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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

645 hedge funds and large institutions have $6.73B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 225 increasing their positions, 250 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
8.65%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
0.97%
New
63
Increased
225
Reduced
250
Closed
34
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.51M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$86.7M
2
SF
Symphony Financial
Texas
+$46.3M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$36.4M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$32.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$220M
2
RA
RFG Advisory
Alabama
-$75.9M
3
RW
RVW Wealth
California
-$51.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35.1M
5
GWM
Geneos Wealth Management
Colorado
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
276
Morling Financial Advisors
California
$1.54M -$5.99K -80 -0.4%
WCP
277
Wealthcare Capital Partners
Pennsylvania
$1.54M -$79.9K -1,067 -5%
AssetMark Inc
278
AssetMark Inc
California
$1.54M +$523K +6,980 +52%
NG
279
Novem Group
New York
$1.53M +$701K +9,360 +84%
LWM
280
LJI Wealth Management
Indiana
$1.51M -$468K -6,249 -24%
AWA
281
Alta Wealth Advisors
Massachusetts
$1.5M -$3.89K -52 -0.3%
FWM
282
FMA Wealth Management
Massachusetts
$1.5M -$3.22K -43 -0.2%
FWM
283
FSA Wealth Management
Massachusetts
$1.48M -$1.65K -22 -0.1%
AWM
284
Apollon Wealth Management
South Carolina
$1.47M +$132K +1,763 +10%
SA
285
Stewardship Advisors
Pennsylvania
$1.47M – – –
SB
286
Strategic Blueprint
Georgia
$1.46M -$3.15K -42 -0.2%
MFA
287
McClarren Financial Advisors
Pennsylvania
$1.46M +$172K +2,296 +13%
RMF
288
Red Mountain Financial
Colorado
$1.45M +$44.3K +592 +3%
BMD
289
Better Money Decisions
New Mexico
$1.44M +$46.9K +626 +3%
TCM
290
Telos Capital Management
California
$1.43M -$12.1K -161 -0.8%
ADL
291
Asset Dedication LLC
California
$1.42M -$18.3K -244 -1%
ST
292
Sentinel Trust
Texas
$1.42M -$173K -2,306 -11%
CW
293
CreativeOne Wealth
Kansas
$1.4M -$113K -1,507 -7%
AWMG
294
Alliance Wealth Management Group
New Jersey
$1.4M +$39.5K +528 +3%
GT
295
Glenview Trust
Kentucky
$1.34M – – –
PWH
296
Priebe Wealth Holdings
Minnesota
$1.32M -$93.2K -1,245 -7%
ASW
297
Astoria Strategic Wealth
Texas
$1.32M +$37.2K +497 +3%
Stifel Financial
298
Stifel Financial
Missouri
$1.29M -$30K -401 -2%
IA
299
Insight Advisors
Pennsylvania
$1.28M -$21.7K -290 -2%
BlackRock
300
BlackRock
New York
$1.27M -$407K -5,434 -24%
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