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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
$64.43 +0.55 (+0.86%)
As of 02:07 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)
72
Total
Institutional Inflows
(last 12 months)
$848.75M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$112.88M
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SPTM Institutional Buying and Selling by Quarter

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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
4/16/2025IAG Wealth Partners LLC169,776$11.55M1.8%+2.2%0.123%
4/15/2025 GPS Wealth Strategies Group LLC4,854$330K0.0%-21.9%0.004%
4/15/2025 Zhang Financial LLC266,548$18.13M1.0%+38.5%0.194%
4/14/2025 Farther Finance Advisors LLC167,333$11.42M0.3%+35,963.1%0.121%
4/11/2025 Principia Wealth Advisory LLC182,023$12.02M11.3%+2.4%0.132%
4/11/2025 Burkett Financial Services LLC880$60K0.0%N/A0.001%
4/10/2025 Financial Management Professionals Inc.113,194$7.70M1.0%+9.2%0.082%
4/9/2025 NBC 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%
4/8/2025 Parallel Advisors LLC259,528$17.65M0.4%-3.7%0.188%
4/7/2025 Partnership Wealth Management LLC4,634$315K0.3%-4.5%0.003%
4/4/2025 Quent 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%
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2/10/2025 Parallel 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%
2/10/2025IAG 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%
2/10/2025EverSource 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%
2/5/2025 Sherman 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%
2/4/2025Exchange Capital Management Inc.83,394$5.96M0.9%+5.2%0.065%
2/4/2025Bank of New York Mellon Corp10,883$777K0.0%+27.0%0.008%
2/4/2025Abound Financial LLC277,191$19.80M10.0%N/A0.215%
1/30/2025L.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%
1/29/2025AIFG Consultants Ltd.52,468$3.75M6.1%-70.2%0.041%
1/28/2025Compass Financial Services Inc1,039$74K0.0%N/A0.001%
1/28/2025Moloney Securities Asset Management LLC79,729$5.70M0.8%+327.9%0.062%
1/28/2025Golden State Wealth Management LLC2,340$167K0.0%N/A0.002%
1/27/2025Vestia Personal Wealth Advisors6,576$470K0.4%-3.4%0.005%
1/23/2025Hunter Associates Investment Management LLC3,045$217K0.0%N/A0.002%
1/23/2025RVW Wealth LLC315,913$22.57M2.1%+2.4%0.245%
1/22/2025Astor Investment Management LLC318,402$22.74M11.7%+28.0%0.247%
1/22/2025Kingswood Wealth Advisors LLC5,784$413K0.0%N/A0.004%
1/17/2025Janney Montgomery Scott LLC4,336$310K0.0%N/A0.003%
1/17/2025Westside Investment Management Inc.28,783$2.06M0.4%+3.1%0.022%
1/16/2025 Hoese & Co LLP2,721$194K0.2%N/A0.002%
1/16/2025Wealthquest 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%
1/15/2025Householder Group Estate & Retirement Specialist LLC41,519$2.97M2.2%-1.9%0.032%
1/14/2025Winch Advisory Services LLC573,628$40.97M10.7%+1.7%0.445%
1/14/2025Roble Belko & Company Inc67,370$4.81M0.8%-3.7%0.052%
1/14/2025Rosenberg 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%
1/10/2025Graypoint LLC50,107$3.58M0.2%-2.8%0.039%
1/10/2025Praetorian 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%
11/21/2024Wealthquest 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%
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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%
11/8/2024Avior 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%
(Data available from 1/1/2016 forward)

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SPTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTM shares?

During the previous two years, 135 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 107 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), Zhang Financial LLC ($248.10K), Financial Management Professionals Inc. ($221.85K), and Astor Investment Management LLC ($179.95K).

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

Institutional investors have bought a total of 13,059,976 shares in the last 24 months. This purchase volume represents approximately $910.33M 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 ($155.07K), Ameriprise Financial Inc. ($114.08K), Great Lakes Advisors LLC ($87.77K), and Blueprint Investment Partners LLC ($63.97K).

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

Institutional investors have sold a total of 2,603,808 shares in the last 24 months. This volume of shares sold represents approximately $160.73M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 4/17/2025 by MarketBeat.com Staff
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