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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
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
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$3.14M
IPA
202
Investment Planning Advisors
Georgia
$3.09M
Betterment LLC
203
Betterment LLC
New York
$3.06M
KIA
204
KCM Investment Advisors
California
$3.05M
Jones Financial Companies
205
Jones Financial Companies
Missouri
$2.95M
GS
206
GTS Securities
New York
$2.9M
SC
207
SouthState Corp
Florida
$2.78M
TVAMP
208
Tennessee Valley Asset Management Partners
Tennessee
$2.71M
DWM
209
Dogwood Wealth Management
Kansas
$2.7M
AWG
210
Altus Wealth Group
Colorado
$2.65M
WAS
211
Wealth Advisory Solutions
Indiana
$2.64M
FSA
212
Financial Sense Advisors
California
$2.64M
FFA
213
Founders Financial Alliance
North Carolina
$2.61M
SFP
214
Strategic Financial Planning
Texas
$2.5M
P
215
Pitcairn
Pennsylvania
$2.48M
TSWM
216
Tyler-Stone Wealth Management
Ohio
$2.45M
CA
217
Claro Advisors
Massachusetts
$2.43M
CPA
218
Cardiff Park Advisors
California
$2.38M
WWA
219
WCG Wealth Advisors
Nevada
$2.37M
SWA
220
SFMG Wealth Advisors
Texas
$2.35M
QC
221
Quent Capital
New York
$2.33M
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$2.3M
RMAM
223
Raab & Moskowitz Asset Management
New Jersey
$2.29M
FWM
224
Fingerlakes Wealth Management
New York
$2.29M
JWM
225
Jacksonville Wealth Management
Florida
$2.29M