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

672 hedge funds and large institutions have $7.51B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
TD Capital Management
Tennessee
$10.2M +$1.25M +16,041 +15%
LHC
127
Little House Capital
Massachusetts
$9.87M +$253K +3,256 +3%
IFG
128
Independent Financial Group
California
$9.45M +$42.1K +542 +0.5%
UCFA
129
United Capital Financial Advisors
Texas
$9.35M -$330K -4,247 -4%
FMP
130
Financial Management Professionals
Texas
$9.16M +$8.82M +113,557 New
CAL
131
Capital Analysts LLC
Pennsylvania
$8.69M +$86.3K +1,110 +1%
Truist Financial
132
Truist Financial
North Carolina
$8.28M -$2.49K -32 -0%
TWP
133
Tempus Wealth Planning
California
$7.95M +$22.2K +286 +0.3%
WAAG
134
Wealth Alliance Advisory Group
Kansas
$7.89M +$103K +1,321 +1%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$7.83M +$170K +2,188 +2%
CIG
136
Cascade Investment Group
Colorado
$7.82M +$194K +2,497 +3%
FL
137
FreeGulliver LLC
Louisiana
$7.76M -$8.16K -105 -0.1%
CWM
138
Collaborative Wealth Management
Florida
$7.72M +$57.9K +745 +0.8%
BIM
139
Breakwater Investment Management
Washington
$7.62M
SCM
140
Sterneck Capital Management
Missouri
$7.58M +$321K +4,128 +5%
CWM
141
Cabot Wealth Management
Massachusetts
$7.54M +$327K +4,213 +5%
PWA
142
Principia Wealth Advisory
Texas
$7.41M -$5.53M -71,110 -44%
CFS
143
Cannon Financial Strategists
Georgia
$7.06M +$14.9K +192 +0.2%
LFG
144
Larson Financial Group
Missouri
$6.99M -$1.48M -19,006 -18%
AF
145
Aldebaran Financial
$6.96M +$1.03M +13,285 +18%
PFG
146
PAX Financial Group
Texas
$6.93M -$190K -2,448 -3%
AI
147
Atria Investments
North Carolina
$6.92M -$1.02M -13,170 -13%
MA
148
Mutual Advisors
Nebraska
$6.86M -$39.5K -508 -0.6%
CGPCS
149
Capital Group Private Client Services
California
$6.85M
SWM
150
SFG Wealth Management
Maryland
$6.84M -$143K -1,843 -2%