SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

641 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, 248 reducing their positions, and 34 closing their positions.

Holders
641
Holders Change
+12
Holders Change %
+1.91%
% of All Funds
8.6%
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
248
Closed
34
Calls
$337K
Puts
–
Net Calls
+$337K
Net Calls Change
+$38K

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 Market Value Shares Shares
Change 		Shares
Change %
ETC
76
Exchange Traded Concepts
Oklahoma
$19.2M 256,193 +256,193 New
ZF
77
Zhang Financial
Michigan
$19.1M 254,896 -11,652 -4%
CFGSD
78
Compass Financial Group (South Dakota)
South Dakota
$19.1M 254,592 -4,473 -2%
AAS
79
Annex Advisory Services
Wisconsin
$19.1M 254,583 -10,026 -4%
PA
80
Parallel Advisors
California
$18.7M 249,215 -10,313 -4%
BAG
81
Bridgewealth Advisory Group
California
$18.6M 248,644 +217,073 +688%
Mariner
82
Mariner
Kansas
$18.2M 242,378 +39,429 +19%
RHP
83
Royal Harbor Partners
Texas
$17.8M 237,781 -9,604 -4%
VAG
84
VisionPoint Advisory Group
Texas
$17.8M 237,450 -59,757 -20%
AIA
85
AssuredPartners Investment Advisors
Florida
$17.1M 228,651 +228,651 New
FFA
86
Farther Finance Advisors
California
$16.8M 224,818 +57,485 +34%
PFA
87
Pure Financial Advisors
California
$16.7M 223,257 -7,791 -3%
APWA
88
Atlas Private Wealth Advisors
New Jersey
$16.1M 214,647 +22,616 +12%
MSAM
89
Moloney Securities Asset Management
Missouri
$15.9M 211,960 -452 -0.2%
SPWM
90
Spartan Planning & Wealth Management
North Carolina
$14.8M 198,046 +75,254 +61%
FWI
91
Facet Wealth Inc
Maryland
$14.7M 192,720 -7,085 -4%
CAGAS
92
Capital Advisory Group Advisory Services
Minnesota
$14.7M 196,626 +4,949 +3%
MAS
93
MPWM Advisory Solutions
Georgia
$14.6M 195,523 -4,198 -2%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$14.6M 195,186 -3,871 -2%
GLA
95
Great Lakes Advisors
Illinois
$14.2M 190,064 +1,372 +0.7%
IWP
96
IAG Wealth Partners
Wisconsin
$13.7M 183,352 +13,576 +8%
HAS
97
HBW Advisory Services
California
$13.7M 183,232 +14,373 +9%
CPP
98
Capasso Planning Partners
South Carolina
$13.2M 176,268 -81,177 -32%
SCA
99
Snowden Capital Advisors
New York
$13.1M 174,368 +1,443 +0.8%
AWA
100
Arete Wealth Advisors
Illinois
$12.7M 169,325 +9,071 +6%
2 3
4
5 6