SPTM icon

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

724 hedge funds and large institutions have $8.09B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 258 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.74% more ownership

Funds ownership: 63.72%67.46% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 258

Holders
724
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
FHC
526
First Heartland Consultants
Missouri
$316K
JWCA
527
J.W. Cole Advisors
Florida
$315K
BFP
528
Brewster Financial Planning
New York
$315K
EA
529
Efficient Advisors
Ohio
$315K
CHAM
530
Clear Harbor Asset Management
Connecticut
$315K
PFP
531
Paragon Financial Partners
California
$315K
O3W
532
Omni 360 Wealth
New Jersey
$309K
RFG
533
Range Financial Group
Oregon
$308K
MT
534
Midwest Trust
Kansas
$307K
FFWM
535
Future Financial Wealth Management
Ohio
$303K
EWA
536
Emergent Wealth Advisors
New York
$302K
AWM
537
Accurate Wealth Management
Florida
$301K
KG
538
Kilter Group
New York
$300K
SGCA
539
Steel Grove Capital Advisors
Tennessee
$297K
OWA
540
One Wealth Advisors
California
$297K
FAM
541
Formidable Asset Management
Ohio
$296K
FWM
542
Focused Wealth Management
New York
$296K
FMI
543
F/M Investments
District of Columbia
$295K
IDA
544
Intelligence Driven Advisers
California
$292K
KAS
545
KPP Advisory Services
Kentucky
$291K
HSG
546
Helen Stephens Group
Texas
$290K
FA
547
FSA Advisors
Michigan
$290K
PVI
548
Pine Valley Investments
New Jersey
$290K
CFS
549
CRA Financial Services
New Jersey
$284K
MWM
550
McNaughton Wealth Management
California
$283K