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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
PWMG
626
Prestige Wealth Management Group
New Jersey
$166K -$8.67K -105 -5%
HFS
627
Hantz Financial Services
Michigan
$161K
CWM
628
Copia Wealth Management
Oregon
$159K
SAM
629
Sherman Asset Management
California
$156K
SG
630
Sankala Group
Colorado
$147K
S
631
SignatureFD
Georgia
$146K -$18.3K -222 -11%
AG
632
AmeriFlex Group
Nevada
$143K
GT
633
Glenmede Trust
Pennsylvania
$141K
RFS
634
Richardson Financial Services
Massachusetts
$127K +$64.9K +786 +95%
CTWM
635
Cherry Tree Wealth Management
Minnesota
$121K
SWM
636
SHP Wealth Management
Massachusetts
$120K +$3.22K +39 +3%
GTAM
637
Global Trust Asset Management
Florida
$119K
MG
638
Mather Group
Illinois
$114K +$119K +1,446 New
SEP
639
Signature Equity Partners
Ohio
$101K -$7.18K -87 -6%
CPL
640
Capital & Planning LLC
Georgia
$96.4K +$101K +1,219 New
CBT
641
Crews Bank & Trust
Florida
$90.4K +$35.6K +431 +61%
PMFA
642
Plante Moran Financial Advisors
Michigan
$87.9K
W
643
WealthCollab
Washington
$87.4K
GWM
644
Grand Wealth Management
Michigan
$86.6K
KFAS
645
Keating Financial Advisory Services
Kansas
$83.6K
HR
646
Howe & Rusling
New York
$83.1K
T
647
Tidemark
California
$82.6K -$1.57K -19 -2%
TLFA
648
True Link Financial Advisors
California
$80.2K +$83.7K +1,014 New
RF
649
Rossby Financial
Florida
$79.4K +$78.4K +949 +1,977%
TFA
650
Toth Financial Advisory
Virginia
$77.2K