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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 reducing their positions, and 34 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$36.6M
KWM
52
Kingsview Wealth Management
Oregon
$35.6M
PAS
53
Park Avenue Securities
New York
$34.5M
TCFP
54
Treasure Coast Financial Planning
Florida
$34.5M
RWM
55
Rialto Wealth Management
New York
$33.8M
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$32.8M
EH
57
Equitable Holdings
New York
$32.2M
RI
58
Rinkey Investments
California
$30.4M
RA
59
RFG Advisory
Alabama
$28.9M
JCM
60
Jacobi Capital Management
Pennsylvania
$28.7M
MML Investors Services
61
MML Investors Services
Massachusetts
$28.6M
JP Morgan Chase
62
JP Morgan Chase
New York
$27.8M
BSWM
63
Boston Standard Wealth Management
Massachusetts
$27.5M
WA
64
Waverly Advisors
Alabama
$26.3M
DC
65
Dorval Corp
Minnesota
$26.3M
FPAS
66
Focus Partners Advisor Solutions
Missouri
$26.2M
AF
67
Abound Financial
California
$26.1M
FPFC
68
Financial Planning Fort Collins
Colorado
$25.5M
RW
69
RVW Wealth
California
$25.4M
FF
70
Fox Financial
Pennsylvania
$25.2M
MCC
71
Money Concepts Capital
Florida
$24.4M
SWM
72
SigFig Wealth Management
California
$24.3M
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$23.1M
BW
74
BIP Wealth
Georgia
$22.3M
BAG
75
Bridgewealth Advisory Group
California
$21.8M