SPTM icon

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

655 hedge funds and large institutions have $6.77B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 228 increasing their positions, 253 reducing their positions, and 33 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:

10% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 253

1% less funds holding in top 10

Funds holding in top 10: 7473 (-1)

Holders
655
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
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
176
Corient Private Wealth
Florida
$4.32M
PWA
177
Peterson Wealth Advisors
Utah
$4.31M
IWM
178
IHT Wealth Management
Illinois
$4.29M
HI
179
Harbour Investments
Wisconsin
$4.21M
AR
180
Apeiron RIA
Texas
$4.16M
PWM
181
Praetorian Wealth Management
California
$4.08M
JAG
182
Journey Advisory Group
Kentucky
$3.95M
AWM
183
Avior Wealth Management
Nebraska
$3.78M
GT
184
Greenleaf Trust
Michigan
$3.78M
AWM
185
AE Wealth Management
Kansas
$3.74M
ACA
186
Aptus Capital Advisors
Alabama
$3.71M
IWC
187
Integrated Wealth Concepts
Massachusetts
$3.67M
GL
188
Graypoint LLC
New York
$3.63M
KW
189
KWB Wealth
California
$3.62M
NA
190
NewEdge Advisors
Louisiana
$3.52M
BOH
191
Bank of Hawaii
Hawaii
$3.51M
KAS
192
Kestra Advisory Services
Texas
$3.49M
AO
193
Advisor OS
Illinois
$3.47M
MA
194
MJP Associates
Connecticut
$3.43M
GWP
195
Gateway Wealth Partners
Wisconsin
$3.38M
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$3.32M
CFGF
197
Compass Financial Group (Florida)
Florida
$3.29M
SWIA
198
Solano Wealth Investment Advisors
California
$3.26M
OIA
199
OneDigital Investment Advisors
Kansas
$3.21M
SSWM
200
Sheets Smith Wealth Management
North Carolina
$3.17M