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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
GLA
101
Great Lakes Advisors
Illinois
$14.3M -$560K -6,785 -4%
IWP
102
IAG Wealth Partners
Wisconsin
$14M -$314K -3,804 -2%
CA
103
Clearstead Advisors
Ohio
$13.7M +$13M +157,771 +1,030%
CFG
104
Cornerstone Financial Group
Nebraska
$13.6M +$752K +9,107 +6%
AWA
105
Arete Wealth Advisors
Illinois
$13.5M +$465K +5,629 +3%
B
106
Bensler
Washington
$13.5M +$233K +2,826 +2%
Goldman Sachs
107
Goldman Sachs
New York
$13.3M +$616K +7,454 +5%
APWA
108
Atlas Private Wealth Advisors
New Jersey
$13.2M +$1.75M +21,218 +15%
EIM
109
Ervin Investment Management
Washington
$13.1M +$335K +4,051 +3%
SIA
110
Strategic Investment Advisors
Michigan
$12.7M +$8.38M +101,418 +172%
XF
111
XML Financial
Maryland
$12.7M +$168K +2,039 +1%
RHP
112
Royal Harbor Partners
Texas
$12.5M -$5.89M -71,369 -31%
PS
113
Portfolio Strategies
New York
$12.3M -$101K -1,227 -0.8%
Lido Advisors
114
Lido Advisors
California
$12.1M +$1.53M +18,553 +14%
FFA
115
Farther Finance Advisors
California
$12.1M -$1.03M -12,421 -8%
EA
116
Eclectic Associates
California
$11.8M +$5.65M +68,447 +84%
SPA
117
Sentinel Pension Advisors
Massachusetts
$11.5M -$241K -2,913 -2%
UBS Group
118
UBS Group
Switzerland
$11.5M -$268K -3,240 -2%
TCM
119
TD Capital Management
Tennessee
$11.4M +$327K +3,962 +3%
EK
120
Evensky & Katz
Florida
$11.2M -$512K -6,204 -4%
SPWM
121
Spartan Planning & Wealth Management
North Carolina
$11.1M -$5.92M -71,697 -34%
GSC
122
G&S Capital
Colorado
$11.1M -$1.03M -12,515 -8%
VAG
123
VisionPoint Advisory Group
Texas
$11.1M -$6.7M -81,137 -37%
MWM
124
M3 Wealth Management
Ohio
$10.9M +$815K +9,866 +8%
BL
125
Balentine LLC
Georgia
$10.9M -$297K -3,599 -3%