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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

643 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, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
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
224
Reduced
249
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 %
WCP
276
Wealthcare Capital Partners
Pennsylvania
$1.54M -$79.9K -1,067 -5%
AssetMark Inc
277
AssetMark Inc
California
$1.54M +$523K +6,980 +52%
NG
278
Novem Group
New York
$1.53M +$701K +9,360 +84%
LWM
279
LJI Wealth Management
Indiana
$1.51M -$468K -6,249 -24%
AWA
280
Alta Wealth Advisors
Massachusetts
$1.5M -$3.89K -52 -0.3%
FWM
281
FMA Wealth Management
Massachusetts
$1.5M -$3.22K -43 -0.2%
FWM
282
FSA Wealth Management
Massachusetts
$1.48M -$1.65K -22 -0.1%
AWM
283
Apollon Wealth Management
South Carolina
$1.47M +$132K +1,763 +10%
SA
284
Stewardship Advisors
Pennsylvania
$1.47M – – –
SB
285
Strategic Blueprint
Georgia
$1.46M -$3.15K -42 -0.2%
MFA
286
McClarren Financial Advisors
Pennsylvania
$1.46M +$172K +2,296 +13%
RMF
287
Red Mountain Financial
Colorado
$1.45M +$44.3K +592 +3%
BMD
288
Better Money Decisions
New Mexico
$1.44M +$46.9K +626 +3%
TCM
289
Telos Capital Management
California
$1.43M -$12.1K -161 -0.8%
ADL
290
Asset Dedication LLC
California
$1.42M -$18.3K -244 -1%
ST
291
Sentinel Trust
Texas
$1.42M -$173K -2,306 -11%
CW
292
CreativeOne Wealth
Kansas
$1.4M -$113K -1,507 -7%
AWMG
293
Alliance Wealth Management Group
New Jersey
$1.4M +$39.5K +528 +3%
GT
294
Glenview Trust
Kentucky
$1.34M – – –
PWH
295
Priebe Wealth Holdings
Minnesota
$1.32M -$93.2K -1,245 -7%
ASW
296
Astoria Strategic Wealth
Texas
$1.32M +$37.2K +497 +3%
Stifel Financial
297
Stifel Financial
Missouri
$1.29M -$30K -401 -2%
IA
298
Insight Advisors
Pennsylvania
$1.28M -$21.7K -290 -2%
BlackRock
299
BlackRock
New York
$1.27M -$407K -5,434 -24%
EB
300
Emprise Bank
Kansas
$1.27M +$1.27M +16,915 New
10 11
12
13 14