We are live on ! Find out more
SPTM icon

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

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
726
TD Waterhouse Canada
Ontario, Canada
$1.73K
OFG
727
Oxford Financial Group
Indiana
$1.07K +$1.06K +13 New
BC
728
Barrett & Company
Rhode Island
$993 +$981 +12 New
SWP
729
Strategic Wealth Partners
Ohio
$990 +$981 +12 New
EWM
730
EPG Wealth Management
Georgia
$660
RWA
731
Redmont Wealth Advisors
Illinois
$660
AIS
732
Advocate Investing Services
Maryland
$578 +$572 +7 New
IWMA
733
Ironwood Wealth Management (Arizona)
Arizona
$413 +$409 +5 New
BWM
734
Benson Wealth Management
Tennessee
$165 +$164 +2 New
FMP
735
Financial Management Professionals
Texas
-$9.16M -113,557 Closed
Citadel Advisors
736
Citadel Advisors
Florida
-$6.14M -75,081 Closed
Citigroup
737
Citigroup
New York
-$3.49M -43,260 Closed
P
738
Pitcairn
Pennsylvania
-$2.67M -33,050 Closed
FTUS
739
Flow Traders U.S.
New York
-$2M -24,784 Closed
GS
740
GTS Securities
New York
-$1.88M -23,259 Closed
ST
741
Sentinel Trust
Texas
-$1.43M -17,748 Closed
VWM
742
VCI Wealth Management
Missouri
-$1.36M -16,804 Closed
GT
743
Greenleaf Trust
Michigan
-$1.06M -13,192 Closed
TRCT
744
Tower Research Capital (TRC)
New York
-$1.06M -13,134 Closed
KOC
745
Koss-Olinger Consulting
Florida
-$835K -11,156 Closed
CGF
746
Constant Guidance Financial
Massachusetts
-$524K -6,492 Closed
BJL
747
Brighton Jones LLC
Washington
-$505K -6,262 Closed
Fisher Asset Management
748
Fisher Asset Management
Washington
-$424K -5,260 Closed
PCA
749
Prosperity Capital Advisors
Ohio
-$378K -4,686 Closed
Empower Advisory Group
750
Empower Advisory Group
Colorado
-$352K -4,362 Closed