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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 reducing their positions, and 34 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 funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
201
Investment Planning Advisors
Georgia
$3.99M
EWM
202
Evercore Wealth Management
New York
$3.97M
JAG
203
Journey Advisory Group
Kentucky
$3.85M
CFO
204
Cambient Family Office
Michigan
$3.79M
SSWM
205
Sheets Smith Wealth Management
North Carolina
$3.75M
VT
206
Vise Technologies
New York
$3.62M
CFGF
207
Compass Financial Group (Florida)
Florida
$3.55M
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$3.5M
KW
209
KWB Wealth
California
$3.36M
SFA
210
Sequoia Financial Advisors
Ohio
$3.35M
WAS
211
Wealth Advisory Solutions
Indiana
$3.35M
CPA
212
Cardiff Park Advisors
California
$3.29M
TVAMP
213
Tennessee Valley Asset Management Partners
Tennessee
$3.25M
OIA
214
OneDigital Investment Advisors
Kansas
$3.25M
AWM
215
AE Wealth Management
Kansas
$3.22M
Betterment LLC
216
Betterment LLC
New York
$3.19M
Stifel Financial
217
Stifel Financial
Missouri
$3.13M
QC
218
Quent Capital
New York
$3.06M
QLSGSCF
219
Quent Long Short Global Small Cap Fund
New York
$3.06M
FSA
220
Financial Sense Advisors
California
$3.05M
CA
221
Claro Advisors
Massachusetts
$2.9M
DWM
222
Dogwood Wealth Management
Kansas
$2.83M
AWG
223
Altus Wealth Group
Colorado
$2.79M
FFA
224
Founders Financial Alliance
North Carolina
$2.76M
MA
225
MONECO Advisors
Connecticut
$2.76M