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

661 hedge funds and large institutions have $7.38B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 271 reducing their positions, and 27 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:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 271

Holders
661
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
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$9.35M
FMP
127
Financial Management Professionals
Texas
$9.16M
CAL
128
Capital Analysts LLC
Pennsylvania
$8.69M
Truist Financial
129
Truist Financial
North Carolina
$8.28M
TWP
130
Tempus Wealth Planning
California
$7.95M
WAAG
131
Wealth Alliance Advisory Group
Kansas
$7.89M
Fidelity Investments
132
Fidelity Investments
Massachusetts
$7.83M
CIG
133
Cascade Investment Group
Colorado
$7.82M
FL
134
FreeGulliver LLC
Louisiana
$7.76M
CWM
135
Collaborative Wealth Management
Florida
$7.72M
BIM
136
Breakwater Investment Management
Washington
$7.62M
SCM
137
Sterneck Capital Management
Missouri
$7.58M
CWM
138
Cabot Wealth Management
Massachusetts
$7.54M
CFS
139
Cannon Financial Strategists
Georgia
$7.06M
LFG
140
Larson Financial Group
Missouri
$6.99M
AF
141
Aldebaran Financial
$6.96M
PFG
142
PAX Financial Group
Texas
$6.93M
AI
143
Atria Investments
North Carolina
$6.92M
MA
144
Mutual Advisors
Nebraska
$6.86M
CGPCS
145
Capital Group Private Client Services
California
$6.85M
SWM
146
SFG Wealth Management
Maryland
$6.84M
ICMP
147
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.81M
IP
148
Isthmus Partners
Wisconsin
$6.76M
SC
149
Savant Capital
Illinois
$6.75M
DWA
150
Delap Wealth Advisory
Oregon
$6.75M