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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

654 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 227 increasing their positions, 253 reducing their positions, and 33 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 ownership

Funds ownership:

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

10% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 253

Holders
654
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
101
Fourth Dimension Wealth
Ohio
$12.6M
SPA
102
Sentinel Pension Advisors
Massachusetts
$12.2M
PWA
103
Principia Wealth Advisory
Texas
$12.2M
EIM
104
Ervin Investment Management
Washington
$12.2M
B
105
Bensler
Washington
$11.5M
XF
106
XML Financial
Maryland
$11.4M
EK
107
Evensky & Katz
Florida
$11.4M
GSC
108
G&S Capital
Colorado
$11.4M
BL
109
Balentine LLC
Georgia
$11.3M
Goldman Sachs
110
Goldman Sachs
New York
$11.3M
IRC
111
Investors Research Corp
Georgia
$10.8M
SIAS
112
Summit Investment Advisory Services
Minnesota
$10.8M
RCS
113
Retirement Capital Strategies
California
$10.5M
Two Sigma Investments
114
Two Sigma Investments
New York
$10.4M
BFG
115
Beacon Financial Group
Texas
$10.2M
CFG
116
Cornerstone Financial Group
Nebraska
$10.1M
IF
117
IRON Financial
Illinois
$9.85M
FDS
118
Freedom Day Solutions
Texas
$9.49M
UBS Group
119
UBS Group
Switzerland
$9.45M
WWM
120
Western Wealth Management
Colorado
$9.44M
RFN
121
Redwood Financial Network
Ohio
$9.37M
UCFA
122
United Capital Financial Advisors
Texas
$9M
LHC
123
Little House Capital
Massachusetts
$8.92M
GRP
124
Global Retirement Partners
California
$8.91M
TCM
125
TD Capital Management
Tennessee
$8.24M