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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
FWI
101
Facet Wealth Inc
Maryland
$14.6M
B
102
Bensler
Washington
$13.9M
AWA
103
Arete Wealth Advisors
Illinois
$13.7M
FFA
104
Farther Finance Advisors
California
$13.6M
EIM
105
Ervin Investment Management
Washington
$13.3M
Goldman Sachs
106
Goldman Sachs
New York
$13.3M
XF
107
XML Financial
Maryland
$13M
PS
108
Portfolio Strategies
New York
$12.9M
GWP
109
Gateway Wealth Partners
Wisconsin
$12.6M
GSC
110
G&S Capital
Colorado
$12.6M
SIAS
111
Summit Investment Advisory Services
Minnesota
$12.5M
UBS Group
112
UBS Group
Switzerland
$12.2M
SPA
113
Sentinel Pension Advisors
Massachusetts
$12.2M
EK
114
Evensky & Katz
Florida
$12.2M
CFG
115
Cornerstone Financial Group
Nebraska
$12.1M
APWA
116
Atlas Private Wealth Advisors
New Jersey
$12M
IRC
117
Investors Research Corp
Georgia
$11.6M
BL
118
Balentine LLC
Georgia
$11.6M
TCM
119
TD Capital Management
Tennessee
$11.6M
GRP
120
Global Retirement Partners
California
$11.5M
RCS
121
Retirement Capital Strategies
California
$11.1M
Lido Advisors
122
Lido Advisors
California
$11.1M
IF
123
IRON Financial
Illinois
$10.6M
RFN
124
Redwood Financial Network
Ohio
$10.5M
FDS
125
Freedom Day Solutions
Texas
$10.5M