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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
126
Redwood Financial Network
Ohio
$10.5M +$50.2K +614 +0.5%
BFG
127
Beacon Financial Group
Texas
$10.5M -$327K -3,993 -3%
FDS
128
Freedom Day Solutions
Texas
$10.5M -$95.2K -1,164 -0.9%
Truist Financial
129
Truist Financial
North Carolina
$10M +$1.55M +18,902 +18%
IFG
130
Independent Financial Group
California
$9.73M +$62.1K +759 +0.6%
Corient Private Wealth
131
Corient Private Wealth
Florida
$9.53M +$4.71M +57,596 +100%
LHC
132
Little House Capital
Massachusetts
$9.42M -$676K -8,262 -7%
VA
133
VestGen Advisors
Illinois
$9.12M -$29.1M -356,264 -76%
WWM
134
Western Wealth Management
Colorado
$9.11M -$2.21M -27,010 -20%
ASN
135
Advisory Services Network
Georgia
$8.68M +$4.02M +49,116 +88%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$8.68M +$668K +8,170 +8%
UCFA
137
United Capital Financial Advisors
Texas
$8.52M -$1.03M -12,656 -11%
CWM
138
Cabot Wealth Management
Massachusetts
$8.33M +$611K +7,474 +8%
WAAG
139
Wealth Alliance Advisory Group
Kansas
$8.28M +$205K +2,504 +3%
CAL
140
Capital Analysts LLC
Pennsylvania
$8.21M -$674K -8,246 -8%
AF
141
Aldebaran Financial
$8.18M +$996K +12,184 +14%
CWM
142
Collaborative Wealth Management
Florida
$8.07M +$174K +2,132 +2%
TWP
143
Tempus Wealth Planning
California
$8.06M -$72K -880 -0.9%
SCM
144
Sterneck Capital Management
Missouri
$8.05M +$291K +3,564 +4%
CIG
145
Cascade Investment Group
Colorado
$8.01M +$6.38K +78 +0.1%
FL
146
FreeGulliver LLC
Louisiana
$7.98M +$42.6K +521 +0.5%
BIM
147
Breakwater Investment Management
Washington
$7.51M -$286K -3,494 -4%
IP
148
Isthmus Partners
Wisconsin
$7.4M +$472K +5,774 +7%
ICMP
149
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.26M +$285K +3,480 +4%
CFS
150
Cannon Financial Strategists
Georgia
$7.23M +$9.98K +122 +0.1%