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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -11,706 | -1.2% | 999,405 | $90.74M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,690 | +4.8% | 58,805 | $5.34M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +32,113 | — | 32,113 | $2.92M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -12,587 | -18.5% | 55,443 | $5.03M | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +28,768 | +6.2% | 491,233 | $44.60M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +675 | +79.4% | 1,525 | $138.46K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +295 | +0.9% | 32,342 | $2.94M | Q2 2026 | Aug 19, 2026 |
| Capasso Planning Partners Llc | Buy | +210,645 | — | 210,645 | $19.12M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,793 | +2.7% | 67,817 | $6.16M | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +16,679 | — | 16,679 | $1.51M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +9,788 | — | 9,788 | $888.65K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -4,916 | -2.4% | 200,381 | $18.19M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -3,426 | -3.5% | 94,316 | $8.57M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +2,295 | — | 2,295 | $208.00K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -783 | -0.2% | 448,617 | $40.73M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Sell | -561 | -3.5% | 15,355 | $1.39M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -439 | -14.1% | 2,680 | $243.30K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -163 | -2.1% | 7,607 | $690.64K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,498,663 | — | 1,498,663 | $135.94M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -256,754 | -18.5% | 1,129,081 | $102.51M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -119,395 | -15.9% | 632,610 | $57.43M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +102,974 | +7.2% | 1,540,424 | $139.86M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +99,190 | +77.5% | 227,132 | $20.62M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -82,795 | -82.2% | 17,975 | $1.63M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +61,496 | +1325.1% | 66,137 | $6.00M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -60,365 | -6.2% | 913,019 | $82.89M | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors Llc | Buy | +58,892 | +14.2% | 473,446 | $42.98M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +50,559 | +7.9% | 689,429 | $62.59M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +43,029 | +55.5% | 120,501 | $10.73M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +42,017 | — | 42,017 | $3.81M | Q2 2026 | Aug 14, 2026 |
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.