SPDR PORTFOLIO S&P 1500 COMP (SPTM) Institutional Ownership Changes & 13F Activity

SPDR PORTFOLIO S&P 1500 COMP (SPTM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy1440,674$3,215,697
Q4 2025Renaissance Technologies LLCSell-14,70022,200$1,831,500
Q4 2025Sequoia Financial AdvisorsSell-1,37840,660$3,354,461
Q3 2025Renaissance Technologies LLCBuy22,60036,900$2,975,985
Q3 2025Sequoia Financial AdvisorsBuy11042,038$3,390,335
Q2 2025Renaissance Technologies LLCBuy6,70014,300$1,070,927
Q2 2025Sequoia Financial AdvisorsSell-3,15841,928$3,140,012
Q1 2025Renaissance Technologies LLCSell-24,5007,600$516,876
Q1 2025Sequoia Financial AdvisorsBuy3,82245,086$3,066,298
Q4 2024Renaissance Technologies LLCBuy18,40032,100$2,292,903
Q4 2024Sequoia Financial AdvisorsBuy93341,264$2,947,462
Q3 2024Renaissance Technologies LLCSell-8,10013,700$959,822
Q3 2024Sequoia Financial AdvisorsBuy2,89140,331$2,825,610
Q2 2024Renaissance Technologies LLCSell-14,10021,800$1,446,430
Q2 2024Sequoia Financial AdvisorsBuy137,440$2,484,132
Q1 2024Renaissance Technologies LLCBuy60035,900$2,303
Q4 2023Sequoia Financial AdvisorsBuy37,43937,439$2,188,315
Q4 2023Renaissance Technologies LLCBuy16,80035,300$2,063
Q3 2023Renaissance Technologies LLCSell-4,20018,500$971
Q2 2023Renaissance Technologies LLCBuy15,80022,700$1,236
Q4 2022Renaissance Technologies LLCSell-4,4006,900$326
Q3 2022Renaissance Technologies LLCSell-40011,300$498
Q1 2022Renaissance Technologies LLCSell-29,10011,700$650
Q4 2021Renaissance Technologies LLCBuy16,30040,800$2,385
Q3 2021Renaissance Technologies LLCBuy70024,500$1,298
Q2 2021Renaissance Technologies LLCBuy3,70023,800$1,261
Q1 2021Renaissance Technologies LLCBuy14,40020,100$989
Q4 2020Matrix Private Capital GroupBuy3,5473,547$163
Q4 2020Renaissance Technologies LLCSell-2,1005,700$263
Q3 2020Renaissance Technologies LLCBuy5007,800$319

Frequently asked questions about SPTM activity

  • Which institutional owners are buying SPTM?

    Institutional owners buying SPTM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPTM activity?

    "Buy" means an investor increased their reported position in SPTM compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO S&P 1500 COMP (SPTM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPTM increasing?

    Institutional interest in SPTM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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