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

669 hedge funds and large institutions have $7.5B 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, 215 increasing their positions, 273 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
TCM
126
TD Capital Management
Tennessee
$10.2M
LHC
127
Little House Capital
Massachusetts
$9.87M
UCFA
128
United Capital Financial Advisors
Texas
$9.35M
FMP
129
Financial Management Professionals
Texas
$9.16M
CAL
130
Capital Analysts LLC
Pennsylvania
$8.69M
Truist Financial
131
Truist Financial
North Carolina
$8.28M
TWP
132
Tempus Wealth Planning
California
$7.95M
WAAG
133
Wealth Alliance Advisory Group
Kansas
$7.89M
Fidelity Investments
134
Fidelity Investments
Massachusetts
$7.83M
CIG
135
Cascade Investment Group
Colorado
$7.82M
FL
136
FreeGulliver LLC
Louisiana
$7.76M
CWM
137
Collaborative Wealth Management
Florida
$7.72M
BIM
138
Breakwater Investment Management
Washington
$7.62M
SCM
139
Sterneck Capital Management
Missouri
$7.58M
CWM
140
Cabot Wealth Management
Massachusetts
$7.54M
PWA
141
Principia Wealth Advisory
Texas
$7.41M
CFS
142
Cannon Financial Strategists
Georgia
$7.06M
LFG
143
Larson Financial Group
Missouri
$6.99M
AF
144
Aldebaran Financial
$6.96M
PFG
145
PAX Financial Group
Texas
$6.93M
AI
146
Atria Investments
North Carolina
$6.92M
MA
147
Mutual Advisors
Nebraska
$6.86M
CGPCS
148
Capital Group Private Client Services
California
$6.85M
SWM
149
SFG Wealth Management
Maryland
$6.84M
ICMP
150
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.81M