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

741 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 733741 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
741
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.13%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$10.7M -$17.5M -211,809 -61%
RCS
127
Retirement Capital Strategies
California
$10.5M -$133K -1,612 -1%
IRC
128
Investors Research Corp
Georgia
$10.4M -$763K -9,243 -7%
RFN
129
Redwood Financial Network
Ohio
$10.2M +$130K +1,574 +1%
CWM
130
Cabot Wealth Management
Massachusetts
$10.2M +$2.3M +27,897 +28%
IF
131
IRON Financial
Illinois
$10.2M +$9.17K +111 +0.1%
WWM
132
Western Wealth Management
Colorado
$10.1M +$1.44M +17,485 +16%
BFG
133
Beacon Financial Group
Texas
$10M -$44.8K -543 -0.4%
FDS
134
Freedom Day Solutions
Texas
$9.83M -$194K -2,344 -2%
QCM
135
Quantinno Capital Management
New York
$9.7M +$4.71M +57,051 +87%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$9.58M -$5.75M -69,661 -37%
SIAS
137
Summit Investment Advisory Services
Minnesota
$9.37M -$2.74M -33,118 -22%
IFG
138
Independent Financial Group
California
$9.36M +$41.5K +502 +0.4%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$9.3M +$1.02M +12,370 +12%
VA
140
VestGen Advisors
Illinois
$8.9M -$917K -11,107 -10%
ETC
141
Exchange Traded Concepts
Oklahoma
$8.71M +$9.09M +110,119 +110,119%
AF
142
Aldebaran Financial
$8.25M +$485K +5,870 +6%
SCM
143
Sterneck Capital Management
Missouri
$8.08M +$384K +4,655 +5%
Jane Street
144
Jane Street
New York
$7.97M +$7.39M +89,441 +789%
CIG
145
Cascade Investment Group
Colorado
$7.93M +$264K +3,192 +3%
CAL
146
Capital Analysts LLC
Pennsylvania
$7.82M -$55.9K -677 -0.7%
FL
147
FreeGulliver LLC
Louisiana
$7.79M +$155K +1,880 +2%
UCFA
148
United Capital Financial Advisors
Texas
$7.73M -$460K -5,568 -5%
TWP
149
Tempus Wealth Planning
California
$7.63M -$92.6K -1,121 -1%
CFS
150
Cannon Financial Strategists
Georgia
$7.62M +$721K +8,727 +10%