SPTM icon

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 %
OGF
501
Orin Green Financial
California
$311K – – –
WEG
502
World Equity Group
Illinois
$307K -$104K -1,383 -25%
PFP
503
Paragon Financial Partners
California
$307K +$674 +9 +0.2%
BWP
504
Balboa Wealth Partners
Arizona
$300K +$300K +4,000 New
LWMM
505
Legacy Wealth Management (Mississippi)
Mississippi
$297K -$258K -3,443 -46%
FWM
506
Focused Wealth Management
New York
$294K -$7.11K -95 -2%
RFG
507
Range Financial Group
Oregon
$288K +$39K +521 +16%
BIG
508
Brooklyn Investment Group
New York
$287K +$152K +2,035 +114%
BFP
509
Brewster Financial Planning
New York
$286K -$8.16K -109 -3%
CHAM
510
Clear Harbor Asset Management
Connecticut
$286K – – –
LFA
511
Laraway Financial Advisors
Minnesota
$286K +$39.9K +533 +16%
KAS
512
KPP Advisory Services
Kentucky
$277K +$277K +3,692 New
FFWM
513
Future Financial Wealth Management
Ohio
$276K – – –
TFM
514
Trademark Financial Management
Minnesota
$271K -$8.01K -107 -3%
SGCA
515
Steel Grove Capital Advisors
Tennessee
$270K – – –
OWA
516
One Wealth Advisors
California
$269K -$4.72K -63 -2%
FWM
517
Fortress Wealth Management
California
$269K – – –
HSG
518
Helen Stephens Group
Texas
$262K -$974 -13 -0.4%
BCI
519
Brinker Capital Investments
Pennsylvania
$262K -$2.94M -39,274 -92%
TFGT
520
TS Financial Group (TSFG)
Illinois
$262K – – –
SAS
521
SMI Advisory Services
Indiana
$261K – – –
Qube Research & Technologies (QRT)
522
Qube Research & Technologies (QRT)
United Kingdom
$259K +$66.6K +889 +35%
MWM
523
McNaughton Wealth Management
California
$258K – – –
KIM
524
Kestra Investment Management
Texas
$256K +$256K +3,424 New
GWMIA
525
Global Wealth Management Investment Advisory
Florida
$255K +$255K +3,411 New
19 20
21
22 23