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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
626
IMG Wealth Management
Florida
$17.9K
BWL
627
Bogart Wealth LLC
Virginia
$17.7K
PWMG
628
Private Wealth Management Group
New Jersey
$17.3K
HFS
629
Hopwood Financial Services
Virginia
$16.8K
FIM
630
FWL Investment Management
Texas
$16K
GI
631
GAMMA Investing
California
$15.9K
PS
632
Principal Securities
Iowa
$14.8K
AF
633
Advisornet Financial
Minnesota
$12.5K
CT
634
Caldwell Trust
Florida
$11.2K
MFT
635
Moisand Fitzgerald Tamayo
Florida
$10.4K
GSWM
636
Golden State Wealth Management
California
$9.27K
CBT
637
Crews Bank & Trust
Florida
$9.21K
LFA
638
LGT Financial Advisors
Texas
$8.01K
OC
639
Oakworth Capital
Alabama
$7.94K
TVWM
640
Tower View Wealth Management
Wisconsin
$7.56K
OCM
641
Orion Capital Management
California
$5.99K
SPIA
642
Steward Partners Investment Advisory
New York
$5.54K
Citigroup
643
Citigroup
New York
$5.47K
DFA
644
DHJJ Financial Advisors
Illinois
$5.13K
1IA
645
1620 Investment Advisors
Massachusetts
$4.12K
LWMI
646
Legacy Wealth Management (Idaho)
Idaho
$4.04K
LIS
647
Legacy Investment Solutions
Idaho
$4.04K
SIS
648
Sound Income Strategies
Florida
$3.75K
PWAM
649
Private Wealth Asset Management
Iowa
$3.52K
WTC
650
WhitTier Trust Company
Nevada
$2.54K