SPTM icon

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 %
DWP
401
Destiny Wealth Partners
Florida
$587K -$8.24K -110 -1%
Jane Street
402
Jane Street
New York
$577K +$577K +7,709 New
RH
403
RFG Holdings
Texas
$577K – – –
GA
404
GSG Advisors
New Jersey
$571K +$62.5K +834 +12%
WWP
405
Wise Wealth Partners
Arizona
$569K +$225 +3 +0%
MIM
406
Moseley Investment Management
Florida
$566K +$3K +40 +0.5%
Comerica Bank
407
Comerica Bank
Texas
$563K -$29K -387 -5%
WWM
408
Wiser Wealth Management
Georgia
$558K -$43.4K -580 -7%
SIM
409
Stratos Investment Management
Ohio
$547K +$214K +2,858 +64%
CA
410
Crumly & Associates
Illinois
$528K – – –
MWM
411
Mission Wealth Management
California
$527K +$300 +4 +0.1%
RWM
412
Rockwood Wealth Management
Pennsylvania
$523K -$18.5K -247 -3%
SWM
413
SpringVest Wealth Management
Texas
$520K +$300 +4 +0.1%
VWM
414
Vigilare Wealth Management
Arizona
$514K +$72.4K +967 +16%
SPC
415
Sigma Planning Corp
Michigan
$506K -$1.33M -17,783 -72%
PG
416
Patten Group
Tennessee
$498K -$51.6K -689 -9%
VIM
417
Vista Investment Management
Pennsylvania
$494K -$181K -2,417 -27%
PCIA
418
Prime Capital Investment Advisors
Kansas
$490K -$520K -6,942 -51%
FIA
419
Foundations Investment Advisors
Arizona
$490K +$96.4K +1,287 +25%
SP
420
Successful Portfolios
Florida
$489K +$75 +1 +0%
PPW
421
Pasadena Private Wealth
California
$488K – – –
BJL
422
Brighton Jones LLC
Washington
$486K +$1.5K +20 +0.3%
SFG
423
SNS Financial Group
Minnesota
$485K -$18.5K -247 -4%
GWS
424
Glassman Wealth Services
Virginia
$482K +$152K +2,034 +46%
FCM
425
Fourpath Capital Management
Oklahoma
$480K -$285K -3,801 -37%
15 16
17
18 19