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
1IA
726
1620 Investment Advisors
Massachusetts
$2.37K -$2.06K -25 -45%
DWM
727
Darwin Wealth Management
Florida
$2.37K
SGFG
728
Silver Grove Financial Group
New York
$2.13K +$2.23K +27 New
CFD
729
Creative Financial Designs
Indiana
$1.72K
TWC
730
TD Waterhouse Canada
Ontario, Canada
$1.67K
BC
731
Barrett & Company
Rhode Island
$954
SWP
732
Strategic Wealth Partners
Ohio
$949
HPC
733
HM Payson & Co
Maine
$791 +$826 +10 New
VWA
734
VSM Wealth Advisory
Maryland
$712 +$743 +9 New
QCG
735
Quadrant Capital Group
Ohio
$633 +$661 +8 New
EWM
736
EPG Wealth Management
Georgia
$632
AIS
737
Advocate Investing Services
Maryland
$553
SRCM
738
Signature Resources Capital Management
California
$474 +$496 +6 New
IWMA
739
Ironwood Wealth Management (Arizona)
Arizona
$395
GFA
740
Godfrey Financial Associates
New York
$316 +$330 +4 New
BWM
741
Benson Wealth Management
Tennessee
$158
Citigroup
742
Citigroup
New York
$79 +$83 +1 New
RWM
743
RMG Wealth Management
Wisconsin
-$74.4M -2,921,428 Closed
IC
744
IEQ Capital
California
-$6.62M -80,225 Closed
BDF
745
Black Diamond Financial
Maryland
-$6.45M -78,155 Closed
TFP
746
TrueWealth Financial Partners
Washington
-$6.31M -76,540 Closed
SFP
747
Strategic Financial Planning
Texas
-$2.75M -33,307 Closed
AWM
748
Axxcess Wealth Management
California
-$2.06M -25,017 Closed
Susquehanna International Group
749
Susquehanna International Group
Pennsylvania
-$2M -24,242 Closed
Renaissance Technologies
750
Renaissance Technologies
New York
-$1.83M -22,200 Closed