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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
$93.16 +0.45 (+0.48%)
As of 10:25 AM 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)
78
Total
Institutional Inflows
(last 12 months)
$136.70M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$58.31M
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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
8/26/2026 Principia Wealth Advisory LLC61,110$5.55M1.2%-2.8%0.041%
8/23/2026 DMC Group LLC2,624$238K0.2%N/A0.002%
8/22/2026 Highland Investment Advisors LLC2,069$188K0.1%N/A0.001%
8/22/2026 Strive Financial Group LLC7,607$691K0.3%-2.1%0.005%
8/21/2026 Continuum Advisory LLC12,576$1.14M0.1%-1.0%0.008%
8/21/2026 Weitzel Financial Services Inc.684,063$61.75M19.9%+0.8%0.457%
8/17/2026 Blue Edge Capital LLC16,679$1.51M0.2%N/A0.011%
7/10/2026 Dagco Inc.51,634$4.69M0.9%+4.2%0.035%
7/10/2026 LVM Capital Management Ltd. MI66,672$6.05M0.5%+1.6%0.045%
7/9/2026 Financial Management Professionals Inc.123,385$11.20M1.1%N/A0.082%
7/8/2026 Praetorian Wealth Management Inc.41,914$3.81M0.7%-11.6%0.028%
7/8/2026 RVW Wealth LLC304,009$27.60M1.8%+0.5%0.203%
7/8/2026 Emprise Bank16,166$1.47M0.5%-1.1%0.011%
7/7/2026 CoreCap Advisors LLC8,375$760K0.0%-3.4%0.006%
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%
4/28/2026GM 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%
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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%
2/16/2026Financial 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%
2/12/2026 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%
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%
2/10/2026 Principia 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%
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1/15/2026Jaffetilchin 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%


SPTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 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), Weitzel Financial Services Inc. ($61.75M), Cambridge Investment Research Advisors Inc. ($60.80M), and Woodard & Co. Asset Management Group Inc. ADV ($55.85M).Learn more on SPDR Portfolio S&P 1500 Composite Stock Market ETF's institutional investors.

Of the 119 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 ($689.32K), Beacon Capital Management Inc. ($373.58K), Financial Management Professionals Inc. ($350.14K), Rosenberg Matthew Hamilton ($277.37K), and Abound Financial LLC ($277.19K).

Institutional investors have bought a total of 1,672,198 shares in the last 24 months. This purchase volume represents approximately $136.70M in transactions.

Of the 52 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: Wealthquest Corp ($264.40K), Roble Belko & Company Inc ($131.44K), Farther Finance Advisors LLC ($60.34K), Parallel Advisors LLC ($37.38K), Greenleaf Trust ($37.27K), Private Trust Co. NA ($24.51K), and Hughes Financial Services LLC ($21.57K).

Institutional investors have sold a total of 713,875 shares in the last 24 months. This volume of shares sold represents approximately $58.31M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPTM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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