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SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) Institutional Ownership

SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
$90.14 +0.46 (+0.51%)
As of 06/12/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA:SPTM)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$175.60M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$123.78M
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SPTM Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Wealthquest Corp861,002$68.07M4.8%+2.3%0.576%
6/3/2026 Parallel Advisors LLC224,797$17.77M0.3%-5.5%0.150%
5/19/2026 Strategic Investment Advisors MI160,522$12.70M0.9%+171.6%0.107%
5/19/2026 Arkadios Wealth Advisors51,684$4.09M0.1%+439.3%0.035%
5/15/2026 FreeGulliver LLC98,584$7.79M3.3%+1.9%0.066%
5/7/2026 Parallel Advisors LLC224,797$17.77M0.3%-5.5%0.150%
5/7/2026 Broderick Brian C21,600$1.71M0.3%-7.6%0.014%
5/7/2026 Koss Olinger Consulting LLC17,417$1.38M0.1%N/A0.012%
5/6/2026 Zhang Financial LLC283,279$22.40M0.8%+7.4%0.190%
5/6/2026 FSA Advisors Inc.3,119$247K0.2%-9.4%0.002%
5/6/2026 Bessemer Group Inc.970$77K0.0%-32.2%0.001%
5/5/2026 Beaumont Financial Advisors LLC4,049$320K0.0%-14.0%0.003%
5/5/2026 Bank of New York Mellon Corp6,696$529K0.0%+6.8%0.004%
5/4/2026 Archer Investment Corp850$67K0.0%N/A0.001%
5/1/2026 Manning & Napier Advisors LLC2,300$177K0.0%N/A0.002%
4/30/2026 Winch Advisory Services LLC595,816$47.11M10.8%-0.2%0.399%
4/30/2026 Beacon Financial Group126,650$10.01M1.0%-0.4%0.085%
4/30/2026 First Horizon Corp14,756$1.17M0.0%-4.6%0.010%
4/30/2026 Weitzel Financial Services Inc.678,821$54M19.3%+1.1%0.454%
4/28/2026 Ascentis Independent Advisors360$28K0.0%N/A0.000%
4/28/2026 GM Advisory Group LLC482,264$38.13M1.5%+0.9%0.323%
4/24/2026 Root Financial Partners LLC19,917$1.58M0.1%-4.9%0.013%
4/23/2026 Orca Investment Management LLC27,624$2.18M1.9%+3.2%0.018%
4/22/2026 Janney Montgomery Scott LLC13,309$1.05M0.0%-46.6%0.009%
4/21/2026 Wall Capital Group Inc.275,965$21.82M23.3%+39.9%0.185%
4/18/2026 Murphy & Mullick Capital Management Corp20,759$1.64M1.2%+16.6%0.014%
4/17/2026 Roble Belko & Company Inc210,628$16.65M2.1%-15.0%0.141%
3/2/2026 Sankala Group LLC1,884$157K0.1%N/A0.001%
3/2/2026 Amicus Financial Advisors LLC9,582$791K0.2%N/A0.007%
2/18/2026 Strive Financial Group LLC8,150$672K0.3%N/A0.006%
2/18/2026 Virtue Capital Management LLC24,378$2.02M0.1%-35.4%0.017%
2/18/2026 Tudor Investment Corp ET AL61,483$5.07M0.0%+2,084.9%0.043%
2/18/2026 IHT Wealth Management LLC67,773$5.59M0.1%+0.5%0.047%
2/17/2026 Advisory Services Network LLC105,241$8.68M0.1%+87.5%0.073%
2/17/2026 Captrust Financial Advisors66,198$5.46M0.0%+1.9%0.046%
2/16/2026 Financial Gravity Asset Management Inc.32,012$2.64M0.5%+4.5%0.022%
2/13/2026 GM Advisory Group LLC477,826$39.42M1.5%+11.4%0.332%
2/12/2026 Virtue Capital Management LLC73,092$6.03M0.2%+248.9%0.051%
2/12/2026 FreeGulliver LLC96,704$7.98M2.9%+0.5%0.067%
2/12/2026 Great Lakes Advisors LLC187,104$15.44M0.1%-0.6%0.130%
Trump’s secret China deal (Ad)

Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors? Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.tc pixel

Watch the full documentary and see which assets are positioned to benefit
2/12/2026 Graetz Wealth LLC6,116$505K0.5%N/A0.004%
2/11/2026 Hughes Financial Services LLC1,608,865$132.73M20.8%-1.3%1.119%
2/11/2026 Janney Montgomery Scott LLC24,900$2.05M0.0%+298.0%0.017%
2/11/2026 TIAA Trust National Association8,988$742K0.0%+12.8%0.006%
2/11/2026 JPMorgan Chase & Co.336,565$27.77M0.0%+5.5%0.234%
2/11/2026 Parallel Advisors LLC237,762$19.62M0.4%-2.1%0.165%
2/11/2026 Continuum Advisory LLC12,947$1.07M0.1%-1.8%0.009%
2/10/2026 Root Financial Partners LLC20,941$1.73M0.1%+2.9%0.015%
2/10/2026 Zhang Financial LLC263,693$21.76M0.8%-1.2%0.183%
2/10/2026Principia Wealth Advisory LLC79,461$6.56M1.7%-13.6%0.055%
2/9/2026 Cary Street Partners Financial LLC78,786$6.50M0.2%-1.8%0.055%
2/9/2026 Wealthquest Corp841,365$69.41M5.2%-23.9%0.585%
2/6/2026 EverSource Wealth Advisors LLC5,644$466K0.0%-20.7%0.004%
2/5/2026 TD Private Client Wealth LLC875$72K0.0%N/A0.001%
2/5/2026 Evensky & Katz LLC147,621$12.18M0.7%-1.7%0.103%
2/5/2026 Compass Financial Group Inc.43,005$3.55M1.6%-1.3%0.030%
2/5/2026 Cambridge Investment Research Advisors Inc.737,011$60.80M0.2%-0.9%0.513%
2/5/2026 Isthmus Partners LLC89,648$7.40M0.8%+6.9%0.062%
2/4/2026AIFG Consultants Ltd.6,322$522K0.9%-22.6%0.004%
2/4/2026 Fusion Capital LLC5,578$460K0.1%-3.8%0.004%
2/3/2026 Weitzel Financial Services Inc.671,114$55.49M21.5%+0.3%0.467%
2/3/2026 Climber Capital SA21,575$1.78M1.1%N/A0.015%
2/3/2026 Winch Advisory Services LLC596,924$49.25M10.9%+2.0%0.415%
2/2/2026 FSA Advisors Inc.3,443$290K0.1%N/A0.002%
1/30/2026 Strategic Blueprint LLC18,965$1.57M0.1%-2.5%0.013%
1/30/2026 Arlington Trust Co LLC8,431$696K0.1%-18.8%0.006%
1/29/2026 Quent Capital LLC37,117$3.06M0.2%+12.0%0.026%
1/28/2026Quent Long Short Global Small Cap Fund LP37,117$3.06M0.2%N/A0.026%
1/28/2026 Kingswood Wealth Advisors LLC17,946$1.48M0.1%+212.2%0.012%
1/28/2026 Emprise Bank16,340$1.35M0.6%-3.1%0.011%
1/26/2026 Private Trust Co. NA19,670$1.62M0.1%-55.5%0.014%
1/23/2026 Farther Finance Advisors LLC164,481$13.57M0.1%-2.2%0.113%
1/23/2026 Atala Financial Inc1,710$141K0.1%N/A0.001%
1/21/2026 Hunter Associates Investment Management LLC2,750$226K0.0%N/A0.002%
1/21/2026 Crews Bank & Trust712$59K0.0%+478.9%0.000%
1/15/2026 Burns Matteson Capital Management LLC8,110$669K0.2%-9.3%0.006%
1/15/2026 Jaffetilchin Investment Partners LLC527,419$43.51M2.5%+0.7%0.363%
1/14/2026 Praetorian Wealth Management Inc.49,603$4.09M0.8%+0.3%0.034%
1/13/2026 CoreCap Advisors LLC8,575$707K0.0%-1.9%0.006%
1/12/2026 Roble Belko & Company Inc247,903$20.45M2.7%-17.4%0.170%
1/12/2026 LVM Capital Management Ltd. MI64,031$5.28M0.5%+3.9%0.044%
1/12/2026 RVW Wealth LLC308,132$25.42M1.9%-1.2%0.212%
1/9/2026 Congress Asset Management Co.2,431$201K0.0%-12.5%0.002%
1/9/2026 Partnership Wealth Management LLC5,422$447K0.3%+3.0%0.004%
1/7/2026 Vigilare Wealth Management7,831$646K0.2%+3.2%0.005%
1/5/2026 Rosenberg Matthew Hamilton794,032$65.51M13.6%+2.5%0.545%
1/1/2026 JPMorgan Chase & Co.318,887$25.72M0.0%+10.5%0.224%
1/1/2026 Tudor Investment Corp ET AL2,814$227K0.0%-47.3%0.002%
12/9/2025 Tudor Investment Corp ET AL2,814$227K0.0%-47.3%0.002%
12/2/2025 IFP Advisors Inc4,248$343K0.0%-3.8%0.003%
Trump’s secret China deal (Ad)

Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors? Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.tc pixel

Watch the full documentary and see which assets are positioned to benefit
11/19/2025 Captrust Financial Advisors64,990$5.24M0.0%-3.8%0.046%
11/17/2025FSA Wealth Management LLC19,511$1.57M0.5%-1.1%0.014%
11/17/2025 NewEdge Advisors LLC51,850$4.18M0.0%+10.4%0.036%
11/17/2025 United Capital Financial Advisors LLC115,966$9.35M0.1%-3.5%0.081%
11/17/2025 Integrated Wealth Concepts LLC46,939$3.79M0.0%-4.1%0.033%
11/17/2025 Hughes Financial Services LLC1,630,436$134.28M21.4%+1.3%1.145%
11/17/2025 Flow Traders U.S. LLC24,784$2.00M0.1%N/A0.017%
11/17/2025 Ameriprise Financial Inc.1,411,187$113.82M0.0%+2.7%0.991%
11/14/2025 Mpwm Advisory Solutions LLC199,346$16.08M9.6%+2.0%0.140%
11/14/2025 Nicolet Bankshares Inc.19,350$1.56M0.3%+15.0%0.014%


SPTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 institutional investors and hedge funds held shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF. The most heavily invested institutionals were Hughes Financial Services LLC ($132.73M), Ameriprise Financial Inc. ($113.82M), Wealthquest Corp ($68.07M), Rosenberg Matthew Hamilton ($65.51M), Cambridge Investment Research Advisors Inc. ($60.80M), Woodard & Co. Asset Management Group Inc. ADV ($55.85M), and Weitzel Financial Services Inc. ($54M).Learn more on SPDR Portfolio S&P 1500 Composite Stock Market ETF's institutional investors.

Of the 121 institutional investors that purchased SPDR Portfolio S&P 1500 Composite Stock Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.41M), Hughes Financial Services LLC ($1.64M), RVW Wealth LLC ($687.78K), Beacon Capital Management Inc. ($373.58K), Rosenberg Matthew Hamilton ($277.37K), Abound Financial LLC ($277.19K), and Roble Belko & Company Inc ($274.69K).

Institutional investors have bought a total of 2,224,414 shares in the last 24 months. This purchase volume represents approximately $175.60M in transactions.

Of the 59 institutional investors that sold SPDR Portfolio S&P 1500 Composite Stock Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($688.04K), Wealthquest Corp ($264.40K), Roble Belko & Company Inc ($131.44K), Farther Finance Advisors LLC ($60.34K), Ameriprise Financial Inc. ($50.70K), Parallel Advisors LLC ($47.70K), and Greenleaf Trust ($44.77K).

Institutional investors have sold a total of 1,589,847 shares in the last 24 months. This volume of shares sold represents approximately $123.78M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 6/14/2026 by MarketBeat.com Staff.
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