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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
626
Grand Wealth Management
Michigan
$90.3K
T
627
Tidemark
California
$87.8K
KFAS
628
Keating Financial Advisory Services
Kansas
$87.3K
HR
629
Howe & Rusling
New York
$86.8K
CFS
630
Compass Financial Services
Iowa
$86.7K
TFA
631
Toth Financial Advisory
Virginia
$80.5K
WETS
632
Wealth Enhancement Trust Services
South Dakota
$75.5K
Q1WB
633
Quest 10 Wealth Builders
Virginia
$74.5K
TPCW
634
TD Private Client Wealth
New York
$72.2K
SIC
635
SJS Investment Consulting
Ohio
$68.4K
RFS
636
Richardson Financial Services
Massachusetts
$68.1K
Russell Investments Group
637
Russell Investments Group
United Kingdom
$65.5K
NSIM
638
North Star Investment Management
Illinois
$64.5K
HWA
639
HHM Wealth Advisors
Tennessee
$64.4K
NFSG
640
Newbridge Financial Services Group
Florida
$61K
CBT
641
Crews Bank & Trust
Florida
$58.7K
TCOT
642
Trust Company of Toledo
Ohio
$50.2K
AA
643
Ancora Advisors
Ohio
$48.2K
LWMI
644
Legacy Wealth Management (Idaho)
Idaho
$47.5K
MA
645
MCF Advisors
Kentucky
$47.5K
SWM
646
Spire Wealth Management
Virginia
$47K
CWP
647
Concord Wealth Partners
Virginia
$45.5K
MWM
648
MGB Wealth Management
Texas
$41.6K
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$41.3K
UBS AM
650
UBS AM
Illinois
$41K