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

665 hedge funds and large institutions have $7.46B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 273

Holders
665
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
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
151
Delap Wealth Advisory
Oregon
$6.75M
ATPW
152
Ashton Thomas Private Wealth
Arizona
$6.67M
CSP
153
Cary Street Partners
Virginia
$6.47M
IC
154
IEQ Capital
California
$6.43M
BDF
155
Black Diamond Financial
Maryland
$6.42M
PWG
156
Private Wealth Group
Florida
$6.21M
RC
157
Roundview Capital
New Jersey
$6.18M
BMWS
158
Brady Martz Wealth Solutions
North Dakota
$6.16M
JSL
159
JT Stratford LLC
Georgia
$6.09M
Citadel Advisors
160
Citadel Advisors
Florida
$6.06M
FHA
161
Flagship Harbor Advisors
Massachusetts
$5.83M
LCGC
162
Legacy Capital Group California
California
$5.79M
VAF
163
Values Added Financial
District of Columbia
$5.58M
HighTower Advisors
164
HighTower Advisors
Illinois
$5.53M
GVAG
165
Great Valley Advisor Group
Delaware
$5.47M
IWM
166
IHT Wealth Management
Illinois
$5.44M
MWM
167
Maridea Wealth Management
New York
$5.26M
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$5.24M
TA
169
TKG Advisors
Indiana
$5.23M
TWM
170
Trinity Wealth Management
Pennsylvania
$5.19M
AWMS
171
Advocacy Wealth Management Services
Georgia
$5.04M
LCM
172
LVM Capital Management
Michigan
$4.97M
CA
173
CGN Advisors
Kansas
$4.96M
WI
174
WBI Investments
New Jersey
$4.93M
HI
175
Harbour Investments
Wisconsin
$4.92M