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

669 hedge funds and large institutions have $7.5B 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, 215 increasing their positions, 273 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
CBT
651
Crews Bank & Trust
Florida
$9.92K
CFG
652
Clayton Financial Group
Missouri
$9.28K
LFA
653
LGT Financial Advisors
Texas
$8.65K
OC
654
Oakworth Capital
Alabama
$8.55K
TVWM
655
Tower View Wealth Management
Wisconsin
$8.17K
OCM
656
Orion Capital Management
California
$6.45K
SPIA
657
Steward Partners Investment Advisory
New York
$5.97K
WWA
658
Wealth Watch Advisors
Colorado
$5.57K
DFA
659
DHJJ Financial Advisors
Illinois
$5.55K
1IA
660
1620 Investment Advisors
Massachusetts
$4.44K
LWMI
661
Legacy Wealth Management (Idaho)
Idaho
$4.36K
SIS
662
Sound Income Strategies
Florida
$4.06K
PWAM
663
Private Wealth Asset Management
Iowa
$3.79K
DWM
664
Darwin Wealth Management
Florida
$2.42K
RF
665
Rossby Financial
Florida
$2.19K
CFD
666
Creative Financial Designs
Indiana
$1.74K
TWC
667
TD Waterhouse Canada
Ontario, Canada
$1.7K
RWA
668
Redmont Wealth Advisors
Illinois
$645
EWM
669
EPG Wealth Management
Georgia
$645
KIA
670
KCM Investment Advisors
California
OFS
671
OneAscent Financial Services
Alabama
NAS
672
NWF Advisory Services
California
SFC
673
Strategic Financial Concepts
Texas
MHS
674
M Holdings Securities
Oregon
RSWM
675
Robertson Stephens Wealth Management
California