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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
LPL Financial
1
LPL Financial
California
$685M +$2.49M +30,408 +0.4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$269M +$11.4M +138,861 +4%
Creative Planning
3
Creative Planning
Kansas
$265M +$15.5M +189,915 +6%
PAG
4
Private Advisor Group
New Jersey
$264M +$29M +354,582 +12%
VA
5
Valmark Advisers
Ohio
$237M +$3.96M +48,485 +2%
TI
6
Tidal Investments
Wisconsin
$232M +$230M +2,809,755 New
AssetMark Inc
7
AssetMark Inc
California
$227M +$14.2M +173,412 +7%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$210M -$6.82M -83,423 -3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$163M -$2.38M -29,106 -1%
HNB
10
Huntington National Bank
Ohio
$157M
PFA
11
Professional Financial Advisors
Nebraska
$135M +$1.17M +14,251 +0.9%
HFS
12
Hughes Financial Services
Virginia
$133M -$1.76M -21,571 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$128M -$7.98M -97,630 -6%
SPWG
14
Syntegra Private Wealth Group
Missouri
$121M -$3.14M -38,366 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$121M -$21.6M -264,120 -15%
MWM
16
Modern Wealth Management
Kansas
$119M -$3.52M -43,074 -3%
Ameriprise
17
Ameriprise
Minnesota
$118M +$1.68M +20,555 +1%
Morgan Stanley
18
Morgan Stanley
New York
$118M +$7.22M +88,327 +7%
Bank of America
19
Bank of America
North Carolina
$106M +$32.3M +394,816 +44%
Wells Fargo
20
Wells Fargo
California
$86.7M -$7.11M -86,978 -8%
BIP
21
Blueprint Investment Partners
North Carolina
$86.3M +$5.99M +73,222 +8%
AF
22
Allworth Financial
California
$85.7M +$5.35M +65,372 +7%
KFP
23
Keener Financial Planning
Texas
$84.7M +$4.15M +50,710 +5%
AWAG
24
ARS Wealth Advisors Group
Florida
$84.1M +$315K +3,851 +0.4%
RIM
25
Rockbridge Investment Management
New York
$78.4M -$1.12M -13,687 -1%