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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
$75.30 -0.59 (-0.78%)
As of 07/7/2025 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)
79
Total
Institutional Inflows
(last 12 months)
$923.20M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$58.09M
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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
7/8/2025Parallel Advisors LLC249,215$18.66M0.4%-4.0%0.177%
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%
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4/24/2025Tsfg LLC3,504$238K0.0%-9.1%0.003%
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%
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If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because there's a $15 fund tied directly to gold's surge that's still paying massive income… Up to 64% annually — with payouts every 30 days.

Click here to see how to secure the next payout before it's too late.
2/10/2025IAG Wealth Partners LLC166,176$11.87M2.1%-4.5%0.129%
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%
(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 107 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 13,008,581 shares in the last 24 months. This purchase volume represents approximately $923.20M in transactions.

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

Of the 54 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), Parallel Advisors LLC ($34.39K), and Weitzel Financial Services Inc. ($31.63K).

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

Institutional investors have sold a total of 843,034 shares in the last 24 months. This volume of shares sold represents approximately $58.09M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 7/8/2025 by MarketBeat.com Staff
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