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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
BAG
76
Bridgewealth Advisory Group
California
$22.8M +$1.96M +23,681 +9%
SWM
77
SigFig Wealth Management
California
$22.8M -$239K -2,897 -1%
AF
78
Abound Financial
California
$22.7M -$2.38M -28,877 -9%
ZF
79
Zhang Financial
Michigan
$22.4M +$1.62M +19,586 +7%
WCG
80
Wall Capital Group
Arizona
$21.8M +$6.5M +78,650 +40%
WA
81
Waverly Advisors
Alabama
$21.7M -$3.69M -44,670 -14%
BCMIO
82
Beacon Capital Management Inc (Ohio)
Ohio
$21.6M +$1.31M +15,884 +6%
Mariner
83
Mariner
Kansas
$20.7M +$2.83M +34,237 +15%
AIA
84
AssuredPartners Investment Advisors
Florida
$19.8M +$185K +2,238 +0.9%
GVAG
85
Great Valley Advisor Group
Delaware
$19.7M +$15.1M +183,366 +281%
BW
86
BIP Wealth
Georgia
$19.6M -$1.91M -23,158 -9%
AAS
87
Annex Advisory Services
Wisconsin
$19M -$320K -3,874 -2%
CFGSD
88
Compass Financial Group (South Dakota)
South Dakota
$19M -$410K -4,968 -2%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$18.3M +$432K +5,225 +2%
PA
90
Parallel Advisors
California
$17.8M -$1.07M -12,965 -5%
CPP
91
Capasso Planning Partners
South Carolina
$16.8M +$1.35M +16,384 +8%
RBC
92
Roble Belko & Company
Pennsylvania
$16.7M -$3.08M -37,275 -15%
MAS
93
MPWM Advisory Solutions
Georgia
$16.5M +$384K +4,655 +2%
PFA
94
Pure Financial Advisors
California
$16.2M -$351K -4,249 -2%
HAS
95
HBW Advisory Services
California
$16M +$115K +1,395 +0.7%
FDW
96
Fourth Dimension Wealth
Ohio
$15.5M +$1.34M +16,169 +9%
SCA
97
Snowden Capital Advisors
New York
$14.9M +$282K +3,418 +2%
AC
98
AlphaCore Capital
California
$14.9M -$1.78M -21,540 -10%
MW
99
Mueller Wealth
Wisconsin
$14.8M -$232K -2,807 -1%
FWI
100
Facet Wealth Inc
Maryland
$14.4M +$646K +7,818 +4%