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

741 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 733741 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
741
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.13%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
701
National Bank of Canada
Quebec, Canada
$13.1K
SPIA
702
Steward Partners Investment Advisory
New York
$12.2K +$6.61K +80 +108%
TFGT
703
TS Financial Group (TSFG)
Illinois
$12K
CT
704
Caldwell Trust
Florida
$11.9K
BTI
705
Blue Trust Inc
Georgia
$11.5K
BHWM
706
Bay Harbor Wealth Management
Maryland
$11.5K +$7.35K +89 +159%
MFT
707
Moisand Fitzgerald Tamayo
Florida
$11K
PSFG
708
Park Square Financial Group
Georgia
$10.5K +$11K +133 New
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K
PWPS
710
Pinnacle Wealth Planning Services
Ohio
$9.8K
IWM
711
IMG Wealth Management
Florida
$9.41K -$9.91K -120 -50%
Allspring Global Investments
712
Allspring Global Investments
North Carolina
$8.51K +$8.84K +107 New
OC
713
Oakworth Capital
Alabama
$8.38K
TVWM
714
Tower View Wealth Management
Wisconsin
$8.05K
WWMSC
715
Wagner Wealth Management (South Carolina)
South Carolina
$7.43K
QT
716
Quantbot Technologies
New York
$7.43K +$7.76K +94 New
OCM
717
Orion Capital Management
California
$6.33K
DFA
718
DHJJ Financial Advisors
Illinois
$5.47K
CA
719
Crewe Advisors
Utah
$4.35K
KFI
720
Key Financial Inc
Pennsylvania
$4.35K
SIS
721
Sound Income Strategies
Florida
$3.98K
HHGA
722
Halbert Hargrove Global Advisors
California
$3.94K
PWAM
723
Private Wealth Asset Management
Iowa
$3.32K -$413 -5 -11%
BWL
724
Bogart Wealth LLC
Virginia
$2.85K -$16.5K -200 -85%
NA
725
Networth Advisors
Pennsylvania
$2.53K