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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$4.41M +$202K +2,465 +5%
ACA
202
Aptus Capital Advisors
Alabama
$4.39M +$524K +6,408 +14%
AO
203
Advisor OS
Illinois
$4.3M +$174K +2,124 +4%
MA
204
MJP Associates
Connecticut
$4.24M +$173K +2,116 +4%
PWM
205
Praetorian Wealth Management
California
$4.09M +$11.4K +139 +0.3%
IPA
206
Investment Planning Advisors
Georgia
$3.99M +$200K +2,449 +5%
EWM
207
Evercore Wealth Management
New York
$3.97M +$2.78M +33,954 +240%
JAG
208
Journey Advisory Group
Kentucky
$3.85M -$330K -4,032 -8%
BOH
209
Bank of Hawaii
Hawaii
$3.84M -$10.8K -132 -0.3%
CFO
210
Cambient Family Office
Michigan
$3.79M +$3.75M +45,897 New
SSWM
211
Sheets Smith Wealth Management
North Carolina
$3.75M +$61.5K +752 +2%
VT
212
Vise Technologies
New York
$3.62M +$1.65M +20,126 +85%
CFGF
213
Compass Financial Group (Florida)
Florida
$3.55M -$45.1K -551 -1%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$3.5M -$131K -1,606 -4%
KW
215
KWB Wealth
California
$3.36M -$370K -4,530 -10%
SFA
216
Sequoia Financial Advisors
Ohio
$3.35M -$113K -1,378 -3%
WAS
217
Wealth Advisory Solutions
Indiana
$3.35M +$102K +1,247 +3%
CPA
218
Cardiff Park Advisors
California
$3.29M +$9.57K +117 +0.3%
TVAMP
219
Tennessee Valley Asset Management Partners
Tennessee
$3.25M +$142K +1,734 +5%
OIA
220
OneDigital Investment Advisors
Kansas
$3.25M -$102K -1,243 -3%
AWM
221
AE Wealth Management
Kansas
$3.22M -$138K -1,691 -4%
Betterment LLC
222
Betterment LLC
New York
$3.19M -$59.9K -732 -2%
Stifel Financial
223
Stifel Financial
Missouri
$3.13M +$1.69M +20,652 +120%
LBC
224
Lane Brothers & Co
Arizona
$3.07M +$3.05M +37,242 New
QC
225
Quent Capital
New York
$3.06M +$325K +3,977 +12%