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

669 hedge funds and large institutions have $7.5B 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, 215 increasing their positions, 273 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.58%63.7% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
WI
176
WBI Investments
New Jersey
$4.93M
HI
177
Harbour Investments
Wisconsin
$4.92M
DI
178
DAGCO Inc
Ohio
$4.91M
BPA
179
Beacon Pointe Advisors
California
$4.77M
AWM
180
Austin Wealth Management
Texas
$4.67M
Corient Private Wealth
181
Corient Private Wealth
Florida
$4.66M
BWA
182
Beam Wealth Advisors
Louisiana
$4.58M
SIA
183
Strategic Investment Advisors
Michigan
$4.58M
PIA
184
Perennial Investment Advisors
California
$4.54M
ASN
185
Advisory Services Network
Georgia
$4.53M
AR
186
Apeiron RIA
Texas
$4.42M
PWA
187
Peterson Wealth Advisors
Utah
$4.34M
HF
188
HRT Financial
New York
$4.28M
NA
189
NewEdge Advisors
Louisiana
$4.18M
Jones Financial Companies
190
Jones Financial Companies
Missouri
$4.16M
AWM
191
Avior Wealth Management
Nebraska
$4.11M
JAG
192
Journey Advisory Group
Kentucky
$4.09M
AO
193
Advisor OS
Illinois
$4.03M
PWM
194
Praetorian Wealth Management
California
$3.99M
MA
195
MJP Associates
Connecticut
$3.98M
KAS
196
Kestra Advisory Services
Texas
$3.87M
IWC
197
Integrated Wealth Concepts
Massachusetts
$3.79M
ACA
198
Aptus Capital Advisors
Alabama
$3.77M
BOH
199
Bank of Hawaii
Hawaii
$3.76M
IPA
200
Investment Planning Advisors
Georgia
$3.7M