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
EIM
101
Ervin Investment Management
Washington
$13M
B
102
Bensler
Washington
$12.9M
PS
103
Portfolio Strategies
New York
$12.6M
XF
104
XML Financial
Maryland
$12.5M
SPA
105
Sentinel Pension Advisors
Massachusetts
$12.3M
EK
106
Evensky & Katz
Florida
$12.1M
GSC
107
G&S Capital
Colorado
$12.1M
Two Sigma Investments
108
Two Sigma Investments
New York
$12M
BL
109
Balentine LLC
Georgia
$12M
SIAS
110
Summit Investment Advisory Services
Minnesota
$11.7M
IRC
111
Investors Research Corp
Georgia
$11.5M
CFG
112
Cornerstone Financial Group
Nebraska
$11.3M
WWM
113
Western Wealth Management
Colorado
$11.1M
GWP
114
Gateway Wealth Partners
Wisconsin
$11M
RCS
115
Retirement Capital Strategies
California
$10.9M
GRP
116
Global Retirement Partners
California
$10.8M
Lido Advisors
117
Lido Advisors
California
$10.7M
IF
118
IRON Financial
Illinois
$10.6M
UBS Group
119
UBS Group
Switzerland
$10.6M
BFG
120
Beacon Financial Group
Texas
$10.6M
APWA
121
Atlas Private Wealth Advisors
New Jersey
$10.5M
FDS
122
Freedom Day Solutions
Texas
$10.3M
RFN
123
Redwood Financial Network
Ohio
$10.2M
TCM
124
TD Capital Management
Tennessee
$10.2M
LHC
125
Little House Capital
Massachusetts
$9.87M