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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
$90.54 0.00 (0.00%)
As of 07/2/2026 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)
58
Total
Institutional Outflows
(last 12 months)
$123.74M
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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
6/3/2026Wealthquest Corp861,002$68.07M4.8%+2.3%0.576%
6/3/2026Parallel Advisors LLC224,797$17.77M0.3%-5.5%0.150%
5/19/2026Strategic Investment Advisors MI160,522$12.70M0.9%+171.6%0.107%
5/19/2026Arkadios Wealth Advisors51,684$4.09M0.1%+439.3%0.035%
5/15/2026FreeGulliver LLC98,584$7.79M3.3%+1.9%0.066%
5/7/2026Parallel Advisors LLC224,797$17.77M0.3%-5.5%0.150%
5/7/2026Broderick Brian C21,600$1.71M0.3%-7.6%0.014%
5/7/2026Koss Olinger Consulting LLC17,417$1.38M0.1%N/A0.012%
5/6/2026Zhang Financial LLC283,279$22.40M0.8%+7.4%0.190%
5/6/2026FSA Advisors Inc.3,119$247K0.2%-9.4%0.002%
5/6/2026Bessemer Group Inc.970$77K0.0%-32.2%0.001%
5/5/2026Beaumont Financial Advisors LLC4,049$320K0.0%-14.0%0.003%
5/5/2026Bank of New York Mellon Corp6,696$529K0.0%+6.8%0.004%
5/4/2026Archer Investment Corp850$67K0.0%N/A0.001%
5/1/2026Manning & Napier Advisors LLC2,300$177K0.0%N/A0.002%
4/30/2026Winch Advisory Services LLC595,816$47.11M10.8%-0.2%0.399%
4/30/2026Beacon Financial Group126,650$10.01M1.0%-0.4%0.085%
4/30/2026First Horizon Corp14,756$1.17M0.0%-4.6%0.010%
4/30/2026Weitzel Financial Services Inc.678,821$54M19.3%+1.1%0.454%
4/28/2026Ascentis Independent Advisors360$28K0.0%N/A0.000%
4/28/2026GM Advisory Group LLC482,264$38.13M1.5%+0.9%0.323%
4/24/2026Root Financial Partners LLC19,917$1.58M0.1%-4.9%0.013%
4/23/2026Orca Investment Management LLC27,624$2.18M1.9%+3.2%0.018%
4/22/2026Janney Montgomery Scott LLC13,309$1.05M0.0%-46.6%0.009%
4/21/2026Wall Capital Group Inc.275,965$21.82M23.3%+39.9%0.185%
4/18/2026Murphy & Mullick Capital Management Corp20,759$1.64M1.2%+16.6%0.014%
4/17/2026Roble Belko & Company Inc210,628$16.65M2.1%-15.0%0.141%
3/2/2026Sankala Group LLC1,884$157K0.1%N/A0.001%
3/2/2026Amicus Financial Advisors LLC9,582$791K0.2%N/A0.007%
2/18/2026Strive Financial Group LLC8,150$672K0.3%N/A0.006%
2/18/2026Virtue Capital Management LLC24,378$2.02M0.1%-35.4%0.017%
2/18/2026Tudor Investment Corp ET AL61,483$5.07M0.0%+2,084.9%0.043%
2/18/2026IHT Wealth Management LLC67,773$5.59M0.1%+0.5%0.047%
2/17/2026Advisory Services Network LLC105,241$8.68M0.1%+87.5%0.073%
2/17/2026Captrust Financial Advisors66,198$5.46M0.0%+1.9%0.046%
2/16/2026Financial Gravity Asset Management Inc.32,012$2.64M0.5%+4.5%0.022%
2/13/2026GM Advisory Group LLC477,826$39.42M1.5%+11.4%0.332%
2/12/2026Virtue Capital Management LLC73,092$6.03M0.2%+248.9%0.051%
2/12/2026FreeGulliver LLC96,704$7.98M2.9%+0.5%0.067%
2/12/2026Great Lakes Advisors LLC187,104$15.44M0.1%-0.6%0.130%
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2/12/2026Graetz Wealth LLC6,116$505K0.5%N/A0.004%
2/11/2026Hughes Financial Services LLC1,608,865$132.73M20.8%-1.3%1.119%
2/11/2026Janney Montgomery Scott LLC24,900$2.05M0.0%+298.0%0.017%
2/11/2026TIAA Trust National Association8,988$742K0.0%+12.8%0.006%
2/11/2026JPMorgan Chase & Co.336,565$27.77M0.0%+5.5%0.234%
2/11/2026Parallel Advisors LLC237,762$19.62M0.4%-2.1%0.165%
2/11/2026Continuum Advisory LLC12,947$1.07M0.1%-1.8%0.009%
2/10/2026Root Financial Partners LLC20,941$1.73M0.1%+2.9%0.015%
2/10/2026Zhang Financial LLC263,693$21.76M0.8%-1.2%0.183%
2/10/2026Principia Wealth Advisory LLC79,461$6.56M1.7%-13.6%0.055%
2/9/2026Cary Street Partners Financial LLC78,786$6.50M0.2%-1.8%0.055%
2/9/2026Wealthquest Corp841,365$69.41M5.2%-23.9%0.585%
2/6/2026EverSource Wealth Advisors LLC5,644$466K0.0%-20.7%0.004%
2/5/2026TD Private Client Wealth LLC875$72K0.0%N/A0.001%
2/5/2026Evensky & Katz LLC147,621$12.18M0.7%-1.7%0.103%
2/5/2026Compass Financial Group Inc.43,005$3.55M1.6%-1.3%0.030%
2/5/2026Cambridge Investment Research Advisors Inc.737,011$60.80M0.2%-0.9%0.513%
2/5/2026Isthmus Partners LLC89,648$7.40M0.8%+6.9%0.062%
2/4/2026AIFG Consultants Ltd.6,322$522K0.9%-22.6%0.004%
2/4/2026Fusion Capital LLC5,578$460K0.1%-3.8%0.004%
2/3/2026Weitzel Financial Services Inc.671,114$55.49M21.5%+0.3%0.467%
2/3/2026Climber Capital SA21,575$1.78M1.1%N/A0.015%
2/3/2026Winch Advisory Services LLC596,924$49.25M10.9%+2.0%0.415%
2/2/2026FSA Advisors Inc.3,443$290K0.1%N/A0.002%
1/30/2026Strategic Blueprint LLC18,965$1.57M0.1%-2.5%0.013%
1/30/2026Arlington Trust Co LLC8,431$696K0.1%-18.8%0.006%
1/29/2026Quent 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%
1/28/2026Kingswood Wealth Advisors LLC17,946$1.48M0.1%+212.2%0.012%
1/28/2026Emprise Bank16,340$1.35M0.6%-3.1%0.011%
1/26/2026Private Trust Co. NA19,670$1.62M0.1%-55.5%0.014%
1/23/2026Farther Finance Advisors LLC164,481$13.57M0.1%-2.2%0.113%
1/23/2026Atala Financial Inc1,710$141K0.1%N/A0.001%
1/21/2026Hunter Associates Investment Management LLC2,750$226K0.0%N/A0.002%
1/21/2026Crews Bank & Trust712$59K0.0%+478.9%0.000%
1/15/2026Burns Matteson Capital Management LLC8,110$669K0.2%-9.3%0.006%
1/15/2026Jaffetilchin Investment Partners LLC527,419$43.51M2.5%+0.7%0.363%
1/14/2026Praetorian Wealth Management Inc.49,603$4.09M0.8%+0.3%0.034%
1/13/2026CoreCap Advisors LLC8,575$707K0.0%-1.9%0.006%
1/12/2026Roble Belko & Company Inc247,903$20.45M2.7%-17.4%0.170%
1/12/2026LVM Capital Management Ltd. MI64,031$5.28M0.5%+3.9%0.044%
1/12/2026RVW Wealth LLC308,132$25.42M1.9%-1.2%0.212%
1/9/2026Congress Asset Management Co.2,431$201K0.0%-12.5%0.002%
1/9/2026Partnership Wealth Management LLC5,422$447K0.3%+3.0%0.004%
1/7/2026Vigilare Wealth Management7,831$646K0.2%+3.2%0.005%
1/5/2026Rosenberg Matthew Hamilton794,032$65.51M13.6%+2.5%0.545%
1/1/2026JPMorgan Chase & Co.318,887$25.72M0.0%+10.5%0.224%
1/1/2026Tudor Investment Corp ET AL2,814$227K0.0%-47.3%0.002%
12/9/2025Tudor Investment Corp ET AL2,814$227K0.0%-47.3%0.002%
12/2/2025IFP Advisors Inc4,248$343K0.0%-3.8%0.003%
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11/19/2025Captrust Financial Advisors64,990$5.24M0.0%-3.8%0.046%
11/17/2025FSA Wealth Management LLC19,511$1.57M0.5%-1.1%0.014%
11/17/2025NewEdge Advisors LLC51,850$4.18M0.0%+10.4%0.036%
11/17/2025United Capital Financial Advisors LLC115,966$9.35M0.1%-3.5%0.081%
11/17/2025Integrated Wealth Concepts LLC46,939$3.79M0.0%-4.1%0.033%
11/17/2025Hughes Financial Services LLC1,630,436$134.28M21.4%+1.3%1.145%
11/17/2025Flow Traders U.S. LLC24,784$2.00M0.1%N/A0.017%
11/17/2025Ameriprise Financial Inc.1,411,187$113.82M0.0%+2.7%0.991%
11/14/2025Mpwm Advisory Solutions LLC199,346$16.08M9.6%+2.0%0.140%
11/14/2025Nicolet 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 58 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 1,589,222 shares in the last 24 months. This volume of shares sold represents approximately $123.74M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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