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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
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
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Savant Capital
Illinois
$6.08M
BMWS
152
Brady Martz Wealth Solutions
North Dakota
$5.81M
RC
153
Roundview Capital
New Jersey
$5.7M
FHA
154
Flagship Harbor Advisors
Massachusetts
$5.7M
JSL
155
JT Stratford LLC
Georgia
$5.54M
PWG
156
Private Wealth Group
Florida
$5.47M
AF
157
Aldebaran Financial
$5.47M
LCGC
158
Legacy Capital Group California
California
$5.45M
VAF
159
Values Added Financial
District of Columbia
$5.24M
TA
160
TKG Advisors
Indiana
$5.16M
HighTower Advisors
161
HighTower Advisors
Illinois
$5.09M
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$5.06M
TWM
163
Trinity Wealth Management
Pennsylvania
$5.05M
BWA
164
Beam Wealth Advisors
Louisiana
$4.88M
WI
165
WBI Investments
New Jersey
$4.81M
MWM
166
Maridea Wealth Management
New York
$4.79M
AWMS
167
Advocacy Wealth Management Services
Georgia
$4.68M
AWM
168
Austin Wealth Management
Texas
$4.65M
GVAG
169
Great Valley Advisor Group
Delaware
$4.52M
LCM
170
LVM Capital Management
Michigan
$4.52M
DI
171
DAGCO Inc
Ohio
$4.51M
ASN
172
Advisory Services Network
Georgia
$4.5M
PIA
173
Perennial Investment Advisors
California
$4.49M
CA
174
CGN Advisors
Kansas
$4.48M
GLA
175
Good Life Advisors
Pennsylvania
$4.47M