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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
$72.93 +0.72 (+1.00%)
As of 01/17/2025 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)
51
Total
Institutional Inflows
(last 12 months)
$70.05M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$109.88M
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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
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%
11/15/2024Continuum Advisory LLC10,491$761K0.1%-5.0%0.008%
11/15/2024IHT Wealth Management LLC108,662$7.61M0.2%+4.1%0.084%
11/15/2024Integrated Wealth Concepts LLC114,028$7.99M0.1%-11.6%0.089%
11/15/2024FSA Wealth Management LLC20,833$1.46M0.6%N/A0.016%
11/14/2024L.M. Kohn & Company14,816$1.04M0.3%+16.3%0.012%
11/14/2024Captrust Financial Advisors102,859$7.21M0.0%+4.9%0.080%
11/13/2024Goodman Financial Corp8,583$601K0.1%+1.7%0.007%
11/13/2024Private Trust Co. NA15,774$1.11M0.1%-1.6%0.012%
11/12/2024L & 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%
11/8/2024BIP Wealth LLC224,296$15.72M1.1%+14.4%0.174%
11/7/2024Tidemark LLC2,728$191K0.1%-60.2%0.002%
11/6/2024Broderick Brian C27,700$1.94M0.4%-1.1%0.022%
11/5/2024Compass Financial Group Inc.44,919$3.15M1.5%-0.4%0.035%
11/4/2024Jaffetilchin Investment Partners LLC498,318$34.91M2.6%-4.7%0.387%
10/31/2024Weitzel 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%
10/30/2024Moloney Securities Asset Management LLC18,633$1.31M0.2%-3.1%0.014%
10/29/2024IAG Wealth Partners LLC174,050$12.19M2.3%-5.3%0.135%
10/29/2024Arlington Trust Co LLC8,111$568K0.1%N/A0.006%
10/28/2024 Rosenberg Matthew Hamilton594,864$41.68M10.9%+13.2%0.462%
10/25/2024Strategic Blueprint LLC19,687$1.38M0.1%-3.0%0.015%
10/24/2024Astor Investment Management LLC248,685$17.42M8.3%+79.6%0.193%
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10/24/2024 Arkadios Wealth Advisors8,188$574K0.0%-6.3%0.006%
10/22/2024Greenleaf Trust57,981$4.06M0.0%+0.4%0.045%
10/21/2024 Winch Advisory Services LLC564,211$39.53M10.9%+0.7%0.438%
10/21/2024AIFG 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%
10/11/2024Orca Investment Management LLC38,031$2.66M2.4%-43.5%0.030%
10/8/2024Evensky & Katz LLC151,975$10.65M0.7%-2.4%0.118%
10/8/2024 Partnership Wealth Management LLC4,856$340K0.2%+6.6%0.004%
10/5/2024Quent Capital LLC30,671$2.15M0.2%+6.3%0.024%
10/2/2024 Praetorian Wealth Management Inc.54,415$3.81M0.9%-12.4%0.042%
8/16/2024Magnolia Capital Advisors LLC13,714$910K0.0%N/A0.011%
8/10/2024Lumbard & Kellner LLC3,382$224K0.1%-8.4%0.003%
8/8/2024Parallel Advisors LLC258,811$17.17M0.4%-5.2%0.201%
8/7/2024Beam Wealth Advisors Inc.65,628$4.35M1.4%N/A0.051%
8/7/2024Wedbush Securities Inc.11,644$773K0.0%-7.7%0.009%
8/7/2024Ashton Thomas Private Wealth LLC17,031$1.13M0.1%+1.3%0.013%
8/6/2024Orca Investment Management LLC67,268$4.46M4.3%+2.1%0.052%
8/6/2024Weitzel Financial Services Inc.680,448$45.19M22.5%-0.6%0.528%
8/6/2024Isthmus Partners LLC77,912$5.17M2.0%+1.4%0.060%
8/6/2024Great Lakes Advisors LLC221,194$14.68M0.1%-17.8%0.172%
8/1/2024TIAA Trust National Association7,208$478K0.0%+67.0%0.006%
7/31/2024 Graypoint LLC50,076$3.32M0.2%+6.9%0.039%
7/30/2024Moloney Securities Asset Management LLC19,227$1.28M0.2%-6.0%0.015%
7/29/2024AIFG Consultants Ltd.195,712$12.99M9.7%-9.0%0.152%
7/29/2024 Arkadios Wealth Advisors8,736$580K0.0%-31.9%0.007%
7/27/2024 Rosenberg Matthew Hamilton525,349$34.89M10.3%-8.3%0.408%
7/26/2024Evensky & Katz LLC155,677$10.33M0.7%-4.2%0.121%
7/26/2024Bank of New York Mellon Corp5,430$360K0.0%-6.3%0.004%
7/23/20241620 Investment Advisors Inc.492$33K0.0%N/A0.000%
7/23/2024Valicenti Advisory Services Inc.3,125$207K0.1%-47.9%0.002%
7/23/2024Exchange Capital Management Inc.74,331$4.93M0.8%+7.1%0.058%
7/20/2024Continuum Advisory LLC11,046$733K0.1%-2.3%0.009%
7/20/2024 Zhang Financial LLC151,271$10.04M0.7%+11.6%0.117%
7/17/2024IAG Wealth Partners LLC183,714$12.19M2.4%-2.8%0.143%
7/16/2024GPS Wealth Strategies Group LLC6,497$431K0.1%-11.8%0.005%
7/10/2024 Praetorian Wealth Management Inc.62,087$4.12M1.1%-2.7%0.048%
7/8/2024RVW Wealth LLC318,246$21.12M2.1%-4.0%0.247%
7/8/2024Quent Capital LLC28,850$1.91M0.2%+4.6%0.022%
7/3/2024 Partnership Wealth Management LLC4,556$302K0.2%-35.5%0.004%
5/17/2024Comerica Bank6,916$444K0.0%+47.2%0.005%
5/16/2024FSA Wealth Management LLC20,822$1.34M0.6%-2.6%0.016%
5/15/2024Blue Edge Capital LLC17,894$1.15M0.2%+11.7%0.014%
5/14/2024Wellington Wealth Strategies LLC.28,473$1.83M0.9%-50.3%0.022%
5/13/2024Financial Gravity Asset Management Inc.35,695$2.29M0.6%-95.3%0.028%
5/8/2024Isthmus Partners LLC76,816$4.93M0.6%+0.4%0.060%
5/6/2024Broderick Brian C28,000$1.80M0.4%-3.4%0.022%
5/3/2024Compass Financial Group Inc.49,169$3.15M1.7%-0.4%0.038%
5/2/2024 Graypoint LLC46,862$3.01M0.2%+18.9%0.037%
5/2/2024Quent Capital LLC27,572$1.77M0.2%-4.9%0.021%
5/2/2024Moloney Securities Asset Management LLC20,458$1.31M0.2%-4.7%0.016%
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5/2/2024Hunter Associates Investment Management LLC3,554$229K0.0%N/A0.003%
5/1/2024 Avior Wealth Management LLC45,001$2.89M0.1%+20.4%0.035%
4/30/2024Warther Private Wealth LLC6,198$398K0.2%N/A0.005%
4/30/2024 Arkadios Wealth Advisors12,824$823K0.1%-1.3%0.010%
4/27/2024 Vigilare Wealth Management5,962$382K0.2%-13.7%0.005%
4/25/2024Triumph Capital Management19,382$1.24M0.5%-18.4%0.015%
4/25/2024L.M. Kohn & Company8,560$549K0.2%+29.7%0.007%
4/25/2024IAG Wealth Partners LLC188,914$12.12M2.6%-3.5%0.148%
4/24/2024Private Trust Co. NA12,883$826K0.1%-20.1%0.010%
4/24/2024 Zhang Financial LLC135,559$8.70M0.6%+98.6%0.106%
(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, 117 institutional investors and hedge funds held shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF. The most heavily invested institutionals were Wealthcare Advisory Partners LLC ($105.00M), Wealthquest Corp ($79.46M), Ameriprise Financial Inc. ($47.79M), Weitzel Financial Services Inc. ($46.93M), Rosenberg Matthew Hamilton ($44.60M), Winch Advisory Services LLC ($40.97M), and Jaffetilchin Investment Partners LLC ($34.91M).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 85 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: Gibson Wealth Advisors LLC ($651K), BIP Wealth LLC ($322.32K), Wealthcare Advisory Partners LLC ($305.79K), Financial Management Professionals Inc. ($212.27K), Zhang Financial LLC ($173.96K), Rosenberg Matthew Hamilton ($158.36K), and Summit Investment Advisory Services LLC ($129.30K).

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

Institutional investors have bought a total of 3,255,315 shares in the last 24 months. This purchase volume represents approximately $177.59M in transactions.

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

Of the 73 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), Parallel Advisors LLC ($181.89K), Great Lakes Advisors LLC ($165.71K), Ameriprise Financial Inc. ($114.08K), RVW Wealth LLC ($104.75K), and Future Financial Wealth Managment LLC ($86.15K).

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

Institutional investors have sold a total of 2,732,502 shares in the last 24 months. This volume of shares sold represents approximately $162.36M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 1/21/2025 by MarketBeat.com Staff
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