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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
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 %
IPA
201
Investment Planning Advisors
Georgia
$3.09M -$10.1M -135,078 -77%
Betterment LLC
202
Betterment LLC
New York
$3.06M +$63.3K +845 +2%
KIA
203
KCM Investment Advisors
California
$3.05M +$3.05M +40,698 New
Jones Financial Companies
204
Jones Financial Companies
Missouri
$2.95M +$855K +11,478 +41%
GS
205
GTS Securities
New York
$2.9M +$2.9M +38,727 New
SC
206
SouthState Corp
Florida
$2.78M +$705K +9,415 +34%
TVAMP
207
Tennessee Valley Asset Management Partners
Tennessee
$2.71M +$219K +2,920 +9%
DWM
208
Dogwood Wealth Management
Kansas
$2.7M -$216K -2,872 -7%
AWG
209
Altus Wealth Group
Colorado
$2.65M -$80.6K -1,076 -3%
WAS
210
Wealth Advisory Solutions
Indiana
$2.64M +$68.2K +910 +3%
FSA
211
Financial Sense Advisors
California
$2.64M -$47.6K -635 -2%
FFA
212
Founders Financial Alliance
North Carolina
$2.61M +$48.4K +646 +2%
SFP
213
Strategic Financial Planning
Texas
$2.5M -$1.35K -18 -0.1%
P
214
Pitcairn
Pennsylvania
$2.48M – – –
TSWM
215
Tyler-Stone Wealth Management
Ohio
$2.45M +$170K +2,267 +7%
CA
216
Claro Advisors
Massachusetts
$2.43M -$41.3K -552 -2%
CPA
217
Cardiff Park Advisors
California
$2.38M +$13K +173 +0.5%
WWA
218
WCG Wealth Advisors
Nevada
$2.37M +$1.05M +13,965 +79%
SWA
219
SFMG Wealth Advisors
Texas
$2.35M -$101K -1,351 -4%
QC
220
Quent Capital
New York
$2.33M -$48.8K -652 -2%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$2.3M -$3.39M -45,201 -60%
RMAM
222
Raab & Moskowitz Asset Management
New Jersey
$2.29M -$53.1K -709 -2%
FWM
223
Fingerlakes Wealth Management
New York
$2.29M -$32.7K -436 -1%
JWM
224
Jacksonville Wealth Management
Florida
$2.29M -$1.39M -18,553 -38%
EFN
225
Equita Financial Network
Pennsylvania
$2.27M -$874K -11,669 -28%
7 8
9
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