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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SFG Wealth Management
Maryland
$7.09M +$93.4K +1,142 +1%
CGPCS
152
Capital Group Private Client Services
California
$7.01M
MA
153
Mutual Advisors
Nebraska
$6.91M -$46.9K -573 -0.7%
AI
154
Atria Investments
North Carolina
$6.87M -$212K -2,587 -3%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$6.85M +$27.3K +334 +0.4%
DWA
156
Delap Wealth Advisory
Oregon
$6.74M -$137K -1,678 -2%
PWG
157
Private Wealth Group
Florida
$6.74M +$380K +4,650 +6%
EA
158
Eclectic Associates
California
$6.71M +$6.65M +81,334 New
LFG
159
Larson Financial Group
Missouri
$6.66M -$492K -6,023 -7%
SC
160
Savant Capital
Illinois
$6.64M -$157K -1,924 -2%
IC
161
IEQ Capital
California
$6.62M +$40.9K +500 +0.6%
PWA
162
Principia Wealth Advisory
Texas
$6.56M -$1.02M -12,478 -14%
CSP
163
Cary Street Partners
Virginia
$6.5M -$115K -1,406 -2%
PFG
164
PAX Financial Group
Texas
$6.45M -$633K -7,739 -9%
BDF
165
Black Diamond Financial
Maryland
$6.45M -$115K -1,409 -2%
RC
166
Roundview Capital
New Jersey
$6.34M +$17.1K +209 +0.3%
TFP
167
TrueWealth Financial Partners
Washington
$6.31M +$6.26M +76,540 New
JSL
168
JT Stratford LLC
Georgia
$6.31M +$72.3K +884 +1%
BMWS
169
Brady Martz Wealth Solutions
North Dakota
$6.28M -$26.7K -327 -0.4%
TBF
170
True Blue Financial
Michigan
$6.21M +$6.15M +75,258 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$5.85M -$110K -1,342 -2%
Jones Financial Companies
172
Jones Financial Companies
Missouri
$5.82M +$1.52M +18,607 +36%
VAF
173
Values Added Financial
District of Columbia
$5.69M -$21.4K -262 -0.4%
LCGC
174
Legacy Capital Group California
California
$5.69M -$231K -2,824 -4%
IWM
175
IHT Wealth Management
Illinois
$5.59M +$26.2K +321 +0.5%