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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

629 hedge funds and large institutions have $5.97B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 219 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
8.55%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.01%
New
48
Increased
219
Reduced
258
Closed
32
Calls
$578K
Puts
$279K
Net Calls
+$299K
Net Calls Change
-$337K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$101M
2
RW
RVW Wealth
California
+$46.3M
3
GWM
Geneos Wealth Management
Colorado
+$29.7M
4
TC
TownSquare Capital
Utah
+$25M
5
LPT
Legacy Private Trust
Wisconsin
+$23.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$248M
2
IAA
Independent Advisor Alliance
North Carolina
-$104M
3
SFP
Shepherd Financial Partners
Massachusetts
-$52.9M
4
RA
RFG Advisory
Alabama
-$36.1M
5
SF
Symphony Financial
Texas
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
226
MATAURO
New York
$2.04M -$9.32K -137 -0.5%
MWM
227
Modera Wealth Management
New Jersey
$2.03M -$111K -1,638 -5%
WIM
228
Westside Investment Management
California
$1.96M +$68 +1 +0%
TC
229
Trilogy Capital
California
$1.92M -$6.71M -98,645 -78%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M -$39.2K -577 -2%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$1.9M +$881K +13,033 +87%
SC
232
SouthState Corp
Florida
$1.89M +$1.89M +27,738 New
OFS
233
OneAscent Financial Services
Alabama
$1.87M +$45.2K +662 +2%
AWM
234
Axxcess Wealth Management
California
$1.86M +$393K +5,776 +27%
NWM
235
Northwest Wealth Management
Iowa
$1.83M +$106K +1,561 +6%
MFG
236
Merit Financial Group
Georgia
$1.83M +$333K +4,889 +22%
WIM
237
WealthPlan Investment Management
Nebraska
$1.81M -$269K -3,951 -13%
LWM
238
LJI Wealth Management
Indiana
$1.8M +$240K +3,524 +15%
CWM
239
Cahill Wealth Management
Michigan
$1.79M -$15.6K -230 -0.9%
LA
240
LexAurum Advisors
Kansas
$1.76M +$27.7K +407 +2%
VCM
241
Virtue Capital Management
Tennessee
$1.75M +$480K +7,068 +38%
JGIA
242
Jackson Grant Investment Advisers
Connecticut
$1.74M +$361K +5,308 +26%
NAS
243
NWF Advisory Services
California
$1.74M – – –
WFP
244
Wrenne Financial Planning
Kentucky
$1.72M -$4.76K -70 -0.3%
OPWM
245
Oakwell Private Wealth Management
Texas
$1.71M -$139K -2,043 -8%
BCB
246
Brian C. Broderick
$1.7M -$163K -2,400 -9%
BPA
247
Beacon Pointe Advisors
California
$1.69M -$67.4K -991 -4%
SPC
248
Sigma Planning Corp
Michigan
$1.67M -$33K -485 -2%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$1.66M -$322K -4,741 -16%
AWS
250
Atria Wealth Solutions
New York
$1.66M -$679K -9,983 -29%
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