SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

629 hedge funds and large institutions have $5.97B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 219 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
8.55%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.01%
New
48
Increased
219
Reduced
258
Closed
32
Calls
$578K
Puts
$279K
Net Calls
+$299K
Net Calls Change
-$337K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$123M
2
RW
2
RVW Wealth
California
$67.7M
3
GWM
3
Geneos Wealth Management
Colorado
$54M
4
TC
4
TownSquare Capital
Utah
$26.5M
5
LPT
5
Legacy Private Trust
Wisconsin
$84.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$220M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
SFP
3
Shepherd Financial Partners
Massachusetts
$48.2M
4
RA
4
RFG Advisory
Alabama
$101M
5
SF
5
Symphony Financial
Texas
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$54.3M -$932K -13,702 -2%
Bank of America
27
Bank of America
North Carolina
$54.2M +$9.23M +135,642 +20%
GWM
28
Geneos Wealth Management
Colorado
$54M +$29.7M +436,690 +122%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$50.5M +$9.42M +138,570 +23%
FSG
30
Financial Strategies Group
Michigan
$48.3M -$267K -4,095 -0.6%
SFP
31
Shepherd Financial Partners
Massachusetts
$48.2M -$52.9M -777,300 -52%
MHR
32
Matthew Hamilton Rosenberg
$46.6M +$4.17M +61,300 +10%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$43.7M +$1.72M +25,357 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$42.8M -$2.04M -30,009 -5%
BIP
35
Blueprint Investment Partners
North Carolina
$42.7M -$26.8M -394,683 -39%
WFS
36
Weitzel Financial Services
Iowa
$42.6M -$801K -12,258 -2%
Cerity Partners
37
Cerity Partners
New York
$41.3M -$151K -2,224 -0.4%
WAS
38
Winch Advisory Services
Wisconsin
$39.7M +$723K +10,628 +2%
VAMG
39
Voisard Asset Management Group
Michigan
$37.4M +$9.43M +138,700 +34%
JIP
40
Jaffetilchin Investment Partners
Florida
$35.1M -$279K -4,095 -0.8%
ACM
41
Advisors Capital Management
New Jersey
$34M +$8.22M +120,860 +32%
Raymond James Financial
42
Raymond James Financial
Florida
$34M -$8.06M -118,472 -19%
TCFP
43
Treasure Coast Financial Planning
Florida
$32.3M -$288K -4,242 -0.9%
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$32.2M +$4.56M +67,100 +17%
VA
45
VestGen Advisors
Illinois
$31.1M +$31.1M +456,756 New
PAS
46
Park Avenue Securities
New York
$30.4M -$173K -2,543 -0.6%
GAG
47
GM Advisory Group
New York
$29.8M -$367K -5,398 -1%
WAG
48
Winthrop Advisory Group
Massachusetts
$28.9M -$2.08M -30,548 -7%
TC
49
TownSquare Capital
Utah
$26.5M +$25M +367,250 +1,648%
JCM
50
Jacobi Capital Management
Pennsylvania
$26.3M +$10.1M +148,518 +62%
1
2
3 4 5