State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
637 hedge funds and large institutions have $5.95B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 223 increasing their positions, 259 reducing their positions, and 32 closing their positions.
107% more call options, than puts
Call options by funds: $578K | Put options by funds: $279K
47% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 32
0% more funds holding
Funds holding: 634 → 637 (+3)
1.07% less ownership
Funds ownership: 62.38% → 61.31% (-1.1%)
1% less funds holding in top 10
Funds holding in top 10: 75 → 74 (-1)
6% less capital invested
Capital invested by funds: $6.31B → $5.95B (-$352M)
14% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 259
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$106M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$48.7M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$26.3M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$25.1M |
| 5 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$104M |
| 2 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
-$55.6M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$37.9M |
| 4 |
SF
Symphony Financial
Houston,
Texas
|
-$36.2M |
| 5 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$28.3M |
SPTM Hedge Fund Activity: Q1 2025 in Review
637 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q1 2025, worth a combined $5.95B — down 5.6% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SPTM positions and 32 closed out — a net gain of 15 holders — while 223 added to existing stakes and 259 trimmed.
The largest buyer was Creative Planning, adding an estimated $106M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $104M sold.
- 637 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q1 2025, up from 634 in Q4 2024.
- Funds reported $5.95B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q1 2025, down 5.6% quarter-over-quarter.
- 47 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q1 2025 and 32 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q1 2025 was Creative Planning, an estimated $106M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $104M sold.
Based on aggregated 13F filings for Q1 2025.