SPTM icon

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 %
LPL Financial
1
LPL Financial
California
$608M -$3.47M -46,301 -0.6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$240M +$3.7M +49,444 +2%
Creative Planning
3
Creative Planning
Kansas
$222M +$86.7M +1,158,184 +64%
PAG
4
Private Advisor Group
New Jersey
$216M -$10.6M -141,678 -5%
VA
5
Valmark Advisers
Ohio
$205M +$6.25M +83,506 +3%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$195M +$32.2M +429,954 +20%
HNB
7
Huntington National Bank
Ohio
$180M -$220M – –
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$149M +$29.1M +383,922 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$143M -$35.1M -468,696 -20%
HFS
10
Hughes Financial Services
Virginia
$123M +$9.85M +128,549 +9%
MWM
11
Modern Wealth Management
Kansas
$120M -$7.17M -95,738 -6%
PFA
12
Professional Financial Advisors
Nebraska
$118M +$2.3M +30,672 +2%
SPWG
13
Syntegra Private Wealth Group
Missouri
$116M -$3.01M -40,258 -3%
Ameriprise
14
Ameriprise
Minnesota
$103M -$3.79M -50,703 -4%
Morgan Stanley
15
Morgan Stanley
New York
$99M -$11.6M -154,573 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$90.7M +$7.01M +98,013 +8%
Wells Fargo
17
Wells Fargo
California
$86.2M +$171K +2,279 +0.2%
LPT
18
Legacy Private Trust
Wisconsin
$83M -$9.97M -133,077 -11%
W
19
Wealthquest
Ohio
$82.8M +$1.52M +20,345 +2%
AWAG
20
ARS Wealth Advisors Group
Florida
$76.1M +$1.47M +19,669 +2%
RIM
21
Rockbridge Investment Management
New York
$74M +$1.12M +14,985 +2%
KFP
22
Keener Financial Planning
Texas
$72.5M +$11.1M +148,688 +18%
AF
23
Allworth Financial
California
$69M +$2.73M +36,517 +4%
BIP
24
Blueprint Investment Partners
North Carolina
$68.9M +$21.9M +291,817 +46%
Bank of America
25
Bank of America
North Carolina
$64.1M +$4.4M +58,757 +7%
1
2 3 4 5