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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
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 %
GWSA
601
Global Wealth Strategies & Associates
Colorado
$32.7K – – –
ACM
602
Anfield Capital Management
California
$30.6K +$75 +1 +0.2%
OA
603
Operose Advisors
Wisconsin
$29.4K – – –
TFA
604
Toth Financial Advisory
Virginia
$28.2K – – –
TWM
605
Topsail Wealth Management
North Carolina
$26.6K – – –
National Bank of Canada
606
National Bank of Canada
Quebec, Canada
$25.7K +$13.3K +177 +107%
NWM
607
Nova Wealth Management
Florida
$24.5K – – –
CWM
608
Centricity Wealth Management
Ohio
$24K +$449 +6 +2%
CSC
609
Caldwell Sutter Capital
California
$22.8K – – –
NCM
610
Northwest Capital Management
Oregon
$22.5K -$108K -1,439 -83%
AWM
611
Abound Wealth Management
Tennessee
$20.3K +$75 +1 +0.4%
BCWM
612
Bartlett & Co Wealth Management
Ohio
$19.6K – – –
CMP
613
Coston McIsaac & Partners
Maine
$19K – – –
AG
614
AmeriFlex Group
Nevada
$18.9K – – –
WWM
615
Woodside Wealth Management
Massachusetts
$18K – – –
IWM
616
IMG Wealth Management
Florida
$17.9K – – –
BWL
617
Bogart Wealth LLC
Virginia
$17.7K – – –
PWMG
618
Private Wealth Management Group
New Jersey
$17.3K – – –
HFS
619
Hopwood Financial Services
Virginia
$16.8K +$16.8K +224 New
FIM
620
FWL Investment Management
Texas
$16K – – –
GI
621
GAMMA Investing
California
$15.9K +$15.9K +212 New
PS
622
Principal Securities
Iowa
$14.8K -$2.4K -32 -14%
AF
623
Advisornet Financial
Minnesota
$12.5K – – –
MFT
624
Moisand Fitzgerald Tamayo
Florida
$10.4K -$4.04K -54 -28%
GSWM
625
Golden State Wealth Management
California
$9.27K – – –
23 24
25
26 27