SPTM icon

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

716 hedge funds and large institutions have $8.07B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 236 increasing their positions, 257 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3.55% more ownership

Funds ownership: 63.7%67.24% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 257

Holders
716
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
WA
476
Waystone Advisors
Washington
$425K
Kayne Anderson Rudnick Investment Management
477
Kayne Anderson Rudnick Investment Management
California
$421K
SSWG
478
Seven Springs Wealth Group
Tennessee
$420K
RWM
479
Rockwood Wealth Management
Pennsylvania
$415K
LAS
480
Lloyd Advisory Services
Georgia
$415K
Invesco
481
Invesco
Georgia
$413K
AWA
482
ARQ Wealth Advisors
Arizona
$409K
PRTG
483
Post Resch Tallon Group
New York
$405K
DAS
484
Diversify Advisory Services
Utah
$403K
HBS
485
Howard Bailey Securities
Indiana
$401K
JSW
486
Journey Strategic Wealth
New Jersey
$401K
WBCM
487
Wilson & Boucher Capital Management
California
$396K
EF
488
Empowered Funds
Pennsylvania
$396K
TFM
489
Trademark Financial Management
Minnesota
$396K
HF
490
HRT Financial
New York
$394K
WPC
491
Wedmont Private Capital
Pennsylvania
$391K
OWA
492
Outlook Wealth Advisors
Texas
$390K
TCM
493
Triumph Capital Management
Colorado
$389K
BFA
494
Beaumont Financial Advisors
Massachusetts
$389K
AWM
495
Adams Wealth Management
Utah
$385K
GCA
496
Gradient Capital Advisors
California
$381K
SF
497
Summit Financial
New Jersey
$376K
SWM
498
Sherman Wealth Management
Maryland
$374K
CIA
499
Concurrent Investment Advisors
Florida
$373K
BWS
500
Broadway Wealth Solutions
Texas
$372K