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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
$222M
2
SF
Symphony Financial
Texas
$46.9M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$39.2M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$180M
2
RA
RFG Advisory
Alabama
$35.2M
3
RW
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$143M
5
GWM
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
451
Lloyd Advisory Services
Georgia
$400K -$31.2K -416 -7%
Tudor Investment Corp
452
Tudor Investment Corp
Connecticut
$400K +$400K +5,336 New
GF
453
Goodman Financial
Texas
$400K -$17.1K -229 -4%
AFP
454
Ausdal Financial Partners
Iowa
$398K +$30K +400 +8%
FCH
455
Freestone Capital Holdings
Washington
$396K -$75.5K -1,008 -16%
AC
456
Attessa Capital
Arizona
$392K – – –
CCB
457
Country Club Bank
Missouri
$392K – – –
PWM
458
Partnership Wealth Management
Maryland
$390K +$42.5K +567 +12%
HGWM
459
Horst & Graben Wealth Management
Oregon
$387K +$5.77K +77 +2%
QCM
460
Quantinno Capital Management
New York
$383K -$14.2K -190 -4%
Kayne Anderson Rudnick Investment Management
461
Kayne Anderson Rudnick Investment Management
California
$383K – – –
FMI
462
F/M Investments
District of Columbia
$379K – – –
JSW
463
Journey Strategic Wealth
New Jersey
$378K -$262K -3,496 -41%
GKWIM
464
Gerber Kawasaki Wealth & Investment Management
California
$378K +$61.1K +816 +19%
OWA
465
Outlook Wealth Advisors
Texas
$378K -$12.1K -161 -3%
BP
466
BCK Partners
New York
$377K -$29.3K -391 -7%
Fisher Asset Management
467
Fisher Asset Management
Washington
$377K +$377K +5,035 New
BCMLT
468
Beacon Capital Management LLC (Tennessee)
Tennessee
$376K +$13.8K +184 +4%
AAS
469
Ameritas Advisory Services
Nebraska
$376K -$158K -2,113 -30%
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$375K +$32.4K +432 +9%
AWA
471
ARQ Wealth Advisors
Arizona
$375K – – –
FCMA
472
Foresight Capital Management Advisors
Michigan
$367K -$71.5K -955 -16%
CA
473
Clearstead Advisors
Ohio
$367K -$677K -9,035 -65%
PRTG
474
Post Resch Tallon Group
New York
$365K – – –
FWP
475
Falcon Wealth Planning
California
$364K -$29K -387 -7%
17 18
19
20 21