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

672 hedge funds and large institutions have $7.51B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CGN Advisors
Kansas
$4.96M +$137K +1,762 +3%
WI
177
WBI Investments
New Jersey
$4.93M -$233K -3,001 -5%
HI
178
Harbour Investments
Wisconsin
$4.92M +$369K +4,746 +8%
DI
179
DAGCO Inc
Ohio
$4.91M +$52.6K +677 +1%
BPA
180
Beacon Pointe Advisors
California
$4.77M +$2.65M +34,096 +136%
AWM
181
Austin Wealth Management
Texas
$4.67M -$227K -2,923 -5%
Corient Private Wealth
182
Corient Private Wealth
Florida
$4.66M +$15.4K +198 +0.3%
BWA
183
Beam Wealth Advisors
Louisiana
$4.58M -$646K -8,319 -13%
SIA
184
Strategic Investment Advisors
Michigan
$4.58M +$3.06M +39,411 New
PIA
185
Perennial Investment Advisors
California
$4.54M -$284K -3,653 -6%
ASN
186
Advisory Services Network
Georgia
$4.53M -$205K -2,644 -4%
AR
187
Apeiron RIA
Texas
$4.42M -$41K -527 -0.9%
PWA
188
Peterson Wealth Advisors
Utah
$4.34M -$314K -4,038 -7%
HF
189
HRT Financial
New York
$4.28M +$4.12M +53,068 New
MWA
190
Medallion Wealth Advisors
Connecticut
$4.27M +$330K +4,252 +9%
NA
191
NewEdge Advisors
Louisiana
$4.18M +$381K +4,897 +10%
Jones Financial Companies
192
Jones Financial Companies
Missouri
$4.16M +$961K +12,371 +31%
AWM
193
Avior Wealth Management
Nebraska
$4.11M +$33.3K +428 +0.8%
JAG
194
Journey Advisory Group
Kentucky
$4.09M -$152K -1,959 -4%
AO
195
Advisor OS
Illinois
$4.03M +$278K +3,579 +8%
PWM
196
Praetorian Wealth Management
California
$3.99M -$387K -4,986 -9%
MA
197
MJP Associates
Connecticut
$3.98M +$274K +3,520 +8%
KAS
198
Kestra Advisory Services
Texas
$3.87M +$112K +1,443 +3%
IWC
199
Integrated Wealth Concepts
Massachusetts
$3.79M -$157K -2,020 -4%
ACA
200
Aptus Capital Advisors
Alabama
$3.77M -$211K -2,717 -5%