We are live on ! Find out more
SPTM icon

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
HSG
526
Helen Stephens Group
Texas
$283K +$855 +11 +0.3%
RFG
527
Range Financial Group
Oregon
$283K -$26.1K -336 -9%
PVI
528
Pine Valley Investments
New Jersey
$283K
SAS
529
SMI Advisory Services
Indiana
$279K
MWM
530
McNaughton Wealth Management
California
$277K
CFS
531
CRA Financial Services
New Jersey
$277K +$7.85K +101 +3%
FAM
532
Formidable Asset Management
Ohio
$275K
SGCA
533
Steel Grove Capital Advisors
Tennessee
$270K
TSS
534
Two Sigma Securities
New York
$269K +$260K +3,341 New
BWM
535
Buska Wealth Management
Wisconsin
$264K -$1.09K -14 -0.4%
PGFC
536
Peapack-Gladstone Financial Corp
New Jersey
$263K -$2.72K -35 -1%
TPWA
537
TRUE Private Wealth Advisors
Oregon
$263K +$233 +3 +0.1%
WOSD
538
WFA of San Diego
California
$261K
TFCP
539
Twin Focus Capital Partners
Massachusetts
$260K +$251K +3,228 New
RDWM
540
Red Door Wealth Management
Tennessee
$257K +$622 +8 +0.3%
KRW
541
Kaufman Rossin Wealth
Florida
$256K
SS
542
SBI Securities
Japan
$252K -$5.44K -70 -2%
MGIA
543
Moneta Group Investment Advisors
Missouri
$245K +$236K +3,042 New
Baird Financial Group
544
Baird Financial Group
Wisconsin
$244K +$235K +3,030 New
OWM
545
Opes Wealth Management
California
$244K -$233 -3 -0.1%
AWM
546
Aviso Wealth Management
Washington
$244K
BF
547
BOK Financial
Oklahoma
$242K
TWM
548
Trevian Wealth Management
Massachusetts
$236K
CPC
549
Cookson Peirce & Co
Pennsylvania
$233K
VFG
550
Victory Financial Group
Texas
$232K -$5.67K -73 -2%