SPTM icon

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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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 ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNA
551
First National Advisers
Nebraska
$213K
EL
552
Essex LLC
Illinois
$212K
FA
553
FSA Advisors
Michigan
$209K
HWM
554
Horizon Wealth Management
Illinois
$208K
PGWM
555
Parisi Gray Wealth Management
New Jersey
$207K
EWA
556
Emergent Wealth Advisors
New York
$205K
MWC
557
MBM Wealth Consultants
Missouri
$204K
HC
558
Hoese & Co
Minnesota
$204K
NPAN
559
Northeast Planning Associates NH
New Hampshire
$201K
AP
560
Atwood & Palmer
Missouri
$191K
PWMG
561
Prestige Wealth Management Group
New Jersey
$187K
JFA
562
JNBA Financial Advisors
Minnesota
$186K
SS
563
Sunbelt Securities
Texas
$178K
AAP
564
Arax Advisory Partners
Colorado
$176K
CI
565
CX Institutional
Indiana
$175K
MCM
566
MAI Capital Management
Ohio
$173K
Bank of Montreal
567
Bank of Montreal
Ontario, Canada
$171K
RWPA
568
Richard W. Paul & Associates
Michigan
$166K
CWM
569
Copia Wealth Management
Oregon
$165K
S
570
SignatureFD
Georgia
$155K
HFS
571
Hantz Financial Services
Michigan
$152K
SAM
572
Sherman Asset Management
California
$148K
William Blair & Company
573
William Blair & Company
Illinois
$143K
GIM
574
Glenmede Investment Management
Pennsylvania
$134K
MA
575
Montag & Associates
Georgia
$132K