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
Q1WB
626
Quest 10 Wealth Builders
Virginia
$74.5K
TPCW
627
TD Private Client Wealth
New York
$72.2K
SIC
628
SJS Investment Consulting
Ohio
$68.4K
RFS
629
Richardson Financial Services
Massachusetts
$68.1K
Russell Investments Group
630
Russell Investments Group
United Kingdom
$65.5K
NSIM
631
North Star Investment Management
Illinois
$64.5K
HWA
632
HHM Wealth Advisors
Tennessee
$64.4K
NFSG
633
Newbridge Financial Services Group
Florida
$61K
CBT
634
Crews Bank & Trust
Florida
$58.7K
TCOT
635
Trust Company of Toledo
Ohio
$50.2K
AA
636
Ancora Advisors
Ohio
$48.2K
LWMI
637
Legacy Wealth Management (Idaho)
Idaho
$47.5K
MA
638
MCF Advisors
Kentucky
$47.5K
SWM
639
Spire Wealth Management
Virginia
$47K
CWP
640
Concord Wealth Partners
Virginia
$45.5K
MWM
641
MGB Wealth Management
Texas
$41.6K
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$41.3K
UBS AM
643
UBS AM
Illinois
$41K
FPF
644
First Pacific Financial
Washington
$40.9K
GIA
645
GHP Investment Advisors
Colorado
$40.5K
TWM
646
Timmons Wealth Management
Massachusetts
$40.4K
PAG
647
Paladin Advisory Group
Iowa
$40.1K
MCA
648
Maryland Capital Advisors
Maryland
$39.8K
FWP
649
FAS Wealth Partners
Kansas
$37.2K
GWSA
650
Global Wealth Strategies & Associates
Colorado
$36.1K