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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
701
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$10.2K +$10.1K +124 New
OC
703
Oakworth Capital
Alabama
$8.74K
TVWM
704
Tower View Wealth Management
Wisconsin
$8.38K +$82 +1 +1%
ETC
705
Exchange Traded Concepts
Oklahoma
$8.25K -$3.92K -48 -32%
GSWM
706
Golden State Wealth Management
California
$8K -$2.21K -27 -22%
WWMSC
707
Wagner Wealth Management (South Carolina)
South Carolina
$7.75K +$7.69K +94 New
OCM
708
Orion Capital Management
California
$6.6K
RP
709
Raelipskie Partnership
Ontario, Canada
$6.19K -$9.57K -117 -61%
SPIA
710
Steward Partners Investment Advisory
New York
$6.11K
DFA
711
DHJJ Financial Advisors
Illinois
$5.69K
IIM
712
IFC & Insurance Marketing
California
$5K +$5.23K +64 New
BHWM
713
Bay Harbor Wealth Management
Maryland
$4.62K +$4.58K +56 New
HI
714
Hoey Investments
Pennsylvania
$4.62K +$4.58K +56 New
1IA
715
1620 Investment Advisors
Massachusetts
$4.54K
CA
716
Crewe Advisors
Utah
$4.54K +$4.5K +55 New
KFI
717
Key Financial Inc
Pennsylvania
$4.54K +$4.5K +55 New
SIS
718
Sound Income Strategies
Florida
$4.2K
MW
719
Merited Wealth
Florida
$4.13K +$4.09K +50 New
HHGA
720
Halbert Hargrove Global Advisors
California
$4.11K +$4.09K +50 New
RF
721
Rossby Financial
Florida
$3.96K +$1.72K +21 +78%
PWAM
722
Private Wealth Asset Management
Iowa
$3.88K
NA
723
Networth Advisors
Pennsylvania
$2.64K +$2.62K +32 New
DWM
724
Darwin Wealth Management
Florida
$2.48K
CFD
725
Creative Financial Designs
Indiana
$1.78K