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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$5.58M +$1.61M +19,666 +41%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$5.46M +$98.8K +1,208 +2%
AAA
178
Andrews Advisory Associates
Hawaii
$5.43M +$5.38M +65,802 New
QCM
179
Quantinno Capital Management
New York
$5.41M +$4.28M +52,348 +395%
GVAG
180
Great Valley Advisor Group
Delaware
$5.38M -$209K -2,562 -4%
LCM
181
LVM Capital Management
Michigan
$5.28M +$197K +2,407 +4%
TWM
182
Trinity Wealth Management
Pennsylvania
$5.28M -$21.2K -259 -0.4%
TA
183
TKG Advisors
Indiana
$5.24M -$106K -1,301 -2%
HighTower Advisors
184
HighTower Advisors
Illinois
$5.24M -$415K -5,076 -7%
MWM
185
Maridea Wealth Management
New York
$5.19M -$154K -1,889 -3%
BPA
186
Beacon Pointe Advisors
California
$5.17M +$290K +3,542 +6%
AWMS
187
Advocacy Wealth Management Services
Georgia
$5.16M
Tudor Investment Corp
188
Tudor Investment Corp
Connecticut
$5.07M +$4.8M +58,669 +2,085%
FA
189
Fullerton Advisors
California
$5.01M +$4.97M +60,751 New
HI
190
Harbour Investments
Wisconsin
$5M -$33.9K -414 -0.7%
WI
191
WBI Investments
New Jersey
$4.96M -$84.7K -1,036 -2%
CA
192
CGN Advisors
Kansas
$4.95M -$128K -1,571 -3%
NA
193
NewEdge Advisors
Louisiana
$4.94M +$652K +7,977 +15%
SIA
194
Strategic Investment Advisors
Michigan
$4.88M +$1.61M +19,693 +50%
AR
195
Apeiron RIA
Texas
$4.79M +$148K +1,804 +3%
AWM
196
Austin Wealth Management
Texas
$4.77M -$64.2K -785 -1%
DI
197
DAGCO Inc
Ohio
$4.74M -$279K -3,406 -6%
MWA
198
Medallion Wealth Advisors
Connecticut
$4.65M +$284K +3,469 +7%
PIA
199
Perennial Investment Advisors
California
$4.49M -$147K -1,800 -3%
BWA
200
Beam Wealth Advisors
Louisiana
$4.48M -$210K -2,565 -5%