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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
LPL Financial
1
LPL Financial
California
$667M +$11.5M +147,557 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$252M -$6.09M -78,385 -2%
Creative Planning
3
Creative Planning
Kansas
$243M +$3.59M +46,187 +2%
PAG
4
Private Advisor Group
New Jersey
$230M -$2.61M -33,648 -1%
VA
5
Valmark Advisers
Ohio
$227M +$6.02M +77,468 +3%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$212M +$1.73M +22,225 +0.9%
AssetMark Inc
7
AssetMark Inc
California
$208M +$199M +2,554,574 +12,455%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$160M +$894K +11,509 +0.6%
HNB
9
Huntington National Bank
Ohio
$156M
Osaic Holdings
10
Osaic Holdings
Arizona
$136M +$9.19M +118,295 +7%
HFS
11
Hughes Financial Services
Virginia
$134M +$1.56M +20,133 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$133M -$20.7M -265,965 -14%
PFA
13
Professional Financial Advisors
Nebraska
$131M +$3.5M +45,000 +3%
SPWG
14
Syntegra Private Wealth Group
Missouri
$122M -$3.13M -40,292 -3%
MWM
15
Modern Wealth Management
Kansas
$120M -$8.66M -111,414 -7%
Ameriprise
16
Ameriprise
Minnesota
$114M +$2.86M +36,760 +3%
Morgan Stanley
17
Morgan Stanley
New York
$108M +$1.66M +21,313 +2%
Wells Fargo
18
Wells Fargo
California
$91.8M -$1.05M -13,525 -1%
W
19
Wealthquest
Ohio
$89.1M -$35.7K -459 -0%
AWAG
20
ARS Wealth Advisors Group
Florida
$81.9M -$37.2K -479 -0%
KFP
21
Keener Financial Planning
Texas
$78.7M +$578K +7,444 +0.8%
BIP
22
Blueprint Investment Partners
North Carolina
$78.5M +$4.14M +53,240 +6%
AF
23
Allworth Financial
California
$78.5M +$4.01M +51,593 +6%
RIM
24
Rockbridge Investment Management
New York
$77.7M -$1.92M -24,659 -2%
SWP
25
Stratos Wealth Partners
Ohio
$75.5M +$8.98M +115,516 +14%