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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 reducing their positions, and 34 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 funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$10M
LHC
127
Little House Capital
Massachusetts
$9.42M
VA
128
VestGen Advisors
Illinois
$9.12M
WWM
129
Western Wealth Management
Colorado
$9.11M
ASN
130
Advisory Services Network
Georgia
$8.68M
Fidelity Investments
131
Fidelity Investments
Massachusetts
$8.68M
UCFA
132
United Capital Financial Advisors
Texas
$8.52M
CWM
133
Cabot Wealth Management
Massachusetts
$8.33M
WAAG
134
Wealth Alliance Advisory Group
Kansas
$8.28M
CAL
135
Capital Analysts LLC
Pennsylvania
$8.21M
AF
136
Aldebaran Financial
$8.18M
CWM
137
Collaborative Wealth Management
Florida
$8.07M
TWP
138
Tempus Wealth Planning
California
$8.06M
SCM
139
Sterneck Capital Management
Missouri
$8.05M
CIG
140
Cascade Investment Group
Colorado
$8.01M
FL
141
FreeGulliver LLC
Louisiana
$7.98M
BIM
142
Breakwater Investment Management
Washington
$7.51M
IP
143
Isthmus Partners
Wisconsin
$7.4M
ICMP
144
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.26M
CFS
145
Cannon Financial Strategists
Georgia
$7.23M
SWM
146
SFG Wealth Management
Maryland
$7.09M
CGPCS
147
Capital Group Private Client Services
California
$7.01M
MA
148
Mutual Advisors
Nebraska
$6.91M
AI
149
Atria Investments
North Carolina
$6.87M
ATPW
150
Ashton Thomas Private Wealth
Arizona
$6.85M