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

669 hedge funds and large institutions have $7.5B 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, 215 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$33.6M
NEWAS
52
N.E.W. Advisory Services
Wisconsin
$33.4M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$32.7M
KWM
54
Kingsview Wealth Management
Oregon
$31M
EH
55
Equitable Holdings
New York
$30.7M
RI
56
Rinkey Investments
California
$30.2M
BCMIO
57
Beacon Capital Management Inc (Ohio)
Ohio
$30.1M
RA
58
RFG Advisory
Alabama
$29.7M
RWM
59
Rialto Wealth Management
New York
$29.6M
BSWM
60
Boston Standard Wealth Management
Massachusetts
$27.6M
MML Investors Services
61
MML Investors Services
Massachusetts
$26.7M
JP Morgan Chase
62
JP Morgan Chase
New York
$25.7M
WA
63
Waverly Advisors
Alabama
$25.7M
AF
64
Abound Financial
California
$25.6M
RW
65
RVW Wealth
California
$25.2M
VCM
66
Virtue Capital Management
Tennessee
$25.1M
DC
67
Dorval Corp
Minnesota
$25.1M
SWM
68
SigFig Wealth Management
California
$25M
FF
69
Fox Financial
Pennsylvania
$24.9M
RBC
70
Roble Belko & Company
Pennsylvania
$24.2M
MCC
71
Money Concepts Capital
Florida
$23.5M
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$23.1M
BW
73
BIP Wealth
Georgia
$21.7M
ZF
74
Zhang Financial
Michigan
$21.5M
BAG
75
Bridgewealth Advisory Group
California
$20.9M