SPTM icon

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

670 hedge funds and large institutions have $7.5B 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, 215 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.11% more ownership

Funds ownership: 62.61%63.72% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
670
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
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
376
Koshinski Asset Management
Illinois
$779K
AWA
377
Arkadios Wealth Advisors
Georgia
$773K
CI
378
CacheTech Inc
Utah
$772K
IWN
379
Independent Wealth Network
Iowa
$772K
MWM
380
MBE Wealth Management
Wisconsin
$768K
CIA
381
Capital Investment Advisors
Georgia
$751K
MWAM
382
Manhattan West Asset Management
California
$740K
SFM
383
Signet Financial Management
New Jersey
$737K
JF
384
Jericho Financial
Ohio
$735K
STA
385
Summit Trail Advisors
New York
$731K
CAS
386
Coppell Advisory Solutions
Texas
$725K
BMCM
387
Burns Matteson Capital Management
New York
$721K
EWM
388
Echo Wealth Management
Minnesota
$715K
SW
389
SlateStone Wealth
Florida
$710K
FIA
390
Foundations Investment Advisors
Arizona
$709K
CA
391
CoreCap Advisors
Michigan
$705K
BFG
392
Berger Financial Group
Minnesota
$705K
SP
393
Stonebrook Private
Michigan
$703K
CWA
394
CogentBlue Wealth Advisors
Tennessee
$699K
BWMG
395
Barnes Wealth Management Group
California
$694K
WS
396
Wedbush Securities
California
$682K
CIA
397
Cape Investment Advisory
Georgia
$662K
AC
398
AIFG Consultants
New York
$659K
TIAA Trust, National Association
399
TIAA Trust, National Association
North Carolina
$643K
DWP
400
Destiny Wealth Partners
Florida
$628K