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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 %
FHA
301
First Horizon Advisors
Tennessee
$1.14M -$46.2K -679 -4%
RFP
302
Root Financial Partners
California
$1.14M +$5.51K +81 +0.5%
PCP
303
Proficio Capital Partners
Massachusetts
$1.14M – – –
CMMS
304
Comprehensive Money Management Services
Florida
$1.13M -$51.8K -761 -4%
KFGG
305
Keystone Financial Group (Georgia)
Georgia
$1.13M -$24.5K -361 -2%
LFP
306
Leeward Financial Partners
Washington
$1.1M +$3.47K +51 +0.3%
PTC
307
Private Trust Company
Ohio
$1.08M +$218K +3,200 +25%
LA
308
Lifeworks Advisors
Michigan
$1.05M -$87.3K -1,283 -8%
SPI
309
Sutton Place Investors
New York
$1.04M -$3.95K -58 -0.4%
AIM
310
Advyzon Investment Management
Illinois
$1.01M +$607K +8,920 +150%
NF
311
Nikulski Financial
Iowa
$996K -$11.2K -165 -1%
BWP
312
Bernardo Wealth Planning
Pennsylvania
$983K +$68 +1 +0%
PWM
313
Penobscot Wealth Management
Maine
$974K +$23.7K +348 +2%
CFGA
314
Cambridge Financial Group (Arizona)
Arizona
$950K – – –
CA
315
Clearstead Advisors
Ohio
$947K +$842K +12,384 +802%
BFG
316
Bleakley Financial Group
New Jersey
$946K +$170K +2,503 +22%
NP
317
NorthRock Partners
Minnesota
$939K -$16.4K -241 -2%
ACM
318
Armbruster Capital Management
New York
$927K +$4.29K +63 +0.5%
ARC
319
Advisor Resource Council
Texas
$924K +$924K +13,584 New
TF
320
TLWM Financial
Texas
$923K -$1.97K -29 -0.2%
CA
321
Continuum Advisory
Idaho
$923K -$33.1K -487 -3%
AssetMark Inc
322
AssetMark Inc
California
$920K -$919K -13,510 -50%
PCIA
323
Prime Capital Investment Advisors
Kansas
$917K +$472K +6,943 +106%
AMCA
324
Arthur M. Cohen & Associates
Illinois
$872K – – –
SP
325
Sequent Planning
Nebraska
$864K +$61.8K +908 +8%
11 12
13
14 15