SPTM icon

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

661 hedge funds and large institutions have $7.38B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 271 reducing their positions, and 27 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:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 271

Holders
661
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
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$33.4M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$32.7M
KWM
53
Kingsview Wealth Management
Oregon
$31M
EH
54
Equitable Holdings
New York
$30.7M
RI
55
Rinkey Investments
California
$30.2M
BCMIO
56
Beacon Capital Management Inc (Ohio)
Ohio
$30.1M
RA
57
RFG Advisory
Alabama
$29.7M
RWM
58
Rialto Wealth Management
New York
$29.6M
BSWM
59
Boston Standard Wealth Management
Massachusetts
$27.6M
MML Investors Services
60
MML Investors Services
Massachusetts
$26.7M
JP Morgan Chase
61
JP Morgan Chase
New York
$25.7M
WA
62
Waverly Advisors
Alabama
$25.7M
AF
63
Abound Financial
California
$25.6M
RW
64
RVW Wealth
California
$25.2M
DC
65
Dorval Corp
Minnesota
$25.1M
SWM
66
SigFig Wealth Management
California
$25M
FF
67
Fox Financial
Pennsylvania
$24.9M
RBC
68
Roble Belko & Company
Pennsylvania
$24.2M
MCC
69
Money Concepts Capital
Florida
$23.5M
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$23.1M
BW
71
BIP Wealth
Georgia
$21.7M
ZF
72
Zhang Financial
Michigan
$21.5M
BAG
73
Bridgewealth Advisory Group
California
$20.9M
AC
74
AlphaCore Capital
California
$20.9M
JCM
75
Jacobi Capital Management
Pennsylvania
$20.8M