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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
GWM
51
Geneos Wealth Management
Colorado
$36.6M +$2.16M +26,396 +6%
KWM
52
Kingsview Wealth Management
Oregon
$35.6M +$3.8M +46,425 +12%
PAS
53
Park Avenue Securities
New York
$34.5M -$547K -6,688 -2%
TCFP
54
Treasure Coast Financial Planning
Florida
$34.5M +$68.5K +838 +0.2%
RWM
55
Rialto Wealth Management
New York
$33.8M +$3.46M +42,367 +12%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$32.8M -$552K -6,755 -2%
EH
57
Equitable Holdings
New York
$32.2M +$796K +9,735 +3%
HAG
58
HighPoint Advisor Group
Illinois
$32M +$31.7M +387,811 New
RI
59
Rinkey Investments
California
$30.4M -$513K -6,269 -2%
RA
60
RFG Advisory
Alabama
$28.9M -$1.55M -18,942 -5%
JCM
61
Jacobi Capital Management
Pennsylvania
$28.7M +$7.36M +90,014 +35%
MML Investors Services
62
MML Investors Services
Massachusetts
$28.6M +$1.29M +15,751 +5%
JP Morgan Chase
63
JP Morgan Chase
New York
$27.8M +$1.45M +17,678 +6%
BSWM
64
Boston Standard Wealth Management
Massachusetts
$27.5M -$749K -9,164 -3%
WA
65
Waverly Advisors
Alabama
$26.3M +$40K +489 +0.2%
DC
66
Dorval Corp
Minnesota
$26.3M +$605K +7,399 +2%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$26.2M +$8.53M +104,362 +49%
AF
68
Abound Financial
California
$26.1M -$50K -611 -0.2%
FPFC
69
Financial Planning Fort Collins
Colorado
$25.5M +$25.3M +309,260 New
RW
70
RVW Wealth
California
$25.4M -$305K -3,735 -1%
FF
71
Fox Financial
Pennsylvania
$25.2M -$281K -3,431 -1%
MCC
72
Money Concepts Capital
Florida
$24.4M +$403K +4,923 +2%
SWM
73
SigFig Wealth Management
California
$24.3M -$1.71M -20,944 -7%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$23.1M +$5.11M +62,453 +29%
BW
75
BIP Wealth
Georgia
$22.3M +$170K +2,085 +0.8%