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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
8.63%
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
1
Creative Planning
Kansas
$222M
2
SF
2
Symphony Financial
Texas
$46.9M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$43.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$39.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$195M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$180M
2
RA
2
RFG Advisory
Alabama
$35.2M
3
RW
3
RVW Wealth
California
$23.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$143M
5
GWM
5
Geneos Wealth Management
Colorado
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
526
CRA Financial Services
New Jersey
$250K +$75 +1 +0%
FAM
527
Formidable Asset Management
Ohio
$250K – – –
BWM
528
Buska Wealth Management
Wisconsin
$247K +$247K +3,292 New
CMS
529
Capital Market Strategies
Florida
$246K +$246K +3,286 New
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$246K -$3.74K -50 -1%
AA
531
Apriem Advisors
California
$245K +$245K +3,269 New
TPWA
532
TRUE Private Wealth Advisors
Oregon
$244K -$19.3K -258 -7%
WOSD
533
WFA of San Diego
California
$242K +$242K +3,234 New
SS
534
SBI Securities
Japan
$239K +$5.62K +75 +2%
KRW
535
Kaufman Rossin Wealth
Florida
$238K +$238K +3,177 New
RDWM
536
Red Door Wealth Management
Tennessee
$238K +$749 +10 +0.3%
OWM
537
Opes Wealth Management
California
$227K – – –
AWM
538
Aviso Wealth Management
Washington
$226K +$226K +3,020 New
BF
539
BOK Financial
Oklahoma
$225K – – –
LK
540
Lumbard & Kellner
New Hampshire
$224K – – –
VFG
541
Victory Financial Group
Texas
$221K -$59.3K -792 -21%
TWM
542
Trevian Wealth Management
Massachusetts
$219K +$219K +2,927 New
CPC
543
Cookson Peirce & Co
Pennsylvania
$216K +$216K +2,890 New
FPW
544
Flagship Private Wealth
Massachusetts
$215K +$215K +2,873 New
FNA
545
First National Advisers
Nebraska
$213K +$213K +2,838 New
EL
546
Essex LLC
Illinois
$212K +$212K +2,825 New
FA
547
FSA Advisors
Michigan
$209K +$209K +2,791 New
HWM
548
Horizon Wealth Management
Illinois
$208K +$208K +2,776 New
PGWM
549
Parisi Gray Wealth Management
New Jersey
$207K +$207K +2,763 New
MWC
550
MBM Wealth Consultants
Missouri
$204K +$204K +2,729 New
20 21
22
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