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

735 hedge funds and large institutions have $8.01B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 270 increasing their positions, 254 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
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
$5.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
201
Beam Wealth Advisors
Louisiana
$4.09M
AWA
202
Arkadios Wealth Advisors
Georgia
$4.09M
OIA
203
OneDigital Investment Advisors
Kansas
$4.07M
FA
204
Fullerton Advisors
California
$4.05M
PIA
205
Perennial Investment Advisors
California
$4.04M
DI
206
DAGCO Inc
Ohio
$3.92M
AO
207
Advisor OS
Illinois
$3.91M
PWM
208
Praetorian Wealth Management
California
$3.9M
MA
209
MJP Associates
Connecticut
$3.88M
IPA
210
Investment Planning Advisors
Georgia
$3.88M
CPA
211
Cardiff Park Advisors
California
$3.74M
BOH
212
Bank of Hawaii
Hawaii
$3.64M
VT
213
Vise Technologies
New York
$3.62M
TVAMP
214
Tennessee Valley Asset Management Partners
Tennessee
$3.6M
ACA
215
Aptus Capital Advisors
Alabama
$3.54M
WAS
216
Wealth Advisory Solutions
Indiana
$3.5M
CFGF
217
Compass Financial Group (Florida)
Florida
$3.39M
Betterment LLC
218
Betterment LLC
New York
$3.37M
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$3.36M
KW
220
KWB Wealth
California
$3.36M
SFA
221
Sequoia Financial Advisors
Ohio
$3.22M
NB
222
Nicolet Bankshares
Wisconsin
$3.16M
AWM
223
AE Wealth Management
Kansas
$3.13M
QC
224
Quent Capital
New York
$3.09M
Stifel Financial
225
Stifel Financial
Missouri
$3M