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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
FDS
126
Freedom Day Solutions
Texas
$10.5M
Truist Financial
127
Truist Financial
North Carolina
$10M
Corient Private Wealth
128
Corient Private Wealth
Florida
$9.53M
LHC
129
Little House Capital
Massachusetts
$9.42M
VA
130
VestGen Advisors
Illinois
$9.12M
WWM
131
Western Wealth Management
Colorado
$9.11M
ASN
132
Advisory Services Network
Georgia
$8.68M
Fidelity Investments
133
Fidelity Investments
Massachusetts
$8.68M
UCFA
134
United Capital Financial Advisors
Texas
$8.52M
CWM
135
Cabot Wealth Management
Massachusetts
$8.33M
WAAG
136
Wealth Alliance Advisory Group
Kansas
$8.28M
CAL
137
Capital Analysts LLC
Pennsylvania
$8.21M
AF
138
Aldebaran Financial
$8.18M
CWM
139
Collaborative Wealth Management
Florida
$8.07M
TWP
140
Tempus Wealth Planning
California
$8.06M
SCM
141
Sterneck Capital Management
Missouri
$8.05M
CIG
142
Cascade Investment Group
Colorado
$8.01M
FL
143
FreeGulliver LLC
Louisiana
$7.98M
BIM
144
Breakwater Investment Management
Washington
$7.51M
IP
145
Isthmus Partners
Wisconsin
$7.4M
ICMP
146
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.26M
CFS
147
Cannon Financial Strategists
Georgia
$7.23M
SWM
148
SFG Wealth Management
Maryland
$7.09M
CGPCS
149
Capital Group Private Client Services
California
$7.01M
MA
150
Mutual Advisors
Nebraska
$6.91M