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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
$72.94 -1.29 (-1.74%)
As of 02/21/2025 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)
67
Total
Institutional Inflows
(last 12 months)
$832.72M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$113.78M
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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
2/18/2025 Fourth Dimension Wealth LLC172,587$12.34M6.4%N/A0.134%
2/18/2025 Novem Group12,637$903K0.1%N/A0.010%
2/18/2025 Continuum Advisory LLC14,054$1.00M0.1%+34.0%0.011%
2/18/2025 Mpwm Advisory Solutions LLC163,970$11.71M8.6%N/A0.127%
2/17/2025 Weitzel Financial Services Inc.664,994$47.84M22.6%-1.5%0.516%
2/17/2025 Evensky & Katz LLC146,865$10.49M0.7%-3.4%0.114%
2/17/2025 Captrust Financial Advisors80,312$5.74M0.0%-21.9%0.062%
2/17/2025 Cary Street Partners Financial LLC85,699$6.12M0.2%N/A0.067%
2/17/2025 Baird Financial Group Inc.3,418$244K0.0%-11.0%0.003%
2/17/2025 BIP Wealth LLC218,570$15.61M1.0%-2.6%0.170%
2/17/2025 Ameriprise Financial Inc.1,537,148$109.79M0.0%+7.6%1.193%
2/17/2025 Ancora Advisors LLC584$42K0.0%-35.0%0.000%
2/14/2025 Integrated Wealth Concepts LLC116,463$8.32M0.1%+2.1%0.090%
2/14/2025 Coppell Advisory Solutions LLC16,857$1.21M0.2%-4.2%0.013%
2/14/2025 Steel Grove Capital Advisors LLC3,606$258K0.0%N/A0.003%
2/14/2025 IHT Wealth Management LLC117,932$8.42M0.3%+8.5%0.092%
2/13/2025 United Capital Financial Advisors LLC155,662$11.12M0.1%-5.2%0.121%
2/13/2025 Dagco Inc.62,752$4.48M1.5%+26.8%0.049%
2/13/2025 Keystone Financial Group6,203$443K0.0%N/A0.005%
2/13/2025 Jaffetilchin Investment Partners LLC520,063$37.15M2.7%+4.4%0.404%
2/13/2025 Broderick Brian C27,400$1.96M0.4%-1.1%0.021%
2/12/2025 Climber Capital SA27,775$1.98M1.5%N/A0.022%
2/12/2025 L & S Advisors Inc10,636$760K0.1%-2.2%0.008%
2/12/2025 JPMorgan Chase & Co.215,429$15.39M0.0%-102.7%0.167%
2/11/2025 TIAA Trust National Association8,403$600K0.0%+16.6%0.007%
2/10/2025 Parallel Advisors LLC269,476$19.25M0.4%+4.9%0.209%
2/10/2025 Tidemark LLC1,787$128K0.0%-34.5%0.001%
2/10/2025 Hughes Financial Services LLC1,495,449$106.82M21.9%N/A1.161%
2/10/2025 IAG Wealth Partners LLC166,176$11.87M2.1%-4.5%0.129%
2/10/2025 Farther Finance Advisors LLC464$33K0.0%+1,557.1%0.000%
2/10/2025 EverSource Wealth Advisors LLC669$48K0.0%N/A0.001%
2/7/2025 Isthmus Partners LLC78,537$5.61M0.7%+0.9%0.061%
2/6/2025 Synergy Investment Management LLC7,031$502K0.2%N/A0.005%
2/6/2025 SBI Securities Co. Ltd.2,869$205K0.0%N/A0.002%
2/6/2025 Jones Financial Companies Lllp15,065$1.08M0.0%+63.3%0.012%
2/5/2025 Sherman Asset Management Inc.1,973$141K0.1%N/A0.002%
2/5/2025 Private Trust Co. NA12,703$907K0.1%-19.5%0.010%
2/5/2025 Sentinel Trust Co. LBA40,937$2.92M0.3%-2.3%0.032%
2/4/2025 Exchange Capital Management Inc.83,394$5.96M0.9%+5.2%0.065%
2/4/2025 Bank of New York Mellon Corp10,883$777K0.0%+27.0%0.008%
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2/4/2025 Abound Financial LLC277,191$19.80M10.0%N/A0.215%
1/30/2025 L.M. Kohn & Company18,192$1.30M0.3%+22.8%0.014%
1/30/2025 Congress Asset Management Co.8,383$599K0.0%N/A0.007%
1/29/2025 Quent Capital LLC30,894$2.21M0.2%+0.7%0.024%
1/29/2025 AIFG Consultants Ltd.52,468$3.75M6.1%-70.2%0.041%
1/28/2025 Compass Financial Services Inc1,039$74K0.0%N/A0.001%
1/28/2025 Moloney Securities Asset Management LLC79,729$5.70M0.8%+327.9%0.062%
1/28/2025 Golden State Wealth Management LLC2,340$167K0.0%N/A0.002%
1/27/2025 Vestia Personal Wealth Advisors6,576$470K0.4%-3.4%0.005%
1/23/2025 Hunter Associates Investment Management LLC3,045$217K0.0%N/A0.002%
1/23/2025 RVW Wealth LLC315,913$22.57M2.1%+2.4%0.245%
1/22/2025 Astor Investment Management LLC318,402$22.74M11.7%+28.0%0.247%
1/22/2025 Kingswood Wealth Advisors LLC5,784$413K0.0%N/A0.004%
1/17/2025 Janney Montgomery Scott LLC4,336$310K0.0%N/A0.003%
1/17/2025 Westside Investment Management Inc.28,783$2.06M0.4%+3.1%0.022%
1/16/2025 Hoese & Co LLP2,721$194K0.2%N/A0.002%
1/16/2025 Wealthquest Corp1,112,408$79.46M6.5%+1.0%0.864%
1/16/2025 Zhang Financial LLC192,416$13.74M0.8%+8.1%0.149%
1/15/2025 Financial Management Professionals Inc.103,618$7.40M0.9%N/A0.080%
1/15/2025 Householder Group Estate & Retirement Specialist LLC41,519$2.97M2.2%-1.9%0.032%
1/14/2025 Winch Advisory Services LLC573,628$40.97M10.7%+1.7%0.445%
1/14/2025 Roble Belko & Company Inc67,370$4.81M0.8%-3.7%0.052%
1/14/2025 Rosenberg Matthew Hamilton624,390$44.60M11.6%+5.0%0.485%
1/13/2025 Future Financial Wealth Managment LLC3,714$265K0.2%-22.9%0.003%
1/10/2025 Graypoint LLC50,107$3.58M0.2%-2.8%0.039%
1/10/2025 Praetorian Wealth Management Inc.54,690$3.91M0.9%+0.5%0.042%
1/10/2025 LVM Capital Management Ltd. MI59,243$4.23M0.5%-5.5%0.046%
11/21/2024 Wealthquest Corp1,101,320$76.49M6.7%+5.5%0.855%
11/18/2024Virtue Capital Management LLC12,881$902K0.2%-8.5%0.010%
11/15/2024 Continuum Advisory LLC10,491$761K0.1%-5.0%0.008%
11/15/2024 IHT Wealth Management LLC108,662$7.61M0.2%+4.1%0.084%
11/15/2024 Integrated Wealth Concepts LLC114,028$7.99M0.1%-11.6%0.089%
11/15/2024 FSA Wealth Management LLC20,833$1.46M0.6%N/A0.016%
11/14/2024 L.M. Kohn & Company14,816$1.04M0.3%+16.3%0.012%
11/14/2024 Captrust Financial Advisors102,859$7.21M0.0%+4.9%0.080%
11/13/2024 Goodman Financial Corp8,583$601K0.1%+1.7%0.007%
11/13/2024 Private Trust Co. NA15,774$1.11M0.1%-1.6%0.012%
11/12/2024 L & S Advisors Inc10,877$762K0.1%+10.9%0.008%
11/8/2024 Avior Wealth Management LLC46,518$3.26M0.1%-1.4%0.036%
11/8/2024 BIP Wealth LLC224,296$15.72M1.1%+14.4%0.174%
11/7/2024 Tidemark LLC2,728$191K0.1%-60.2%0.002%
11/6/2024 Broderick Brian C27,700$1.94M0.4%-1.1%0.022%
11/5/2024 Compass Financial Group Inc.44,919$3.15M1.5%-0.4%0.035%
11/4/2024 Jaffetilchin Investment Partners LLC498,318$34.91M2.6%-4.7%0.387%
10/31/2024 Weitzel Financial Services Inc.675,354$46.93M22.0%-0.7%0.524%
10/31/2024 Graypoint LLC51,552$3.61M0.2%+2.9%0.040%
10/30/2024Cary Street Partners Asset Management LLC5,095$357K0.0%-13.2%0.004%
10/30/2024 Moloney Securities Asset Management LLC18,633$1.31M0.2%-3.1%0.014%
10/29/2024 IAG Wealth Partners LLC174,050$12.19M2.3%-5.3%0.135%
10/29/2024 Arlington Trust Co LLC8,111$568K0.1%N/A0.006%
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10/28/2024 Rosenberg Matthew Hamilton594,864$41.68M10.9%+13.2%0.462%
10/25/2024 Strategic Blueprint LLC19,687$1.38M0.1%-3.0%0.015%
10/24/2024 Astor Investment Management LLC248,685$17.42M8.3%+79.6%0.193%
10/24/2024 Arkadios Wealth Advisors8,188$574K0.0%-6.3%0.006%
10/22/2024 Greenleaf Trust57,981$4.06M0.0%+0.4%0.045%
10/21/2024 Winch Advisory Services LLC564,211$39.53M10.9%+0.7%0.438%
10/21/2024 AIFG Consultants Ltd.175,874$12.32M9.4%-10.1%0.137%
10/15/2024 Zhang Financial LLC178,011$12.47M0.8%+17.7%0.138%
10/11/2024 Orca Investment Management LLC38,031$2.66M2.4%-43.5%0.030%
10/8/2024 Evensky & Katz LLC151,975$10.65M0.7%-2.4%0.118%
(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, 131 institutional investors and hedge funds held shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($109.79M), Hughes Financial Services LLC ($106.82M), Wealthquest Corp ($79.46M), Weitzel Financial Services Inc. ($47.84M), Rosenberg Matthew Hamilton ($44.60M), Winch Advisory Services LLC ($40.97M), and Jaffetilchin Investment Partners LLC ($37.15M).Learn more on SPTM's institutional investors.

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

Of the 101 institutional investors that purchased SPDR Portfolio S&P 1500 Composite Stock Market ETF 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), BIP Wealth LLC ($322.32K), Abound Financial LLC ($277.19K), Financial Management Professionals Inc. ($212.27K), Astor Investment Management LLC ($179.95K), and Zhang Financial LLC ($173.96K).

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

Institutional investors have bought a total of 12,821,683 shares in the last 24 months. This purchase volume represents approximately $893.49M in transactions.

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

Of the 77 institutional investors that sold SPDR Portfolio S&P 1500 Composite Stock Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($727.43K), Winthrop Advisory Group LLC ($431.63K), AIFG Consultants Ltd. ($162.61K), Parallel Advisors LLC ($145.12K), Ameriprise Financial Inc. ($114.08K), RVW Wealth LLC ($104.75K), and Great Lakes Advisors LLC ($87.77K).

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

Institutional investors have sold a total of 2,718,508 shares in the last 24 months. This volume of shares sold represents approximately $166.31M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 2/22/2025 by MarketBeat.com Staff
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