We are live on ! Find out more
SPTM icon

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

741 hedge funds and large institutions have $8.04B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 273 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

1% more funds holding

Funds holding: 733741 (+8)

7% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 255

0.23% less ownership

Funds ownership: 67.97%67.74% (-0.23%)

1% less capital invested

Capital invested by funds: $8.15B → $8.04B (-$112M)

5% less funds holding in top 10

Funds holding in top 10: 8076 (-4)

Holders
741
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
9.13%
Holding in Top 10
76
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5%
% of All Funds
0.94%
New
60
Increased
273
Reduced
255
Closed
38
Calls
$5.51M
Puts
Net Calls
+$5.51M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWIM
651
TIAA Wealth Investment Management
New York
$77K +$82.8K +1,002 New
Bessemer Group
652
Bessemer Group
New Jersey
$77K -$38K -460 -32%
WETS
653
Wealth Enhancement Trust Services
South Dakota
$72.3K
SIC
654
Salem Investment Counselors
North Carolina
$71.5K +$74.7K +905 New
Q1WB
655
Quest 10 Wealth Builders
Virginia
$70.6K -$826 -10 -1%
TPCW
656
TD Private Client Wealth
New York
$69.2K
AIC
657
Archer Investment Corporation
Indiana
$67.2K +$70.2K +850 New
SIC
658
SJS Investment Consulting
Ohio
$65.5K
NSIM
659
North Star Investment Management
Illinois
$62K +$165 +2 +0.3%
HWA
660
HHM Wealth Advisors
Tennessee
$61.7K
NFSG
661
Newbridge Financial Services Group
Florida
$58.5K
Qube Research & Technologies (QRT)
662
Qube Research & Technologies (QRT)
United Kingdom
$50.9K -$67.9K -822 -56%
TCOT
663
Trust Company of Toledo
Ohio
$48.1K
LWMI
664
Legacy Wealth Management (Idaho)
Idaho
$47.3K +$1.82K +22 +4%
AA
665
Ancora Advisors
Ohio
$46.8K +$661 +8 +1%
MA
666
MCF Advisors
Kentucky
$45.5K
SWM
667
Spire Wealth Management
Virginia
$45.2K +$165 +2 +0.4%
GI
668
GAMMA Investing
California
$39.7K +$24K +290 +137%
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$39.5K
FPF
670
First Pacific Financial
Washington
$39.3K +$165 +2 +0.4%
GIA
671
GHP Investment Advisors
Colorado
$39K +$165 +2 +0.4%
TWM
672
Timmons Wealth Management
Massachusetts
$38.5K -$165 -2 -0.4%
PAG
673
Paladin Advisory Group
Iowa
$38.4K
FWP
674
FAS Wealth Partners
Kansas
$35.7K
GWSA
675
Global Wealth Strategies & Associates
Colorado
$34.5K