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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 %
CCMG
326
Clark Capital Management Group
Pennsylvania
$1.05M -$212K -2,832 -17%
PWM
327
Penobscot Wealth Management
Maine
$1.05M -$27.7K -370 -3%
CFGL
328
Cambridge Financial Group, LLC
Arizona
$1.04M -$2.55K -34 -0.2%
LSA
329
L & S Advisors
California
$1.02M +$92.3K +1,233 +10%
CA
330
Continuum Advisory
Idaho
$1.01M -$2.17K -29 -0.2%
TF
331
TLWM Financial
Texas
$1.01M -$6.29K -84 -0.6%
NF
332
Nikulski Financial
Iowa
$995K -$102K -1,358 -9%
AMCA
333
Arthur M. Cohen & Associates
Illinois
$960K – – –
SP
334
Sequent Planning
Nebraska
$952K +$524 +7 +0.1%
G
335
GenTrust
Florida
$941K – – –
SIMC
336
Squire Investment Management Company
Utah
$937K +$409K +5,461 +77%
Franklin Resources
337
Franklin Resources
California
$933K -$75 -1 -0%
VT
338
Vise Technologies
New York
$923K +$923K +12,330 New
PFG
339
Prosperity Financial Group
California
$922K +$178K +2,375 +24%
SCM
340
SCS Capital Management
Massachusetts
$920K +$920K +12,286 New
PWM
341
Prentice Wealth Management
New York
$918K – – –
CA
342
Calton & Associates
Florida
$898K +$898K +11,995 New
GA
343
Goldstein Advisors
Wisconsin
$884K -$5.77K -77 -0.6%
WS
344
Wedbush Securities
California
$884K -$9.66K -129 -1%
VPP
345
Vertex Planning Partners
Illinois
$868K +$33.9K +452 +4%
LCWP
346
Legacy Capital Wealth Partners
Arkansas
$864K -$601K -8,021 -41%
KOC
347
Koss-Olinger Consulting
Florida
$835K +$109K +1,449 +15%
DC
348
Davenport & Co
Virginia
$831K -$22.1K -295 -3%
MWM
349
MBE Wealth Management
Wisconsin
$826K +$9.14K +122 +1%
RWP
350
Ridgeline Wealth Planning
Ohio
$815K – – –
12 13
14
15 16