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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
PWM
201
Praetorian Wealth Management
California
$4.09M
IPA
202
Investment Planning Advisors
Georgia
$3.99M
EWM
203
Evercore Wealth Management
New York
$3.97M
JAG
204
Journey Advisory Group
Kentucky
$3.85M
BOH
205
Bank of Hawaii
Hawaii
$3.84M
CFO
206
Cambient Family Office
Michigan
$3.79M
SSWM
207
Sheets Smith Wealth Management
North Carolina
$3.75M
VT
208
Vise Technologies
New York
$3.62M
CFGF
209
Compass Financial Group (Florida)
Florida
$3.55M
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$3.5M
KW
211
KWB Wealth
California
$3.36M
SFA
212
Sequoia Financial Advisors
Ohio
$3.35M
WAS
213
Wealth Advisory Solutions
Indiana
$3.35M
CPA
214
Cardiff Park Advisors
California
$3.29M
TVAMP
215
Tennessee Valley Asset Management Partners
Tennessee
$3.25M
OIA
216
OneDigital Investment Advisors
Kansas
$3.25M
AWM
217
AE Wealth Management
Kansas
$3.22M
Betterment LLC
218
Betterment LLC
New York
$3.19M
Stifel Financial
219
Stifel Financial
Missouri
$3.13M
LBC
220
Lane Brothers & Co
Arizona
$3.07M
QC
221
Quent Capital
New York
$3.06M
QLSGSCF
222
Quent Long Short Global Small Cap Fund
New York
$3.06M
FSA
223
Financial Sense Advisors
California
$3.05M
CA
224
Claro Advisors
Massachusetts
$2.9M
DWM
225
Dogwood Wealth Management
Kansas
$2.83M