SPTM Institutional Ownership & Shareholders
SPDR PORTFOLIO S&P 1500 COMP (SPTM) is currently held by 772 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.26B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPTM tracked by InsiderSet, reporting ownership valued at approximately $753.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $759.62M, representing an estimated gain of +0.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed SPTM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Assetmark, Inc, Creative Planning, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO S&P 1500 COMP (SPTM).
This page ranks the largest institutional SPTM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
772
Total Reported Value
$9.26B
Largest Holder
Lpl Financial Llc
Largest Position
$753.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.17% | 8,300,927 | $753,641,136 | $759,617,830 | +$5,976,694 | +0.79% | |
| Assetmark, Inc | 1.23% | 7,961,928 | $732,895,439 | $728,596,031 | -$4,299,408 | -0.59% | |
| Creative Planning | 0.22% | 4,276,956 | $393,693,801 | $391,384,244 | -$2,309,557 | -0.59% | |
| Valmark Advisers, Inc. | 2.85% | 2,961,564 | $268,880,410 | $271,012,722 | +$2,132,312 | +0.79% | |
| Tidal Investments Llc | 0.65% | 2,938,215 | $266,760,540 | $268,876,055 | +$2,115,515 | +0.79% | |
| Cwm, Llc | 0.70% | 3,349,506 | $264,811,917 | $306,513,294 | +$41,701,377 | +15.75% | |
| Private Advisor Group, Llc | 1.09% | 2,629,977 | $238,775,631 | $240,669,195 | +$1,893,564 | +0.79% | |
| Wealthcare Advisory Partners Llc | 3.84% | 2,458,194 | $226,276,740 | $224,949,333 | -$1,327,407 | -0.59% | |
| Professional Financial Advisors, Llc | 29.45% | 1,881,168 | $173,161,548 | $172,145,684 | -$1,015,864 | -0.59% | |
| Hughes Financial Services, Llc | 21.28% | 1,796,000 | $167,333,287 | $164,351,960 | -$2,981,327 | -1.78% | |
| Morgan Stanley | 0.01% | 1,568,833 | $142,434,452 | $143,563,908 | +$1,129,456 | +0.79% | |
| Osaic Holdings, Inc. | 0.16% | 1,540,424 | $139,860,463 | $140,964,200 | +$1,103,737 | +0.79% | |
| Ameriprise Financial Inc | 0.03% | 1,498,663 | $135,940,456 | $137,142,651 | +$1,202,195 | +0.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.20% | 1,436,148 | $134,222,351 | $131,421,903 | -$2,800,448 | -2.09% | |
| Syntegra Private Wealth Group, Llc | 9.45% | 1,335,225 | $122,907,468 | $122,186,440 | -$721,028 | -0.59% | |
| Keener Financial Planning Llc | 37.13% | 1,143,398 | $103,809,000 | $104,632,351 | +$823,351 | +0.79% | |
| Modern Wealth Management, Llc | 1.22% | 1,129,081 | $102,509,202 | $103,322,202 | +$813,000 | +0.79% | |
| Blueprint Investment Partners Llc | 8.01% | 1,082,347 | $99,630,068 | $99,045,574 | -$584,494 | -0.59% | |
| Allworth Financial Lp | 0.40% | 1,047,443 | $95,097,369 | $95,851,509 | +$754,140 | +0.79% | |
| Wells Fargo & Company/Mn | 0.02% | 1,030,968 | $93,601,595 | $94,343,882 | +$742,287 | +0.79% | |
| Ars Wealth Advisors Group, Llc | 6.79% | 1,014,692 | $93,402,393 | $92,854,465 | -$547,928 | -0.59% | |
| Envestnet Asset Management Inc | 0.02% | 999,405 | $90,735,952 | $91,455,552 | +$719,600 | +0.79% | |
| Bank Of America Corp | 0.01% | 913,019 | $82,892,965 | $83,550,369 | +$657,404 | +0.79% | |
| Rosenberg Matthew Hamilton | 14.80% | 897,808 | $82,643,200 | $82,158,410 | -$484,790 | -0.59% | |
| Rockbridge Investment Management, Lcc | 6.67% | 904,261 | $82,097,814 | $82,748,924 | +$651,110 | +0.79% | |
| Voisard Asset Management Group, Inc. | 14.95% | 873,991 | $80,450,850 | $79,978,916 | -$471,934 | -0.59% | |
| Wealthquest Corp | 4.96% | 866,474 | $78,667,176 | $79,291,036 | +$623,860 | +0.79% | |
| B.O.S.S. Retirement Advisors, Llc | 22.17% | 836,900 | $77,036,623 | $76,584,719 | -$451,904 | -0.59% | |
| Financial Strategies Group, Inc. | 11.29% | 779,808 | $70,868,936 | $71,360,230 | +$491,294 | +0.69% | |
| Baltimore-Washington Financial Advisors, Inc. | 2.60% | 766,306 | $69,572,982 | $70,124,662 | +$551,680 | +0.79% | |
| Shepherd Financial Partners Llc | 5.71% | 765,384 | $69,489,204 | $70,040,290 | +$551,086 | +0.79% | |
| Cerity Partners Llc | 0.08% | 733,767 | $66,618,769 | $67,147,018 | +$528,249 | +0.79% | |
| Weitzel Financial Services, Inc. | 21.59% | 690,842 | $64,245,612 | $63,218,951 | -$1,026,661 | -1.60% | |
| Aqr Capital Management Llc | 0.02% | 689,429 | $62,593,244 | $63,089,648 | +$496,404 | +0.79% | |
| Advisors Capital Management, Llc | 0.65% | 679,939 | $61,731,686 | $62,221,218 | +$489,532 | +0.79% | |
| Huntington National Bank | 0.29% | 657,860 | $59,727,158 | $60,200,769 | +$473,611 | +0.79% | |
| Raymond James Financial Inc | 0.02% | 632,610 | $57,434,662 | $57,890,141 | +$455,479 | +0.79% | |
| Legacy Private Trust Co. | 3.12% | 613,626 | $56,484,272 | $56,152,915 | -$331,357 | -0.59% | |
| Cvfg Llc | 5.88% | 616,164 | $55,941,500 | $56,385,168 | +$443,668 | +0.79% | |
| Winch Advisory Services, Llc | 11.26% | 597,158 | $54,215,959 | $54,645,929 | +$429,970 | +0.79% | |
| Stratos Wealth Partners, Ltd. | 0.54% | 586,138 | $53,215,526 | $53,637,488 | +$421,962 | +0.79% | |
| State Of Michigan Retirement System | 0.23% | 565,479 | $52,052,342 | $51,746,983 | -$305,359 | -0.59% | |
| Blueprint Financial Advisors Llc | 5.12% | 520,715 | $47,931,801 | $47,650,630 | -$281,171 | -0.59% | |
| Symphony Financial, Ltd. Co. | 4.08% | 493,328 | $45,713,978 | $45,144,445 | -$569,533 | -1.25% | |
| Kingsview Wealth Management, Llc | 0.54% | 491,233 | $44,599,039 | $44,952,732 | +$353,693 | +0.79% | |
| Wealthspire Advisors, Llc | 0.24% | 483,994 | $43,941,825 | $44,290,291 | +$348,466 | +0.79% | |
| Winthrop Advisory Group Llc | 2.68% | 470,147 | $43,276,997 | $43,023,152 | -$253,845 | -0.59% | |
| Geneos Wealth Management Inc. | 0.88% | 476,001 | $43,216,124 | $43,558,852 | +$342,728 | +0.79% | |
| N.E.W. Advisory Services Llc | 2.87% | 472,621 | $42,909,234 | $43,249,548 | +$340,314 | +0.79% | |
| Aquire Wealth Advisors, Llc | 9.42% | 453,027 | $41,701,145 | $41,456,501 | -$244,644 | -0.59% |
Frequently asked questions about SPTM
Who are the largest institutional holders of SPTM?
The largest institutional holders of SPTM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Assetmark, Inc, Creative Planning, Valmark Advisers, Inc., and Tidal Investments Llc. InsiderSet ranks institutional holders by their latest reported SPTM position.
What is SPTM institutional ownership?
This page tracks SPTM positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO S&P 1500 COMP (SPTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPTM?
InsiderSet currently tracks 772 institutional managers reporting SPTM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPTM shareholders.
How much SPTM stock do institutions own?
Institutional investment managers disclosed approximately $9.26B in SPTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPTM institutional ownership last updated?
The latest SPTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPTM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPTM position after the reporting date.
Are institutions buying or selling SPTM?
Institutional buying and selling can be analyzed by comparing SPTM positions across consecutive 13F reporting periods. InsiderSet's SPTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPTM ownership changes.
How has SPTM institutional ownership changed over time?
InsiderSet tracks SPTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.