We are live on ! Find out more
SPTM icon

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

672 hedge funds and large institutions have $7.51B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $6.79B → $7.51B (+$726M)

3% more funds holding in top 10

Funds holding in top 10: 7476 (+2)

2% more funds holding

Funds holding: 659672 (+13)

1.12% more ownership

Funds ownership: 62.72%63.84% (+1.1%)

21% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 273

Holders
672
Holders Change
+13
Holders Change %
+1.97%
% of All Funds
8.82%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1%
New
60
Increased
217
Reduced
273
Closed
27
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
151
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.81M +$91.9K +1,182 +1%
IP
152
Isthmus Partners
Wisconsin
$6.76M +$69.7K +897 +1%
DWA
153
Delap Wealth Advisory
Oregon
$6.75M -$45.8K -589 -0.7%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$6.67M -$118K -1,520 -2%
SC
155
Savant Capital
Illinois
$6.65M +$244K +3,139 +4%
CSP
156
Cary Street Partners
Virginia
$6.47M -$168K -2,167 -3%
IC
157
IEQ Capital
California
$6.43M +$6.2M +79,725 New
BDF
158
Black Diamond Financial
Maryland
$6.42M +$6.18M +79,564 New
PWG
159
Private Wealth Group
Florida
$6.21M +$307K +3,948 +5%
RC
160
Roundview Capital
New Jersey
$6.18M +$37.6K +484 +0.6%
BMWS
161
Brady Martz Wealth Solutions
North Dakota
$6.16M -$91.5K -1,178 -2%
JSL
162
JT Stratford LLC
Georgia
$6.09M +$126K +1,627 +2%
Citadel Advisors
163
Citadel Advisors
Florida
$6.06M +$5.83M +75,081 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$5.83M -$293K -3,776 -5%
LCGC
165
Legacy Capital Group California
California
$5.79M -$72.7K -935 -1%
VAF
166
Values Added Financial
District of Columbia
$5.58M -$58.9K -758 -1%
HighTower Advisors
167
HighTower Advisors
Illinois
$5.53M +$42.8K +551 +0.8%
GVAG
168
Great Valley Advisor Group
Delaware
$5.47M +$577K +7,423 +12%
IWM
169
IHT Wealth Management
Illinois
$5.44M +$791K +10,174 +18%
MWM
170
Maridea Wealth Management
New York
$5.26M +$57.9K +745 +1%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$5.24M -$199K -2,555 -4%
TA
172
TKG Advisors
Indiana
$5.23M -$312K -4,014 -6%
TWM
173
Trinity Wealth Management
Pennsylvania
$5.19M -$246K -3,167 -5%
AWMS
174
Advocacy Wealth Management Services
Georgia
$5.04M
LCM
175
LVM Capital Management
Michigan
$4.97M +$103K +1,326 +2%