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

661 hedge funds and large institutions have $7.38B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 271 reducing their positions, and 27 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:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 271

Holders
661
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
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
651
DHJJ Financial Advisors
Illinois
$5.55K
1IA
652
1620 Investment Advisors
Massachusetts
$4.44K
LWMI
653
Legacy Wealth Management (Idaho)
Idaho
$4.36K
SIS
654
Sound Income Strategies
Florida
$4.06K
PWAM
655
Private Wealth Asset Management
Iowa
$3.79K
DWM
656
Darwin Wealth Management
Florida
$2.42K
RF
657
Rossby Financial
Florida
$2.19K
CFD
658
Creative Financial Designs
Indiana
$1.74K
TWC
659
TD Waterhouse Canada
Ontario, Canada
$1.7K
RWA
660
Redmont Wealth Advisors
Illinois
$645
EWM
661
EPG Wealth Management
Georgia
$645
KIA
662
KCM Investment Advisors
California
OFS
663
OneAscent Financial Services
Alabama
NAS
664
NWF Advisory Services
California
SFC
665
Strategic Financial Concepts
Texas
MHS
666
M Holdings Securities
Oregon
RSWM
667
Robertson Stephens Wealth Management
California
YCG
668
Yeomans Consulting Group
Georgia
SIM
669
Stratos Investment Management
Ohio
Envestnet Portfolio Solutions
670
Envestnet Portfolio Solutions
Illinois
SW
671
Simplicity Wealth
New Jersey
FCMA
672
Foresight Capital Management Advisors
Michigan
WWM
673
WJ Wealth Management
Arizona
AA
674
Apriem Advisors
California
EL
675
Essex LLC
Illinois