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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
AC
76
AlphaCore Capital
California
$20.9M -$527K -6,786 -3%
JCM
77
Jacobi Capital Management
Pennsylvania
$20.8M -$6.42M -82,575 -24%
Mariner
78
Mariner
Kansas
$20.7M +$1.09M +14,079 +6%
CFGSD
79
Compass Financial Group (South Dakota)
South Dakota
$20.2M -$342K -4,396 -2%
AAS
80
Annex Advisory Services
Wisconsin
$20.2M -$357K -4,599 -2%
PA
81
Parallel Advisors
California
$19.6M -$494K -6,352 -3%
AIA
82
AssuredPartners Investment Advisors
Florida
$19.3M +$812K +10,451 +5%
VAG
83
VisionPoint Advisory Group
Texas
$18.6M -$552K -7,108 -3%
RHP
84
Royal Harbor Partners
Texas
$18.5M -$680K -8,751 -4%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$17.5M +$9.17M +118,054 +119%
FPAS
86
Focus Partners Advisor Solutions
Missouri
$17.2M -$7.13M -91,786 -30%
PFA
87
Pure Financial Advisors
California
$17.2M -$822K -10,579 -5%
HAS
88
HBW Advisory Services
California
$16.3M +$1.49M +19,219 +10%
SPWM
89
Spartan Planning & Wealth Management
North Carolina
$16.2M +$259K +3,336 +2%
MAS
90
MPWM Advisory Solutions
Georgia
$16.1M +$297K +3,823 +2%
MSAM
91
Moloney Securities Asset Management
Missouri
$15.8M -$1.24M -16,020 -8%
CAGAS
92
Capital Advisory Group Advisory Services
Minnesota
$15.7M -$111K -1,430 -0.7%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$15.2M -$495K -6,366 -3%
GLA
94
Great Lakes Advisors
Illinois
$15.2M -$143K -1,837 -1%
FWI
95
Facet Wealth Inc
Maryland
$15.1M -$408K -5,255 -3%
IWP
96
IAG Wealth Partners
Wisconsin
$15.1M +$311K +4,000 +2%
CPP
97
Capasso Planning Partners
South Carolina
$14.7M +$444K +5,711 +3%
FDW
98
Fourth Dimension Wealth
Ohio
$14.3M +$789K +10,152 +6%
SCA
99
Snowden Capital Advisors
New York
$14.2M +$144K +1,856 +1%
FFA
100
Farther Finance Advisors
California
$13.6M -$4.4M -56,562 -25%