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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
BAG
76
Bridgewealth Advisory Group
California
$21.8M +$439K +5,371 +2%
ZF
77
Zhang Financial
Michigan
$21.8M -$267K -3,271 -1%
BCMIO
78
Beacon Capital Management Inc (Ohio)
Ohio
$21.3M -$9.46M -115,702 -31%
RBC
79
Roble Belko & Company
Pennsylvania
$20.5M -$4.26M -52,118 -17%
AIA
80
AssuredPartners Investment Advisors
Florida
$20.2M +$498K +6,094 +3%
CFGSD
81
Compass Financial Group (South Dakota)
South Dakota
$20.2M -$426K -5,210 -2%
AAS
82
Annex Advisory Services
Wisconsin
$20.2M -$467K -5,714 -2%
PA
83
Parallel Advisors
California
$19.6M -$417K -5,101 -2%
RHP
84
Royal Harbor Partners
Texas
$19M +$87.9K +1,075 +0.5%
Mariner
85
Mariner
Kansas
$18.7M -$2.39M -29,236 -11%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$18.7M -$4.88M -59,714 -21%
VAG
87
VisionPoint Advisory Group
Texas
$18.2M -$758K -9,271 -4%
SPWM
88
Spartan Planning & Wealth Management
North Carolina
$17.5M +$863K +10,549 +5%
AC
89
AlphaCore Capital
California
$17.3M -$4.05M -49,502 -19%
PFA
90
Pure Financial Advisors
California
$17.3M -$256K -3,132 -1%
MAS
91
MPWM Advisory Solutions
Georgia
$16.8M +$375K +4,591 +2%
HAS
92
HBW Advisory Services
California
$16.6M -$88.8K -1,086 -0.5%
WCG
93
Wall Capital Group
Arizona
$16.3M +$16.1M +197,315 New
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$16.2M +$123K +1,510 +0.8%
CPP
95
Capasso Planning Partners
South Carolina
$16.2M +$1.17M +14,347 +8%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$15.7M +$165K +2,013 +1%
MW
97
Mueller Wealth
Wisconsin
$15.6M +$15.5M +189,611 New
GLA
98
Great Lakes Advisors
Illinois
$15.4M -$91.8K -1,123 -0.6%
SCA
99
Snowden Capital Advisors
New York
$15.3M +$708K +8,660 +5%
IWP
100
IAG Wealth Partners
Wisconsin
$14.9M -$558K -6,828 -4%