Free Trial
→ Banks aren’t ready for this altcoin—are you? (From Crypto 101 Media) (Ad) Free SPTM Stock Alerts

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

SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
$75.30 -0.59 (-0.78%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA:SPTM)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$923.28M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$58.20M
Get SPTM Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 1500 Composite Stock Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPTM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 LVM Capital Management Ltd. MI60,298$4.52M0.5%-1.0%0.043%
5/16/2025Great Lakes Advisors LLC188,692$12.83M0.1%-13.8%0.135%
5/16/2025NewEdge Advisors LLC32,114$2.18M0.0%-16.5%0.023%
5/16/2025Integrated Wealth Concepts LLC48,064$3.27M0.0%-58.7%0.034%
5/15/2025Weitzel Financial Services Inc.652,736$42.63M20.4%-1.8%0.468%
5/15/2025OLD Mission Capital LLC53,158$3.62M0.0%N/A0.038%
5/14/2025Ameriprise Financial Inc.1,425,130$96.84M0.0%-7.3%1.022%
5/14/2025Flow Traders U.S. LLC80,624$5.48M0.2%+399.2%0.058%
5/13/2025Blue Edge Capital LLC18,806$1.28M0.2%+5.0%0.013%
5/13/2025EverSource Wealth Advisors LLC11,027$750K0.0%+1,548.3%0.008%
5/13/2025Evensky & Katz LLC141,988$9.66M0.6%-3.3%0.102%
5/12/2025SouthState Corp27,738$1.89M0.1%N/A0.020%
5/12/2025Astor Investment Management LLC315,074$21.43M11.4%-1.0%0.226%
5/9/2025Cary Street Partners Financial LLC84,001$5.71M0.2%-2.0%0.060%
5/9/2025L & S Advisors Inc12,339$839K0.1%+16.0%0.009%
5/8/2025TIAA Trust National Association8,189$557K0.0%-2.5%0.006%
5/8/2025Wealthquest Corp1,085,420$73.82M3.3%-2.4%0.776%
5/8/2025Goodman Financial Corp5,565$378K0.1%-34.7%0.004%
5/8/2025RVW Wealth LLC996,174$67.75M6.4%+215.3%0.712%
5/8/2025Roble Belko & Company Inc135,175$9.19M1.5%+100.6%0.097%
5/8/2025Arkadios Wealth Advisors9,702$660K0.0%+18.2%0.007%
5/6/2025Wedbush Securities Inc.11,933$812K0.0%-5.1%0.009%
5/6/2025Winch Advisory Services LLC584,256$39.74M10.5%+1.9%0.418%
5/2/2025Graypoint LLC51,043$3.47M0.2%+1.9%0.036%
5/2/2025Burns Matteson Capital Management LLC10,216$695K0.3%N/A0.007%
5/2/2025BIP Wealth LLC237,082$16.12M1.1%+8.5%0.170%
5/2/2025SBI Securities Co. Ltd.3,123$212K0.0%+8.9%0.002%
5/1/2025Isthmus Partners LLC79,508$5.41M0.7%+1.2%0.057%
5/1/2025Hughes Financial Services LLC1,481,754$101.09M19.8%-0.9%1.060%
5/1/2025Sentinel Trust Co. LBA21,263$1.45M0.2%-48.1%0.015%
4/30/2025Financial Gravity Asset Management Inc.30,717$2.09M0.5%N/A0.022%
4/30/2025Moloney Securities Asset Management LLC212,412$14.45M1.9%+166.4%0.152%
4/30/2025Synergy Investment Management LLC5,653$384K0.2%-19.6%0.004%
4/29/2025Bank of New York Mellon Corp10,485$713K0.0%-3.7%0.007%
4/29/2025Columbia River Financial Group LLC1,423$96K0.1%N/A0.001%
4/28/2025Rosenberg Matthew Hamilton685,690$46.63M11.7%+9.8%0.490%
4/28/2025First Horizon Advisors Inc.16,767$1.14M0.0%-3.9%0.012%
4/28/2025Private Trust Co. NA15,903$1.08M0.1%+25.2%0.011%
4/28/2025Arlington Trust Co LLC11,065$753K0.2%+36.7%0.008%
4/24/2025Tsfg LLC3,504$238K0.0%-9.1%0.003%
Banks aren’t ready for this altcoin—are you? (Ad)

I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. This is about being in the right place at the right time – and I believe that time is now.

Discover our #1 crypto for the red-hot crypto market right now!
4/24/2025Jaffetilchin Investment Partners LLC515,968$35.09M2.5%-0.8%0.369%
4/23/2025Western Wealth Management LLC121,967$8.30M0.5%+7.4%0.087%
4/23/2025Fourth Dimension Wealth LLC150,871$10.26M5.0%-12.6%0.108%
4/23/2025AIFG Consultants Ltd.48,315$3.29M5.4%-7.9%0.035%
4/21/2025L.M. Kohn & Company22,148$1.51M0.4%+21.7%0.016%
4/18/2025Broderick Brian C25,000$1.70M0.3%-8.8%0.018%
4/16/2025IAG Wealth Partners LLC169,776$11.55M1.8%+2.2%0.123%
4/15/2025GPS Wealth Strategies Group LLC4,854$330K0.0%-21.9%0.004%
4/15/2025Zhang Financial LLC266,548$18.13M1.0%+38.5%0.194%
4/14/2025Farther Finance Advisors LLC167,333$11.42M0.3%+35,963.1%0.121%
4/11/2025Principia Wealth Advisory LLC182,023$12.02M11.3%+2.4%0.132%
4/11/2025 Burkett Financial Services LLC880$60K0.0%N/A0.001%
4/10/2025Financial Management Professionals Inc.113,194$7.70M1.0%+9.2%0.082%
4/9/2025NBC Securities Inc.1,410$95K0.0%+140,900.0%0.001%
4/8/2025 LVM Capital Management Ltd. MI60,923$4.14M0.5%+2.8%0.044%
4/8/2025Parallel Advisors LLC259,528$17.65M0.4%-3.7%0.188%
4/7/2025Partnership Wealth Management LLC4,634$315K0.3%-4.5%0.003%
4/4/2025Quent Capital LLC31,702$2.16M0.2%+2.6%0.023%
3/24/2025Mascagni Wealth Management Inc.1,136$81K0.1%N/A0.001%
3/6/2025Copia Wealth Management2,184$156K0.1%N/A0.002%
2/26/2025Virtue Capital Management LLC18,612$1.33M0.3%+44.5%0.014%
2/18/2025Fourth Dimension Wealth LLC172,587$12.34M6.4%N/A0.134%
2/18/2025Novem Group12,637$903K0.1%N/A0.010%
2/18/2025Continuum Advisory LLC14,054$1.00M0.1%+34.0%0.011%
2/18/2025Mpwm Advisory Solutions LLC163,970$11.71M8.6%N/A0.127%
2/17/2025Weitzel Financial Services Inc.664,994$47.84M22.6%-1.5%0.516%
2/17/2025Evensky & Katz LLC146,865$10.49M0.7%-3.4%0.114%
2/17/2025Captrust Financial Advisors80,312$5.74M0.0%-21.9%0.062%
2/17/2025Cary Street Partners Financial LLC85,699$6.12M0.2%N/A0.067%
2/17/2025Baird Financial Group Inc.3,418$244K0.0%-11.0%0.003%
2/17/2025BIP Wealth LLC218,570$15.61M1.0%-2.6%0.170%
2/17/2025Ameriprise Financial Inc.1,537,148$109.79M0.0%+7.6%1.193%
2/17/2025Ancora Advisors LLC584$42K0.0%-35.0%0.000%
2/14/2025Integrated Wealth Concepts LLC116,463$8.32M0.1%+2.1%0.090%
2/14/2025Coppell Advisory Solutions LLC16,857$1.21M0.2%-4.2%0.013%
2/14/2025Steel Grove Capital Advisors LLC3,606$258K0.0%N/A0.003%
2/14/2025IHT Wealth Management LLC117,932$8.42M0.3%+8.5%0.092%
2/13/2025United Capital Financial Advisors LLC155,662$11.12M0.1%-5.2%0.121%
2/13/2025Dagco Inc.62,752$4.48M1.5%+26.8%0.049%
2/13/2025Keystone Financial Group6,203$443K0.0%N/A0.005%
2/13/2025Jaffetilchin Investment Partners LLC520,063$37.15M2.7%+4.4%0.404%
2/13/2025Broderick Brian C27,400$1.96M0.4%-1.1%0.021%
2/12/2025Climber Capital SA27,775$1.98M1.5%N/A0.022%
2/12/2025L & S Advisors Inc10,636$760K0.1%-2.2%0.008%
2/12/2025JPMorgan Chase & Co.215,429$15.39M0.0%-102.7%0.167%
2/11/2025TIAA Trust National Association8,403$600K0.0%+16.6%0.007%
2/10/2025Parallel Advisors LLC269,476$19.25M0.4%+4.9%0.209%
2/10/2025Tidemark LLC1,787$128K0.0%-34.5%0.001%
2/10/2025Hughes Financial Services LLC1,495,449$106.82M21.9%N/A1.161%
2/10/2025IAG Wealth Partners LLC166,176$11.87M2.1%-4.5%0.129%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
2/10/2025Farther Finance Advisors LLC464$33K0.0%+1,557.1%0.000%
2/10/2025EverSource Wealth Advisors LLC669$48K0.0%N/A0.001%
2/7/2025Isthmus Partners LLC78,537$5.61M0.7%+0.9%0.061%
2/6/2025Synergy Investment Management LLC7,031$502K0.2%N/A0.005%
2/6/2025SBI Securities Co. Ltd.2,869$205K0.0%N/A0.002%
2/6/2025Jones Financial Companies Lllp15,065$1.08M0.0%+63.3%0.012%
2/5/2025Sherman Asset Management Inc.1,973$141K0.1%N/A0.002%
2/5/2025Private Trust Co. NA12,703$907K0.1%-19.5%0.010%
2/5/2025Sentinel Trust Co. LBA40,937$2.92M0.3%-2.3%0.032%
2/4/2025Exchange Capital Management Inc.83,394$5.96M0.9%+5.2%0.065%
(Data available from 1/1/2016 forward)

SPTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTM shares?

During the previous two years, 138 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 ($101.09M), Ameriprise Financial Inc. ($96.84M), Wealthquest Corp ($73.82M), RVW Wealth LLC ($67.75M), Rosenberg Matthew Hamilton ($46.63M), Weitzel Financial Services Inc. ($42.63M), and Winch Advisory Services LLC ($39.74M).Learn more on SPDR Portfolio S&P 1500 Composite Stock Market ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 1500 Composite Stock Market ETF's stock?

Of the 108 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. ($8.31M), Hughes Financial Services LLC ($1.50M), RVW Wealth LLC ($687.78K), Abound Financial LLC ($277.19K), Zhang Financial LLC ($248.10K), Financial Management Professionals Inc. ($221.85K), and Moloney Securities Asset Management LLC ($193.78K).

How much institutional buying is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have bought a total of 13,009,859 shares in the last 24 months. This purchase volume represents approximately $923.28M in transactions.

Which of SPDR Portfolio S&P 1500 Composite Stock Market ETF's major shareholders have been selling company stock?

Of the 55 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: AIFG Consultants Ltd. ($166.76K), Ameriprise Financial Inc. ($112.02K), Integrated Wealth Concepts LLC ($83.29K), Great Lakes Advisors LLC ($78.21K), Rosenberg Matthew Hamilton ($47.25K), Weitzel Financial Services Inc. ($31.63K), and Orca Investment Management LLC ($29.24K).

How much institutional selling is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have sold a total of 846,104 shares in the last 24 months. This volume of shares sold represents approximately $58.20M in transactions.


Related Companies

This page (NYSEARCA:SPTM) was last updated on 7/7/2025 by MarketBeat.com Staff
From Our Partners
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored