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

665 hedge funds and large institutions have $7.46B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 273

Holders
665
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
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LHC
126
Little House Capital
Massachusetts
$9.87M
UCFA
127
United Capital Financial Advisors
Texas
$9.35M
FMP
128
Financial Management Professionals
Texas
$9.16M
CAL
129
Capital Analysts LLC
Pennsylvania
$8.69M
Truist Financial
130
Truist Financial
North Carolina
$8.28M
TWP
131
Tempus Wealth Planning
California
$7.95M
WAAG
132
Wealth Alliance Advisory Group
Kansas
$7.89M
Fidelity Investments
133
Fidelity Investments
Massachusetts
$7.83M
CIG
134
Cascade Investment Group
Colorado
$7.82M
FL
135
FreeGulliver LLC
Louisiana
$7.76M
CWM
136
Collaborative Wealth Management
Florida
$7.72M
BIM
137
Breakwater Investment Management
Washington
$7.62M
SCM
138
Sterneck Capital Management
Missouri
$7.58M
CWM
139
Cabot Wealth Management
Massachusetts
$7.54M
CFS
140
Cannon Financial Strategists
Georgia
$7.06M
LFG
141
Larson Financial Group
Missouri
$6.99M
AF
142
Aldebaran Financial
$6.96M
PFG
143
PAX Financial Group
Texas
$6.93M
AI
144
Atria Investments
North Carolina
$6.92M
MA
145
Mutual Advisors
Nebraska
$6.86M
CGPCS
146
Capital Group Private Client Services
California
$6.85M
SWM
147
SFG Wealth Management
Maryland
$6.84M
ICMP
148
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.81M
IP
149
Isthmus Partners
Wisconsin
$6.76M
SC
150
Savant Capital
Illinois
$6.75M