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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
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$4.19M +$2.18M +26,432 +100%
EWM
202
Evercore Wealth Management
New York
$4.16M +$374K +4,526 +9%
BWA
203
Beam Wealth Advisors
Louisiana
$4.09M -$211K -2,555 -5%
AWA
204
Arkadios Wealth Advisors
Georgia
$4.09M +$3.48M +42,100 +439%
OIA
205
OneDigital Investment Advisors
Kansas
$4.07M +$999K +12,092 +31%
FA
206
Fullerton Advisors
California
$4.05M -$782K -9,471 -16%
PIA
207
Perennial Investment Advisors
California
$4.04M -$271K -3,284 -6%
DI
208
DAGCO Inc
Ohio
$3.92M -$655K -7,928 -14%
AO
209
Advisor OS
Illinois
$3.91M -$215K -2,607 -5%
PWM
210
Praetorian Wealth Management
California
$3.9M -$180K -2,179 -4%
MA
211
MJP Associates
Connecticut
$3.88M -$189K -2,291 -4%
IPA
212
Investment Planning Advisors
Georgia
$3.88M +$59.1K +716 +1%
CPA
213
Cardiff Park Advisors
California
$3.74M +$620K +7,509 +19%
FSAG
214
Financial Solutions Advisory Group
Illinois
$3.71M +$3.87M +46,876 New
BOH
215
Bank of Hawaii
Hawaii
$3.64M -$40.1K -485 -1%
VT
216
Vise Technologies
New York
$3.62M
TVAMP
217
Tennessee Valley Asset Management Partners
Tennessee
$3.6M +$510K +6,169 +16%
ACA
218
Aptus Capital Advisors
Alabama
$3.54M -$698K -8,446 -16%
WAS
219
Wealth Advisory Solutions
Indiana
$3.5M +$304K +3,679 +9%
CFGF
220
Compass Financial Group (Florida)
Florida
$3.39M -$7.76K -94 -0.2%
Betterment LLC
221
Betterment LLC
New York
$3.37M +$331K +4,006 +10%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$3.36M +$7.76K +94 +0.2%
KW
223
KWB Wealth
California
$3.36M -$6.69K -81 -0.2%
SFA
224
Sequoia Financial Advisors
Ohio
$3.22M +$1.16K +14 +0%
NB
225
Nicolet Bankshares
Wisconsin
$3.16M +$1.84M +22,256 +127%