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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Modern Wealth Management, Llc, Capasso Planning Partners Llc, Raymond James Financial Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-11,706-1.2%999,405$90.74MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+2,690+4.8%58,805$5.34MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+32,113—32,113$2.92MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-12,587-18.5%55,443$5.03MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+28,768+6.2%491,233$44.60MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+675+79.4%1,525$138.46KQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+295+0.9%32,342$2.94MQ2 2026Aug 19, 2026
Capasso Planning Partners LlcBuy+210,645—210,645$19.12MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,793+2.7%67,817$6.16MQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+16,679—16,679$1.51MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+9,788—9,788$888.65KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-4,916-2.4%200,381$18.19MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-3,426-3.5%94,316$8.57MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+2,295—2,295$208.00KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-783-0.2%448,617$40.73MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcSell-561-3.5%15,355$1.39MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-439-14.1%2,680$243.30KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-163-2.1%7,607$690.64KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,498,663—1,498,663$135.94MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-256,754-18.5%1,129,081$102.51MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-119,395-15.9%632,610$57.43MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+102,974+7.2%1,540,424$139.86MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+99,190+77.5%227,132$20.62MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-82,795-82.2%17,975$1.63MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+61,496+1325.1%66,137$6.00MQ2 2026Aug 14, 2026
Bank Of America CorpSell-60,365-6.2%913,019$82.89MQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcBuy+58,892+14.2%473,446$42.98MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+50,559+7.9%689,429$62.59MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+43,029+55.5%120,501$10.73MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+42,017—42,017$3.81MQ2 2026Aug 14, 2026
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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.