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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
AI
151
Atria Investments
North Carolina
$6.87M
ATPW
152
Ashton Thomas Private Wealth
Arizona
$6.85M
DWA
153
Delap Wealth Advisory
Oregon
$6.74M
PWG
154
Private Wealth Group
Florida
$6.74M
EA
155
Eclectic Associates
California
$6.71M
LFG
156
Larson Financial Group
Missouri
$6.66M
SC
157
Savant Capital
Illinois
$6.64M
IC
158
IEQ Capital
California
$6.62M
PWA
159
Principia Wealth Advisory
Texas
$6.56M
CSP
160
Cary Street Partners
Virginia
$6.5M
PFG
161
PAX Financial Group
Texas
$6.45M
BDF
162
Black Diamond Financial
Maryland
$6.45M
RC
163
Roundview Capital
New Jersey
$6.34M
TFP
164
TrueWealth Financial Partners
Washington
$6.31M
JSL
165
JT Stratford LLC
Georgia
$6.31M
BMWS
166
Brady Martz Wealth Solutions
North Dakota
$6.28M
TBF
167
True Blue Financial
Michigan
$6.21M
FHA
168
Flagship Harbor Advisors
Massachusetts
$5.85M
Jones Financial Companies
169
Jones Financial Companies
Missouri
$5.82M
VAF
170
Values Added Financial
District of Columbia
$5.69M
LCGC
171
Legacy Capital Group California
California
$5.69M
IWM
172
IHT Wealth Management
Illinois
$5.59M
KAS
173
Kestra Advisory Services
Texas
$5.58M
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$5.46M
AAA
175
Andrews Advisory Associates
Hawaii
$5.43M