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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
SSWM
201
Sheets Smith Wealth Management
North Carolina
$3.6M
PTC
202
Private Trust Company
Ohio
$3.56M
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$3.55M
CFGF
204
Compass Financial Group (Florida)
Florida
$3.51M
Citigroup
205
Citigroup
New York
$3.49M
KW
206
KWB Wealth
California
$3.39M
SFA
207
Sequoia Financial Advisors
Ohio
$3.39M
AWM
208
AE Wealth Management
Kansas
$3.28M
OIA
209
OneDigital Investment Advisors
Kansas
$3.28M
CPA
210
Cardiff Park Advisors
California
$3.2M
WAS
211
Wealth Advisory Solutions
Indiana
$3.17M
Betterment LLC
212
Betterment LLC
New York
$3.17M
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$3.16M
SWIA
214
Solano Wealth Investment Advisors
California
$3.07M
TVAMP
215
Tennessee Valley Asset Management Partners
Tennessee
$3.04M
Renaissance Technologies
216
Renaissance Technologies
New York
$2.98M
DWM
217
Dogwood Wealth Management
Kansas
$2.87M
FSA
218
Financial Sense Advisors
California
$2.85M
AWG
219
Altus Wealth Group
Colorado
$2.82M
FFA
220
Founders Financial Alliance
North Carolina
$2.79M
SFP
221
Strategic Financial Planning
Texas
$2.69M
QC
222
Quent Capital
New York
$2.67M
P
223
Pitcairn
Pennsylvania
$2.67M
JGIA
224
Jackson Grant Investment Advisers
Connecticut
$2.66M
CA
225
Claro Advisors
Massachusetts
$2.6M