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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

644 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, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
8.64%
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
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 %
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%
LSA
328
L & S Advisors
California
$1.02M +$92.3K +1,233 +10%
CA
329
Continuum Advisory
Idaho
$1.01M -$2.17K -29 -0.2%
TF
330
TLWM Financial
Texas
$1.01M -$6.29K -84 -0.6%
NF
331
Nikulski Financial
Iowa
$995K -$102K -1,358 -9%
AMCA
332
Arthur M. Cohen & Associates
Illinois
$960K – – –
SP
333
Sequent Planning
Nebraska
$952K +$524 +7 +0.1%
G
334
GenTrust
Florida
$941K – – –
SIMC
335
Squire Investment Management Company
Utah
$937K +$409K +5,461 +77%
Franklin Resources
336
Franklin Resources
California
$933K -$75 -1 -0%
VT
337
Vise Technologies
New York
$923K +$923K +12,330 New
PFG
338
Prosperity Financial Group
California
$922K +$178K +2,375 +24%
SCM
339
SCS Capital Management
Massachusetts
$920K +$920K +12,286 New
PWM
340
Prentice Wealth Management
New York
$918K – – –
CA
341
Calton & Associates
Florida
$898K +$898K +11,995 New
GA
342
Goldstein Advisors
Wisconsin
$884K -$5.77K -77 -0.6%
WS
343
Wedbush Securities
California
$884K -$9.66K -129 -1%
VPP
344
Vertex Planning Partners
Illinois
$868K +$33.9K +452 +4%
LCWP
345
Legacy Capital Wealth Partners
Arkansas
$864K -$601K -8,021 -41%
KOC
346
Koss-Olinger Consulting
Florida
$835K +$109K +1,449 +15%
DC
347
Davenport & Co
Virginia
$831K -$22.1K -295 -3%
MWM
348
MBE Wealth Management
Wisconsin
$826K +$9.14K +122 +1%
RWP
349
Ridgeline Wealth Planning
Ohio
$815K – – –
GAB
350
German American Bancorp
Indiana
$788K – – –
12 13
14
15 16