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
FCMA
751
Foresight Capital Management Advisors
Michigan
-$1.57M -18,972 Closed
CAS
752
Coppell Advisory Solutions
Texas
-$842K -10,128 Closed
TIAA Trust, National Association
753
TIAA Trust, National Association
North Carolina
-$742K -8,988 Closed
EF
754
Empowered Funds
Pennsylvania
-$396K -4,796 Closed
DAS
755
Diversify Advisory Services
Utah
-$403K -4,793 Closed
OWA
756
Outlook Wealth Advisors
Texas
-$390K -4,723 Closed
WPC
757
Wedmont Private Capital
Pennsylvania
-$391K -4,676 Closed
BWS
758
Broadway Wealth Solutions
Texas
-$372K -4,509 Closed
GCM
759
Gambit Capital Management
Tennessee
-$322K -3,899 Closed
KAS
760
KPP Advisory Services
Kentucky
-$291K -3,527 Closed
SWA
761
Sightline Wealth Advisors
Connecticut
-$243K -2,942 Closed
JIC
762
Johnson Investment Counsel
Ohio
-$215K -2,602 Closed
GIA
763
Gladstone Institutional Advisory
Florida
-$213K -2,576 Closed
TI
764
Truepoint Inc
Ohio
-$206K -2,491 Closed
AW
765
Alchemi Wealth
Connecticut
-$203K -2,465 Closed
AF
766
Atala Financial
California
-$235K -1,710 Closed
CFS
767
Compass Financial Services
Iowa
-$86.7K -1,051 Closed
CWP
768
Concord Wealth Partners
Virginia
-$45.5K -552 Closed
KBFS
769
Kohmann Bosshard Financial Services
Ohio
-$35.1K -426 Closed
WG
770
Wellington Group
Indiana
-$30.9K -374 Closed
SNB
771
Security National Bank
Nebraska
-$29.1K -353 Closed
WWM
772
Woodside Wealth Management
Massachusetts
-$20K -242 Closed
EB
773
Eastern Bank
Massachusetts
-$11.1K -135 Closed
RMC
774
Resources Management Corp
Connecticut
-$11K -130 Closed
GSWM
775
Golden State Wealth Management
California
-$8K -96 Closed