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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
ZF
76
Zhang Financial
Michigan
$21.8M
BCMIO
77
Beacon Capital Management Inc (Ohio)
Ohio
$21.3M
RBC
78
Roble Belko & Company
Pennsylvania
$20.5M
AIA
79
AssuredPartners Investment Advisors
Florida
$20.2M
CFGSD
80
Compass Financial Group (South Dakota)
South Dakota
$20.2M
AAS
81
Annex Advisory Services
Wisconsin
$20.2M
PA
82
Parallel Advisors
California
$19.6M
RHP
83
Royal Harbor Partners
Texas
$19M
Mariner
84
Mariner
Kansas
$18.7M
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$18.7M
VAG
86
VisionPoint Advisory Group
Texas
$18.2M
SPWM
87
Spartan Planning & Wealth Management
North Carolina
$17.5M
AC
88
AlphaCore Capital
California
$17.3M
PFA
89
Pure Financial Advisors
California
$17.3M
MAS
90
MPWM Advisory Solutions
Georgia
$16.8M
HAS
91
HBW Advisory Services
California
$16.6M
WCG
92
Wall Capital Group
Arizona
$16.3M
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$16.2M
CPP
94
Capasso Planning Partners
South Carolina
$16.2M
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$15.7M
MW
96
Mueller Wealth
Wisconsin
$15.6M
GLA
97
Great Lakes Advisors
Illinois
$15.4M
SCA
98
Snowden Capital Advisors
New York
$15.3M
IWP
99
IAG Wealth Partners
Wisconsin
$14.9M
FDW
100
Fourth Dimension Wealth
Ohio
$14.9M