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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
SFC
676
Strategic Financial Concepts
Texas
-$1.12M -14,919 Closed
MHS
677
M Holdings Securities
Oregon
-$760K -10,187 Closed
RSWM
678
Robertson Stephens Wealth Management
California
-$654K -8,730 Closed
YCG
679
Yeomans Consulting Group
Georgia
-$637K -8,495 Closed
SIM
680
Stratos Investment Management
Ohio
-$547K -7,307 Closed
Envestnet Portfolio Solutions
681
Envestnet Portfolio Solutions
Illinois
-$460K -6,141 Closed
SW
682
Simplicity Wealth
New Jersey
-$405K -5,406 Closed
FCMA
683
Foresight Capital Management Advisors
Michigan
-$367K -4,897 Closed
WWM
684
WJ Wealth Management
Arizona
-$333K -4,444 Closed
AA
685
Apriem Advisors
California
-$245K -3,269 Closed
EL
686
Essex LLC
Illinois
-$212K -2,825 Closed
FA
687
FSA Advisors
Michigan
-$209K -2,791 Closed
AAP
688
Arax Advisory Partners
Colorado
-$176K -2,354 Closed
RWPA
689
Richard W. Paul & Associates
Michigan
-$166K -2,210 Closed
CFB
690
Cullen/Frost Bankers
Texas
-$56.1K -749 Closed
WCM
691
WealthTrak Capital Management
Virginia
-$50.1K -669 Closed
CA
692
Crewe Advisors
Utah
-$35.1K -469 Closed
NCM
693
Northwest Capital Management
Oregon
-$22.5K -300 Closed
SVCP
694
Silicon Valley Capital Partners
California
-$20.1K -268 Closed
AG
695
AmeriFlex Group
Nevada
-$18.9K -255 Closed
HFS
696
Hopwood Financial Services
Virginia
-$16.8K -224 Closed
WTC
697
WhitTier Trust Company
Nevada
-$2.54K -34 Closed
T
698
Transce3nd
Texas
-$674 -9 Closed
BNP Paribas Financial Markets
699
BNP Paribas Financial Markets
France
-$225 -3 Closed
Simplex Trading
700
Simplex Trading
Illinois
+$155 +2 New