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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 reducing their positions, and 34 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 funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
151
Delap Wealth Advisory
Oregon
$6.74M
PWG
152
Private Wealth Group
Florida
$6.74M
EA
153
Eclectic Associates
California
$6.71M
LFG
154
Larson Financial Group
Missouri
$6.66M
SC
155
Savant Capital
Illinois
$6.64M
IC
156
IEQ Capital
California
$6.62M
PWA
157
Principia Wealth Advisory
Texas
$6.56M
CSP
158
Cary Street Partners
Virginia
$6.5M
PFG
159
PAX Financial Group
Texas
$6.45M
BDF
160
Black Diamond Financial
Maryland
$6.45M
RC
161
Roundview Capital
New Jersey
$6.34M
TFP
162
TrueWealth Financial Partners
Washington
$6.31M
JSL
163
JT Stratford LLC
Georgia
$6.31M
BMWS
164
Brady Martz Wealth Solutions
North Dakota
$6.28M
TBF
165
True Blue Financial
Michigan
$6.21M
FHA
166
Flagship Harbor Advisors
Massachusetts
$5.85M
Jones Financial Companies
167
Jones Financial Companies
Missouri
$5.82M
VAF
168
Values Added Financial
District of Columbia
$5.69M
LCGC
169
Legacy Capital Group California
California
$5.69M
IWM
170
IHT Wealth Management
Illinois
$5.59M
KAS
171
Kestra Advisory Services
Texas
$5.58M
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$5.46M
AAA
173
Andrews Advisory Associates
Hawaii
$5.43M
QCM
174
Quantinno Capital Management
New York
$5.41M
GVAG
175
Great Valley Advisor Group
Delaware
$5.38M