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

669 hedge funds and large institutions have $7.5B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 215 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
IP
151
Isthmus Partners
Wisconsin
$6.76M
SC
152
Savant Capital
Illinois
$6.75M
DWA
153
Delap Wealth Advisory
Oregon
$6.75M
ATPW
154
Ashton Thomas Private Wealth
Arizona
$6.67M
CSP
155
Cary Street Partners
Virginia
$6.47M
IC
156
IEQ Capital
California
$6.43M
BDF
157
Black Diamond Financial
Maryland
$6.42M
PWG
158
Private Wealth Group
Florida
$6.21M
RC
159
Roundview Capital
New Jersey
$6.18M
BMWS
160
Brady Martz Wealth Solutions
North Dakota
$6.16M
JSL
161
JT Stratford LLC
Georgia
$6.09M
Citadel Advisors
162
Citadel Advisors
Florida
$6.06M
FHA
163
Flagship Harbor Advisors
Massachusetts
$5.83M
LCGC
164
Legacy Capital Group California
California
$5.79M
VAF
165
Values Added Financial
District of Columbia
$5.58M
HighTower Advisors
166
HighTower Advisors
Illinois
$5.53M
GVAG
167
Great Valley Advisor Group
Delaware
$5.47M
IWM
168
IHT Wealth Management
Illinois
$5.44M
MWM
169
Maridea Wealth Management
New York
$5.26M
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$5.24M
TA
171
TKG Advisors
Indiana
$5.23M
TWM
172
Trinity Wealth Management
Pennsylvania
$5.19M
AWMS
173
Advocacy Wealth Management Services
Georgia
$5.04M
LCM
174
LVM Capital Management
Michigan
$4.97M
CA
175
CGN Advisors
Kansas
$4.96M