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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
AWA
101
Arete Wealth Advisors
Illinois
$13.2M -$451K -5,800 -3%
Goldman Sachs
102
Goldman Sachs
New York
$13.1M +$909K +11,703 +8%
EIM
103
Ervin Investment Management
Washington
$13M -$135K -1,734 -1%
B
104
Bensler
Washington
$12.9M +$496K +6,385 +4%
PS
105
Portfolio Strategies
New York
$12.6M -$12.7M -163,679 -51%
XF
106
XML Financial
Maryland
$12.5M +$216K +2,780 +2%
SPA
107
Sentinel Pension Advisors
Massachusetts
$12.3M -$802K -10,319 -6%
EK
108
Evensky & Katz
Florida
$12.1M -$175K -2,252 -1%
GSC
109
G&S Capital
Colorado
$12.1M -$199K -2,566 -2%
Two Sigma Investments
110
Two Sigma Investments
New York
$12M +$769K +9,900 +7%
BL
111
Balentine LLC
Georgia
$12M -$175K -2,250 -1%
SIAS
112
Summit Investment Advisory Services
Minnesota
$11.7M +$132K +1,698 +1%
IRC
113
Investors Research Corp
Georgia
$11.5M -$81.2K -1,045 -0.7%
CFG
114
Cornerstone Financial Group
Nebraska
$11.3M +$458K +5,890 +4%
WWM
115
Western Wealth Management
Colorado
$11.1M +$889K +11,434 +9%
GWP
116
Gateway Wealth Partners
Wisconsin
$11M +$7.05M +90,710 +201%
RCS
117
Retirement Capital Strategies
California
$10.9M -$392K -5,048 -4%
GRP
118
Global Retirement Partners
California
$10.8M +$1.2M +15,433 +13%
Lido Advisors
119
Lido Advisors
California
$10.7M +$8.39M +107,903 +432%
IF
120
IRON Financial
Illinois
$10.6M -$4.74K -61 -0%
UBS Group
121
UBS Group
Switzerland
$10.6M +$395K +5,083 +4%
BFG
122
Beacon Financial Group
Texas
$10.6M -$385K -4,960 -4%
APWA
123
Atlas Private Wealth Advisors
New Jersey
$10.5M -$6.6M -84,898 -40%
FDS
124
Freedom Day Solutions
Texas
$10.3M +$86.8K +1,117 +0.9%
RFN
125
Redwood Financial Network
Ohio
$10.2M +$140K +1,803 +1%