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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

659 hedge funds and large institutions have $6.79B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

13% more capital invested

Capital invested by funds: $5.98B → $6.79B (+$805M)

3% more funds holding

Funds holding: 637 → 659 (+22)

1.12% more ownership

Funds ownership: 61.6% → 62.72% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 74 → 74 (0)

9% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 253

Holders
659
Holders Change
+22
Holders Change %
+3.45%
% of All Funds
8.68%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.97%
New
65
Increased
230
Reduced
253
Closed
33
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$1.51M

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$80.4M
2
SF
Symphony Financial
Texas
+$42.7M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$40.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$33.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
-$70.3M
2
RW
RVW Wealth
California
-$47.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$32.5M
4
GWM
Geneos Wealth Management
Colorado
-$27.1M
5
TC
TownSquare Capital
Utah
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$61.4M +$1.51M +21,812 +3%
MHR
27
Matthew Hamilton Rosenberg
$58.7M +$6.8M +97,961 +14%
FSG
28
Financial Strategies Group
Michigan
$56.8M +$735K +10,591 +1%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$55.8M +$195K +2,803 +0.4%
SFP
30
Shepherd Financial Partners
Massachusetts
$53.7M +$616K +8,880 +1%
Cerity Partners
31
Cerity Partners
New York
$52.3M +$6.3M +90,823 +15%
WFS
32
Weitzel Financial Services
Iowa
$51.5M +$1.04M +15,056 +2%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$50.3M +$1.96M +28,171 +4%
Raymond James Financial
34
Raymond James Financial
Florida
$49M +$10.7M +154,416 +31%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$47M -$145K -2,087 -0.3%
SF
36
Symphony Financial
Texas
$46.9M +$42.7M +615,517 +8,153%
VAMG
37
Voisard Asset Management Group
Michigan
$46.7M +$5.15M +74,151 +13%
WAS
38
Winch Advisory Services
Wisconsin
$43.5M -$209K -3,008 -0.5%
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
$43.4M +$40.3M +579,968 New
AWA
40
Aquire Wealth Advisors
Utah
$42.2M +$18.1M +260,409 +86%
ACM
41
Advisors Capital Management
New Jersey
$41.4M +$3.67M +52,855 +11%
AQR Capital Management
42
AQR Capital Management
Connecticut
$39.2M +$33.7M +486,157 +1,320%
JIP
43
Jaffetilchin Investment Partners
Florida
$39.1M +$426K +6,140 +1%
WAG
44
Winthrop Advisory Group
Massachusetts
$36M +$3.83M +55,239 +13%
VA
45
VestGen Advisors
Illinois
$35.9M +$895K +12,898 +3%
RA
46
RFG Advisory
Alabama
$35.2M -$70.3M -1,013,670 -68%
TCFP
47
Treasure Coast Financial Planning
Florida
$34M -$1.5M -21,558 -5%
GAG
48
GM Advisory Group
New York
$32.5M -$328K -4,733 -1%
PAS
49
Park Avenue Securities
New York
$32.3M -$1.1M -15,785 -4%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$30.3M -$4.72M -68,010 -14%
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SPTM Hedge Fund Activity: Q2 2025 in Review

659 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q2 2025, worth a combined $6.79B — up 13% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPTM positions and 33 closed out — a net gain of 32 holders — while 230 added to existing stakes and 253 trimmed.

The largest buyer was Creative Planning, adding an estimated $80.4M. The largest seller was RFG Advisory, cutting an estimated $70.3M.

  • 659 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q2 2025, up from 637 in Q1 2025.
  • Funds reported $6.79B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q2 2025 and 33 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q2 2025 was Creative Planning, an estimated $80.4M added.
  • The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q2 2025 was RFG Advisory, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2025.