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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
GWM
51
Geneos Wealth Management
Colorado
$33.6M +$1.06M +13,586 +3%
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$33.4M +$656K +8,443 +2%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$32.7M +$1.51M +19,478 +5%
KWM
54
Kingsview Wealth Management
Oregon
$31M +$983K +12,646 +3%
EH
55
Equitable Holdings
New York
$30.7M +$1.1M +14,171 +4%
RI
56
Rinkey Investments
California
$30.2M -$277K -3,566 -0.9%
BCMIO
57
Beacon Capital Management Inc (Ohio)
Ohio
$30.1M +$29M +373,576 New
RA
58
RFG Advisory
Alabama
$29.7M -$7.88M -101,393 -22%
RWM
59
Rialto Wealth Management
New York
$29.6M +$229K +2,948 +0.8%
BSWM
60
Boston Standard Wealth Management
Massachusetts
$27.6M +$66.8K +860 +0.3%
MML Investors Services
61
MML Investors Services
Massachusetts
$26.7M +$2.28M +29,286 +10%
JP Morgan Chase
62
JP Morgan Chase
New York
$25.7M +$2.35M +30,281 +10%
WA
63
Waverly Advisors
Alabama
$25.7M -$2.39M -30,750 -9%
AF
64
Abound Financial
California
$25.6M +$1.25M +16,118 +5%
RW
65
RVW Wealth
California
$25.2M -$45.6K -587 -0.2%
VCM
66
Virtue Capital Management
Tennessee
$25.1M +$1.26M +16,238 +76%
DC
67
Dorval Corp
Minnesota
$25.1M +$706K +9,090 +3%
SWM
68
SigFig Wealth Management
California
$25M -$1.01M -13,006 -4%
FF
69
Fox Financial
Pennsylvania
$24.9M -$259K -3,330 -1%
RBC
70
Roble Belko & Company
Pennsylvania
$24.2M -$3.27M -42,043 -12%
MCC
71
Money Concepts Capital
Florida
$23.5M +$314K +4,044 +1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$23.1M -$425K -5,467 -2%
BW
73
BIP Wealth
Georgia
$21.7M +$629K +8,090 +3%
ZF
74
Zhang Financial
Michigan
$21.5M +$938K +12,068 +5%
BAG
75
Bridgewealth Advisory Group
California
$20.9M +$831K +10,689 +4%