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

661 hedge funds and large institutions have $7.38B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 271 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 271

Holders
661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
CFGF
201
Compass Financial Group (Florida)
Florida
$3.51M
Citigroup
202
Citigroup
New York
$3.49M
KW
203
KWB Wealth
California
$3.39M
SFA
204
Sequoia Financial Advisors
Ohio
$3.39M
AWM
205
AE Wealth Management
Kansas
$3.28M
OIA
206
OneDigital Investment Advisors
Kansas
$3.28M
CPA
207
Cardiff Park Advisors
California
$3.2M
WAS
208
Wealth Advisory Solutions
Indiana
$3.17M
Betterment LLC
209
Betterment LLC
New York
$3.17M
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$3.16M
SWIA
211
Solano Wealth Investment Advisors
California
$3.07M
TVAMP
212
Tennessee Valley Asset Management Partners
Tennessee
$3.04M
Renaissance Technologies
213
Renaissance Technologies
New York
$2.98M
DWM
214
Dogwood Wealth Management
Kansas
$2.87M
FSA
215
Financial Sense Advisors
California
$2.85M
AWG
216
Altus Wealth Group
Colorado
$2.82M
FFA
217
Founders Financial Alliance
North Carolina
$2.79M
SFP
218
Strategic Financial Planning
Texas
$2.69M
QC
219
Quent Capital
New York
$2.67M
P
220
Pitcairn
Pennsylvania
$2.67M
JGIA
221
Jackson Grant Investment Advisers
Connecticut
$2.66M
CA
222
Claro Advisors
Massachusetts
$2.6M
WWA
223
WCG Wealth Advisors
Nevada
$2.54M
SWA
224
SFMG Wealth Advisors
Texas
$2.54M
LAS
225
Legacy Advisory Services
Pennsylvania
$2.52M