State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
736 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 105 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 35 closing their positions.
200% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 35
9% more funds holding
Funds holding: 674 → 736 (+62)
8% more capital invested
Capital invested by funds: $7.52B → $8.15B (+$632M)
5% more funds holding in top 10
Funds holding in top 10: 76 → 80 (+4)
4.07% more ownership
Funds ownership: 63.86% → 67.93% (+4.1%)
7% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 258
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
+$239M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$230M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$32.3M |
| 4 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$31.7M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$29.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.6M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$21.6M |
| 4 |
Two Sigma Investments
New York
|
-$9.71M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$9.46M |
SPTM Hedge Fund Activity: Q4 2025 in Review
736 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q4 2025, worth a combined $8.15B — up 8.4% from $7.52B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new SPTM positions and 35 closed out — a net gain of 70 holders — while 239 added to existing stakes and 258 trimmed.
The largest buyer was RMG Wealth Management, opening a new position worth an estimated $239M. The largest seller was VestGen Advisors, cutting an estimated $29.1M.
- 736 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q4 2025, up from 674 in Q3 2025.
- Funds reported $8.15B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q4 2025, up 8.4% quarter-over-quarter.
- 105 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q4 2025 and 35 closed out, a net change of +70 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q4 2025 was RMG Wealth Management, an estimated $239M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q4 2025 was VestGen Advisors, an estimated $29.1M sold.
Based on aggregated 13F filings for Q4 2025.