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

672 hedge funds and large institutions have $7.51B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
651
Moisand Fitzgerald Tamayo
Florida
$11.2K
FDCDDQ
652
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$9.95K +128 New
GSWM
653
Golden State Wealth Management
California
$9.99K
CBT
654
Crews Bank & Trust
Florida
$9.92K
CFG
655
Clayton Financial Group
Missouri
$9.28K +$8.94K +115 New
LFA
656
LGT Financial Advisors
Texas
$8.65K
OC
657
Oakworth Capital
Alabama
$8.55K
TVWM
658
Tower View Wealth Management
Wisconsin
$8.17K
OCM
659
Orion Capital Management
California
$6.45K
SPIA
660
Steward Partners Investment Advisory
New York
$5.97K
WWA
661
Wealth Watch Advisors
Colorado
$5.57K +$5.36K +69 New
DFA
662
DHJJ Financial Advisors
Illinois
$5.55K
1IA
663
1620 Investment Advisors
Massachusetts
$4.44K
LWMI
664
Legacy Wealth Management (Idaho)
Idaho
$4.36K
SIS
665
Sound Income Strategies
Florida
$4.06K
PWAM
666
Private Wealth Asset Management
Iowa
$3.79K
DWM
667
Darwin Wealth Management
Florida
$2.42K
RF
668
Rossby Financial
Florida
$2.19K +$2.1K +27 New
CFD
669
Creative Financial Designs
Indiana
$1.74K
TWC
670
TD Waterhouse Canada
Ontario, Canada
$1.7K -$78 -1 -5%
RWA
671
Redmont Wealth Advisors
Illinois
$645
EWM
672
EPG Wealth Management
Georgia
$645 +$622 +8 New
KIA
673
KCM Investment Advisors
California
-$3.05M -40,698 Closed
OFS
674
OneAscent Financial Services
Alabama
-$2.1M -28,059 Closed
NAS
675
NWF Advisory Services
California
-$1.93M -25,727 Closed