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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
KWM
51
Kingsview Wealth Management
Oregon
$36.6M +$2.61M +31,550 +7%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$36.1M +$927K +11,222 +3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$35.1M +$13.5M +163,826 +59%
RWM
54
Rialto Wealth Management
New York
$33.7M +$1.44M +17,381 +4%
TCFP
55
Treasure Coast Financial Planning
Florida
$32.9M -$155K -1,878 -0.4%
BFA
56
Blueprint Financial Advisors
North Carolina
$32.8M -$9.13M -110,519 -21%
PAS
57
Park Avenue Securities
New York
$32.7M -$376K -4,554 -1%
WCAMG
58
Woodard & Company Asset Management Group
North Carolina
$32.6M -$14.4M -174,929 -30%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$31.6M +$127K +1,538 +0.4%
JIP
60
Jaffetilchin Investment Partners
Florida
$31.5M -$10.7M -128,977 -24%
JP Morgan Chase
61
JP Morgan Chase
New York
$30.2M +$4.67M +56,584 +17%
HAG
62
HighPoint Advisor Group
Illinois
$29.3M -$1.39M -16,812 -4%
RI
63
Rinkey Investments
California
$28.9M -$236K -2,863 -0.8%
JCM
64
Jacobi Capital Management
Pennsylvania
$28.7M +$1.27M +15,328 +4%
OCWP
65
Owl Creek Wealth Partners
Colorado
$28.1M +$29.4M +356,002 New
FPFC
66
Financial Planning Fort Collins
Colorado
$27.5M +$677K +8,197 +3%
BSWM
67
Boston Standard Wealth Management
Massachusetts
$26.8M +$241K +2,923 +0.9%
GWP
68
Gateway Wealth Partners
Wisconsin
$25.8M +$14.3M +173,117 +113%
RA
69
RFG Advisory
Alabama
$25.2M -$2.61M -31,589 -9%
MCC
70
Money Concepts Capital
Florida
$24.9M +$1.56M +18,907 +6%
NG
71
Navigation Group
California
$24.6M +$25.7M +311,102 New
FPAS
72
Focus Partners Advisor Solutions
Missouri
$24.2M -$979K -11,851 -4%
FF
73
Fox Financial
Pennsylvania
$24M -$103K -1,251 -0.4%
RW
74
RVW Wealth
California
$23.9M -$468K -5,663 -2%
DC
75
Dorval Corp
Minnesota
$23.1M -$2.14M -25,877 -8%