State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
750 hedge funds and large institutions have $8.05B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 276 increasing their positions, 256 reducing their positions, and 40 closing their positions.
60% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 40
2% more funds holding
Funds holding: 738 → 750 (+12)
8% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 256
0.1% less ownership
Funds ownership: 67.94% → 67.84% (-0.1%)
1% less capital invested
Capital invested by funds: $8.15B → $8.05B (-$97M)
3% less funds holding in top 10
Funds holding in top 10: 80 → 78 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$222M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$75.9M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$74.6M |
| 4 |
CL
CVFG LLC
Shelbyville,
Indiana
|
+$48.2M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
-$74.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$44.6M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$31.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$26.1M |
SPTM Hedge Fund Activity: Q1 2026 in Review
750 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q1 2026, worth a combined $8.05B — down 1.2% from $8.15B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SPTM positions and 40 closed out — a net gain of 24 holders — while 276 added to existing stakes and 256 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $222M. The largest seller was RMG Wealth Management, exiting entirely with an estimated $74.4M sold.
- 750 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2026, up from 738 in Q4 2025.
- Funds reported $8.05B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2026, down 1.2% quarter-over-quarter.
- 64 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2026 and 40 closed out, a net change of +24 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2026 was AssetMark Inc, an estimated $222M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2026 was RMG Wealth Management, an estimated $74.4M sold.
Based on aggregated 13F filings for Q1 2026.