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

741 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 733741 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
741
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.13%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$5.39M +$30.7K +372 +0.5%
Corient Private Wealth
177
Corient Private Wealth
Florida
$5.34M -$3.92M -47,428 -41%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$5.32M +$86.3K +1,045 +2%
CA
179
CGN Advisors
Kansas
$5.3M +$578K +6,998 +12%
LHC
180
Little House Capital
Massachusetts
$5.26M -$3.93M -47,580 -42%
BPA
181
Beacon Pointe Advisors
California
$5.22M +$278K +3,360 +5%
LCM
182
LVM Capital Management
Michigan
$5.19M +$132K +1,600 +2%
TWM
183
Trinity Wealth Management
Pennsylvania
$5.07M +$5.29K +64 +0.1%
JSL
184
JT Stratford LLC
Georgia
$4.99M -$1.1M -13,373 -17%
AR
185
Apeiron RIA
Texas
$4.96M +$485K +5,871 +10%
SSWM
186
Sheets Smith Wealth Management
North Carolina
$4.95M +$1.42M +17,149 +38%
AWMS
187
Advocacy Wealth Management Services
Georgia
$4.94M -$1.73K -21 -0%
LCGC
188
Legacy Capital Group California
California
$4.86M -$620K -7,502 -11%
MWM
189
Maridea Wealth Management
New York
$4.84M -$135K -1,629 -3%
NA
190
NewEdge Advisors
Louisiana
$4.77M +$41K +497 +0.8%
MWA
191
Medallion Wealth Advisors
Connecticut
$4.71M +$264K +3,199 +6%
AWM
192
Avior Wealth Management
Nebraska
$4.68M +$483K +5,853 +11%
HI
193
Harbour Investments
Wisconsin
$4.64M -$158K -1,912 -3%
AAA
194
Andrews Advisory Associates
Hawaii
$4.62M -$609K -7,376 -11%
AWM
195
Austin Wealth Management
Texas
$4.62M +$50.1K +607 +1%
CWM
196
Collaborative Wealth Management
Florida
$4.58M -$3.29M -39,877 -41%
TA
197
TKG Advisors
Indiana
$4.56M -$492K -5,956 -9%
CFO
198
Cambient Family Office
Michigan
$4.54M +$954K +11,550 +25%
IWC
199
Integrated Wealth Concepts
Massachusetts
$4.44M +$2.06M +24,884 +80%
WI
200
WBI Investments
New Jersey
$4.36M -$414K -5,014 -8%