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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$80.4M |
| 2 |
SF
Symphony Financial
Houston,
Texas
|
+$42.7M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$40.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$33.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$70.3M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$47.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32.5M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$27.1M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$26.5M |
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.