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

672 hedge funds and large institutions have $7.51B 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, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
201
Bank of Hawaii
Hawaii
$3.76M -$14.3K -184 -0.4%
IPA
202
Investment Planning Advisors
Georgia
$3.7M +$362K +4,656 +11%
SSWM
203
Sheets Smith Wealth Management
North Carolina
$3.6M +$181K +2,325 +5%
PTC
204
Private Trust Company
Ohio
$3.56M +$2.32M +29,866 +209%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$3.55M -$21.9K -282 -0.6%
CFGF
206
Compass Financial Group (Florida)
Florida
$3.51M -$28.3K -364 -0.8%
Citigroup
207
Citigroup
New York
$3.49M +$3.36M +43,187 +59,160%
KW
208
KWB Wealth
California
$3.39M -$615K -7,913 -15%
SFA
209
Sequoia Financial Advisors
Ohio
$3.39M +$8.55K +110 +0.3%
AWM
210
AE Wealth Management
Kansas
$3.28M -$722K -9,291 -19%
OIA
211
OneDigital Investment Advisors
Kansas
$3.28M -$174K -2,237 -5%
CPA
212
Cardiff Park Advisors
California
$3.2M +$621K +7,997 +25%
WAS
213
Wealth Advisory Solutions
Indiana
$3.17M +$317K +4,079 +12%
Betterment LLC
214
Betterment LLC
New York
$3.17M -$121K -1,551 -4%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$3.16M +$1.22M +15,736 +67%
SWIA
216
Solano Wealth Investment Advisors
California
$3.07M -$425K -5,463 -13%
TVAMP
217
Tennessee Valley Asset Management Partners
Tennessee
$3.04M +$120K +1,545 +4%
Renaissance Technologies
218
Renaissance Technologies
New York
$2.98M +$1.76M +22,600 +158%
DWM
219
Dogwood Wealth Management
Kansas
$2.87M -$27K -348 -1%
FSA
220
Financial Sense Advisors
California
$2.85M +$14.5K +187 +0.5%
AWG
221
Altus Wealth Group
Colorado
$2.82M -$33.2K -427 -1%
FFA
222
Founders Financial Alliance
North Carolina
$2.79M -$21.1K -272 -0.8%
BNMT
223
Bawa N Mallick Trust
New York
$2.69M
SFP
224
Strategic Financial Planning
Texas
$2.69M -$10K -129 -0.4%
QC
225
Quent Capital
New York
$2.67M +$162K +2,090 +7%