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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 %
CCM
376
Crew Capital Management
Ohio
$706K +$13.9K +185 +2%
Northern Trust
377
Northern Trust
Illinois
$705K – – –
Bank of New York Mellon
378
Bank of New York Mellon
New York
$704K -$81.5K -1,088 -10%
RWM
379
Ritholtz Wealth Management
New York
$700K +$179K +2,384 +34%
MMCM
380
Murphy & Mullick Capital Management
New York
$697K +$684K +8,945 +5,111%
AAS
381
Avantax Advisory Services
Texas
$697K +$64K +854 +10%
MWAM
382
Manhattan West Asset Management
California
$691K -$36.5K -487 -5%
EWM
383
Echo Wealth Management
Minnesota
$688K +$9.06K +121 +1%
SFM
384
Signet Financial Management
New Jersey
$679K +$88K +1,175 +15%
BMCM
385
Burns Matteson Capital Management
New York
$677K -$87.6K -1,170 -11%
JF
386
Jericho Financial
Ohio
$664K +$10.8K +144 +2%
SW
387
SlateStone Wealth
Florida
$659K – – –
RSWM
388
Robertson Stephens Wealth Management
California
$654K – – –
SP
389
Stonebrook Private
Michigan
$653K +$653K +8,718 New
CWA
390
CogentBlue Wealth Advisors
Tennessee
$649K +$649K +8,666 New
BWMG
391
Barnes Wealth Management Group
California
$647K +$76K +1,015 +13%
CA
392
CoreCap Advisors
Michigan
$639K -$110K -1,470 -15%
YCG
393
Yeomans Consulting Group
Georgia
$637K +$637K +8,495 New
IWN
394
Independent Wealth Network
Iowa
$635K +$1.95K +26 +0.3%
BCM
395
Brookstone Capital Management
Illinois
$625K -$209K -2,788 -25%
TIAA Trust, National Association
396
TIAA Trust, National Association
North Carolina
$613K – – –
CL
397
Choreo LLC
Illinois
$597K +$6.14K +82 +1%
SWA
398
Stratos Wealth Advisors
Ohio
$595K -$126K -1,677 -17%
TPWM
399
Twelve Points Wealth Management
Massachusetts
$594K -$7.49K -100 -1%
CRI
400
Colonial River Investments
Virginia
$592K -$74.6K -982 -11%
14 15
16
17 18