Securities
Texas
$205K
JFA
607
JNBA Financial Advisors
Minnesota
$204K -$899 -11 -0.4%
AW
608
Alchemi Wealth
Connecticut
$203K +$202K +2,465 New
CAM
609
Congress Asset Management
Massachusetts
$201K -$28.4K -347 -12%
AAP
610
Arax Advisory Partners
Colorado
$194K +$192K +2,354 New
MCM
611
MAI Capital Management
Ohio
$190K
AP
612
Atwood & Palmer
Missouri
$190K
LAMC
613
Longview Asset Management (California)
California
$185K
PWMG
614
Prestige Wealth Management Group
New Jersey
$181K -$24.5K -300 -12%
S
615
SignatureFD
Georgia
$171K +$82 +1 +0%
HFS
616
Hantz Financial Services
Michigan
$168K
CWM
617
Copia Wealth Management
Oregon
$165K -$3.6K -44 -2%
SAM
618
Sherman Asset Management
California
$163K
CIAS
619
Capital Investment Advisory Services
North Carolina
$160K +$77.8K +951 +96%
SG
620
Sankala Group
Colorado
$157K +$154K +1,884 New
AG
621
AmeriFlex Group
Nevada
$149K +$148K +1,810 New
GT
622
Glenmede Trust
Pennsylvania
$148K +$146K +1,789 New
Fifth Third Bancorp
623
Fifth Third Bancorp
Ohio
$130K
CTWM
624
Cherry Tree Wealth Management
Minnesota
$126K
GTAM
625
Global Trust Asset Management
Florida
$124K