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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
101
Fourth Dimension Wealth
Ohio
$14.9M +$174K +2,130 +1%
FWI
102
Facet Wealth Inc
Maryland
$14.6M -$1.12M -13,708 -7%
B
103
Bensler
Washington
$13.9M +$684K +8,363 +5%
AWA
104
Arete Wealth Advisors
Illinois
$13.7M +$182K +2,222 +1%
FFA
105
Farther Finance Advisors
California
$13.6M -$309K -3,775 -2%
EIM
106
Ervin Investment Management
Washington
$13.3M +$41.7K +510 +0.3%
Goldman Sachs
107
Goldman Sachs
New York
$13.3M -$74.6K -912 -0.6%
XF
108
XML Financial
Maryland
$13M +$219K +2,675 +2%
PS
109
Portfolio Strategies
New York
$12.9M +$47.6K +582 +0.4%
GWP
110
Gateway Wealth Partners
Wisconsin
$12.6M +$1.4M +17,168 +13%
GSC
111
G&S Capital
Colorado
$12.6M +$224K +2,742 +2%
SIAS
112
Summit Investment Advisory Services
Minnesota
$12.5M +$507K +6,200 +4%
UBS Group
113
UBS Group
Switzerland
$12.2M +$1.41M +17,201 +13%
SPA
114
Sentinel Pension Advisors
Massachusetts
$12.2M -$388K -4,750 -3%
EK
115
Evensky & Katz
Florida
$12.2M -$210K -2,571 -2%
CFG
116
Cornerstone Financial Group
Nebraska
$12.1M +$500K +6,111 +4%
APWA
117
Atlas Private Wealth Advisors
New Jersey
$12M +$1.29M +15,803 +12%
IRC
118
Investors Research Corp
Georgia
$11.6M -$156K -1,909 -1%
BL
119
Balentine LLC
Georgia
$11.6M -$601K -7,349 -5%
TCM
120
TD Capital Management
Tennessee
$11.6M +$1.17M +14,350 +11%
GRP
121
Global Retirement Partners
California
$11.5M +$406K +4,963 +4%
RCS
122
Retirement Capital Strategies
California
$11.1M
Lido Advisors
123
Lido Advisors
California
$11.1M +$170K +2,075 +2%
IF
124
IRON Financial
Illinois
$10.6M -$227K -2,780 -2%
MWM
125
M3 Wealth Management
Ohio
$10.6M +$10.5M +127,969 New