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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

630 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
630
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
8.56%
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 %
FWM
276
FSA Wealth Management
Massachusetts
$1.34M -$60.5K -889 -4%
SA
277
Stewardship Advisors
Pennsylvania
$1.34M – – –
MFA
278
McClarren Financial Advisors
Pennsylvania
$1.33M -$188K -2,415 -12%
SB
279
Strategic Blueprint
Georgia
$1.33M -$8.5K -125 -0.6%
LCWP
280
Legacy Capital Wealth Partners
Arkansas
$1.33M -$8.77K -129 -0.7%
TCM
281
Telos Capital Management
California
$1.31M -$3.2K -47 -0.2%
ADL
282
Asset Dedication LLC
California
$1.31M – – –
PWH
283
Priebe Wealth Holdings
Minnesota
$1.29M -$463K -6,805 -26%
BEC
284
Blue Edge Capital
Virginia
$1.28M +$60.5K +890 +5%
RMF
285
Red Mountain Financial
Colorado
$1.28M +$261K +3,840 +26%
BMD
286
Better Money Decisions
New Mexico
$1.26M -$46.8K -688 -4%
CC
287
Climber Capital
Switzerland
$1.24M -$357K -6,200 -22%
AWMG
288
Alliance Wealth Management Group
New Jersey
$1.24M -$50.2K -738 -4%
AWM
289
Apollon Wealth Management
South Carolina
$1.22M +$2.45K +36 +0.2%
GT
290
Glenview Trust
Kentucky
$1.21M – – –
Stifel Financial
291
Stifel Financial
Missouri
$1.2M -$32.3K -475 -3%
WWA
292
WCG Wealth Advisors
Nevada
$1.2M -$1.22K -18 -0.1%
Lido Advisors
293
Lido Advisors
California
$1.19M +$3.88K +57 +0.3%
IA
294
Insight Advisors
Pennsylvania
$1.19M +$110K +1,612 +10%
ASW
295
Astoria Strategic Wealth
Texas
$1.16M +$23.6K +347 +2%
BSTWA
296
Blake Schutter Theil Wealth Advisors
Ohio
$1.15M – – –
CCMG
297
Clark Capital Management Group
Pennsylvania
$1.15M +$71.3K +1,049 +7%
WFPG
298
Waller Financial Planning Group
Ohio
$1.15M +$40.3K +593 +4%
BBHC
299
Brown Brothers Harriman & Co
New York
$1.15M – – –
SFC
300
Strategic Financial Concepts
Texas
$1.15M +$27.1K +399 +2%
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