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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

643 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, 224 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
8.62%
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
224
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 %
Jane Street
401
Jane Street
New York
$577K +$577K +7,709 New
RH
402
RFG Holdings
Texas
$577K – – –
GA
403
GSG Advisors
New Jersey
$571K +$62.5K +834 +12%
WWP
404
Wise Wealth Partners
Arizona
$569K +$225 +3 +0%
MIM
405
Moseley Investment Management
Florida
$566K +$3K +40 +0.5%
Comerica Bank
406
Comerica Bank
Texas
$563K -$29K -387 -5%
WWM
407
Wiser Wealth Management
Georgia
$558K -$43.4K -580 -7%
SIM
408
Stratos Investment Management
Ohio
$547K +$214K +2,858 +64%
CA
409
Crumly & Associates
Illinois
$528K – – –
MWM
410
Mission Wealth Management
California
$527K +$300 +4 +0.1%
RWM
411
Rockwood Wealth Management
Pennsylvania
$523K -$18.5K -247 -3%
SWM
412
SpringVest Wealth Management
Texas
$520K +$300 +4 +0.1%
VWM
413
Vigilare Wealth Management
Arizona
$514K +$72.4K +967 +16%
SPC
414
Sigma Planning Corp
Michigan
$506K -$1.33M -17,783 -72%
PG
415
Patten Group
Tennessee
$498K -$51.6K -689 -9%
VIM
416
Vista Investment Management
Pennsylvania
$494K -$181K -2,417 -27%
PCIA
417
Prime Capital Investment Advisors
Kansas
$490K -$520K -6,942 -51%
FIA
418
Foundations Investment Advisors
Arizona
$490K +$96.4K +1,287 +25%
SP
419
Successful Portfolios
Florida
$489K +$75 +1 +0%
PPW
420
Pasadena Private Wealth
California
$488K – – –
BJL
421
Brighton Jones LLC
Washington
$486K +$1.5K +20 +0.3%
SFG
422
SNS Financial Group
Minnesota
$485K -$18.5K -247 -4%
GWS
423
Glassman Wealth Services
Virginia
$482K +$152K +2,034 +46%
FCM
424
Fourpath Capital Management
Oklahoma
$480K -$285K -3,801 -37%
GIA
425
Gladstone Institutional Advisory
Florida
$477K -$40.9K -546 -8%
15 16
17
18 19