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

741 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 733741 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
741
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.13%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
151
Isthmus Partners
Wisconsin
$7.52M +$449K +5,435 +6%
ASN
152
Advisory Services Network
Georgia
$7.39M -$977K -11,829 -11%
BIM
153
Breakwater Investment Management
Washington
$7.33M +$143K +1,736 +2%
KAS
154
Kestra Advisory Services
Texas
$7.09M +$1.82M +22,084 +33%
PWG
155
Private Wealth Group
Florida
$6.93M +$493K +5,974 +7%
SWM
156
SFG Wealth Management
Maryland
$6.82M +$24.2K +293 +0.3%
MA
157
Mutual Advisors
Nebraska
$6.79M +$176K +2,134 +3%
WAAG
158
Wealth Alliance Advisory Group
Kansas
$6.73M -$1.26M -15,240 -15%
CGPCS
159
Capital Group Private Client Services
California
$6.71M
ICMP
160
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.65M -$319K -3,863 -4%
TBF
161
True Blue Financial
Michigan
$6.58M +$656K +7,939 +11%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$6.5M -$65.1K -788 -0.9%
DWA
163
Delap Wealth Advisory
Oregon
$6.43M -$29.4K -356 -0.4%
AI
164
Atria Investments
North Carolina
$6.4M -$192K -2,330 -3%
FHA
165
Flagship Harbor Advisors
Massachusetts
$6.24M +$661K +8,001 +11%
RC
166
Roundview Capital
New Jersey
$6.2M +$134K +1,627 +2%
SC
167
Savant Capital
Illinois
$6.2M -$176K -2,128 -3%
HighTower Advisors
168
HighTower Advisors
Illinois
$6.05M +$1.08M +13,030 +21%
BMWS
169
Brady Martz Wealth Solutions
North Dakota
$6.01M
Jones Financial Companies
170
Jones Financial Companies
Missouri
$5.99M +$571K +6,918 +10%
CSP
171
Cary Street Partners
Virginia
$5.9M -$341K -4,134 -5%
PFG
172
PAX Financial Group
Texas
$5.86M -$338K -4,091 -5%
Two Sigma Investments
173
Two Sigma Investments
New York
$5.84M +$3.59M +43,500 +143%
LFG
174
Larson Financial Group
Missouri
$5.46M -$959K -11,616 -14%
VAF
175
Values Added Financial
District of Columbia
$5.42M -$29.8K -361 -0.5%