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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
SWM
626
SHP Wealth Management
Massachusetts
$122K +$121K +1,484 New
CIBC Private Wealth Group
627
CIBC Private Wealth Group
Georgia
$121K +$1.47K +18 +1%
Qube Research & Technologies (QRT)
628
Qube Research & Technologies (QRT)
United Kingdom
$121K -$69.8K -854 -37%
Bessemer Group
629
Bessemer Group
New Jersey
$118K +$6.71K +82 +6%
SEP
630
Signature Equity Partners
Ohio
$113K +$112K +1,370 New
PMFA
631
Plante Moran Financial Advisors
Michigan
$91.7K
W
632
WealthCollab
Washington
$91.2K
GWM
633
Grand Wealth Management
Michigan
$90.3K
T
634
Tidemark
California
$87.8K -$4.42K -54 -5%
KFAS
635
Keating Financial Advisory Services
Kansas
$87.3K +$86.5K +1,058 New
HR
636
Howe & Rusling
New York
$86.8K
CFS
637
Compass Financial Services
Iowa
$86.7K +$245 +3 +0.3%
TFA
638
Toth Financial Advisory
Virginia
$80.5K
WETS
639
Wealth Enhancement Trust Services
South Dakota
$75.5K +$74.8K +915 New
Q1WB
640
Quest 10 Wealth Builders
Virginia
$74.5K -$981 -12 -1%
TPCW
641
TD Private Client Wealth
New York
$72.2K +$71.5K +875 New
SIC
642
SJS Investment Consulting
Ohio
$68.4K +$67.8K +829 New
RFS
643
Richardson Financial Services
Massachusetts
$68.1K +$327 +4 +0.5%
Russell Investments Group
644
Russell Investments Group
United Kingdom
$65.5K -$1.55K -19 -2%
NSIM
645
North Star Investment Management
Illinois
$64.5K +$164 +2 +0.3%
HWA
646
HHM Wealth Advisors
Tennessee
$64.4K -$3.76K -46 -6%
NFSG
647
Newbridge Financial Services Group
Florida
$61K
CBT
648
Crews Bank & Trust
Florida
$58.7K +$48.2K +589 +479%
TCOT
649
Trust Company of Toledo
Ohio
$50.2K
AA
650
Ancora Advisors
Ohio
$48.2K