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

661 hedge funds and large institutions have $7.38B 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, 212 increasing their positions, 271 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: 212 | Existing positions reduced: 271

Holders
661
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
BPA
176
Beacon Pointe Advisors
California
$4.77M
AWM
177
Austin Wealth Management
Texas
$4.67M
Corient Private Wealth
178
Corient Private Wealth
Florida
$4.66M
BWA
179
Beam Wealth Advisors
Louisiana
$4.58M
SIA
180
Strategic Investment Advisors
Michigan
$4.58M
PIA
181
Perennial Investment Advisors
California
$4.54M
ASN
182
Advisory Services Network
Georgia
$4.53M
AR
183
Apeiron RIA
Texas
$4.42M
PWA
184
Peterson Wealth Advisors
Utah
$4.34M
HF
185
HRT Financial
New York
$4.28M
NA
186
NewEdge Advisors
Louisiana
$4.18M
Jones Financial Companies
187
Jones Financial Companies
Missouri
$4.16M
AWM
188
Avior Wealth Management
Nebraska
$4.11M
JAG
189
Journey Advisory Group
Kentucky
$4.09M
AO
190
Advisor OS
Illinois
$4.03M
PWM
191
Praetorian Wealth Management
California
$3.99M
MA
192
MJP Associates
Connecticut
$3.98M
KAS
193
Kestra Advisory Services
Texas
$3.87M
IWC
194
Integrated Wealth Concepts
Massachusetts
$3.79M
ACA
195
Aptus Capital Advisors
Alabama
$3.77M
BOH
196
Bank of Hawaii
Hawaii
$3.76M
IPA
197
Investment Planning Advisors
Georgia
$3.7M
SSWM
198
Sheets Smith Wealth Management
North Carolina
$3.6M
PTC
199
Private Trust Company
Ohio
$3.56M
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$3.55M