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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
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
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$7.99M
LFG
127
Larson Financial Group
Missouri
$7.92M
Truist Financial
128
Truist Financial
North Carolina
$7.69M
ECM
129
Exchange Capital Management
Michigan
$7.68M
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$7.42M
AI
131
Atria Investments
North Carolina
$7.41M
TWP
132
Tempus Wealth Planning
California
$7.36M
WAAG
133
Wealth Alliance Advisory Group
Kansas
$7.23M
FL
134
FreeGulliver LLC
Louisiana
$7.21M
CWM
135
Collaborative Wealth Management
Florida
$7.11M
Fidelity Investments
136
Fidelity Investments
Massachusetts
$7.1M
BIM
137
Breakwater Investment Management
Washington
$7.08M
CIG
138
Cascade Investment Group
Colorado
$7.08M
SCM
139
Sterneck Capital Management
Missouri
$6.73M
CWM
140
Cabot Wealth Management
Massachusetts
$6.69M
PFG
141
PAX Financial Group
Texas
$6.62M
MA
142
Mutual Advisors
Nebraska
$6.55M
CFS
143
Cannon Financial Strategists
Georgia
$6.54M
SWM
144
SFG Wealth Management
Maryland
$6.49M
CGPCS
145
Capital Group Private Client Services
California
$6.36M
ATPW
146
Ashton Thomas Private Wealth
Arizona
$6.3M
DWA
147
Delap Wealth Advisory
Oregon
$6.29M
ICMP
148
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.24M
IP
149
Isthmus Partners
Wisconsin
$6.21M
CSP
150
Cary Street Partners
Virginia
$6.17M