SPDR PORTFOLIO S&P 1500 COMP (SPTM) Institutional Shareholders
SPDR PORTFOLIO S&P 1500 COMP (SPTM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.34B in SPTM holdings during the latest filing period.
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 $783.94M, representing an estimated gain of +4.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% of the total disclosed SPTM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Assetmark, Inc, Valmark Advisers, Inc., 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
755
Total Reported Value
$8.34B
Largest Holder
Lpl Financial Llc
Largest Position
$753.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $783,939,546 | +$30,298,410 | +4.02% | |
| Assetmark, Inc | 0.86% | 5,507,994 | $500,070,785 | $520,174,953 | +$20,104,168 | +4.02% | |
| Valmark Advisers, Inc. | 2.85% | 2,961,564 | $268,880,410 | $279,690,104 | +$10,809,694 | +4.02% | |
| Tidal Investments Llc | 0.65% | 2,938,215 | $266,760,540 | $277,485,025 | +$10,724,485 | +4.02% | |
| Cwm, Llc | 0.70% | 3,349,506 | $264,811,917 | $316,327,347 | +$51,515,430 | +19.45% | |
| Private Advisor Group, Llc | 1.09% | 2,629,977 | $238,775,631 | $248,375,028 | +$9,599,397 | +4.02% | |
| Wealthcare Advisory Partners Llc | 4.32% | 2,508,062 | $227,706,929 | $236,861,375 | +$9,154,446 | +4.02% | |
| Professional Financial Advisors, Llc | 35.24% | 2,244,068 | $203,738,890 | $211,929,782 | +$8,190,892 | +4.02% | |
| Hughes Financial Services, Llc | 20.82% | 1,730,399 | $157,102,925 | $163,418,882 | +$6,315,957 | +4.02% | |
| Morgan Stanley | 0.01% | 1,568,833 | $142,434,452 | $148,160,589 | +$5,726,137 | +4.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.22% | 1,430,952 | $131,089,549 | $135,139,107 | +$4,049,558 | +3.09% | |
| Syntegra Private Wealth Group, Llc | 9.57% | 1,360,734 | $123,541,024 | $128,507,719 | +$4,966,695 | +4.02% | |
| Osaic Holdings, Inc. | 0.17% | 1,437,450 | $113,649,159 | $135,752,778 | +$22,103,619 | +19.45% | |
| Modern Wealth Management, Llc | 1.90% | 1,385,835 | $110,395,614 | $130,878,257 | +$20,482,643 | +18.55% | |
| Ameriprise Financial Inc | 0.02% | 1,275,581 | $100,832,667 | $120,465,870 | +$19,633,203 | +19.47% | |
| Allworth Financial Lp | 0.40% | 1,047,443 | $95,097,369 | $98,920,517 | +$3,823,148 | +4.02% | |
| Ars Wealth Advisors Group, Llc | 7.24% | 1,018,751 | $92,492,418 | $96,210,844 | +$3,718,426 | +4.02% | |
| Envestnet Asset Management Inc | 0.02% | 999,405 | $90,735,952 | $94,383,808 | +$3,647,856 | +4.02% | |
| Wells Fargo & Company/Mn | 0.02% | 1,026,149 | $81,127,324 | $96,909,512 | +$15,782,188 | +19.45% | |
| Blueprint Investment Partners Llc | 6.66% | 879,321 | $79,833,562 | $83,043,075 | +$3,209,513 | +4.02% | |
| Voisard Asset Management Group, Inc. | 14.93% | 868,980 | $78,894,738 | $82,066,471 | +$3,171,733 | +4.02% | |
| Wealthquest Corp | 4.96% | 866,474 | $78,667,176 | $81,829,805 | +$3,162,629 | +4.02% | |
| Rosenberg Matthew Hamilton | 14.52% | 858,575 | $77,950,042 | $81,083,823 | +$3,133,781 | +4.02% | |
| Bank Of America Corp | 0.01% | 973,384 | $76,955,718 | $91,926,385 | +$14,970,667 | +19.45% | |
| Rockbridge Investment Management, Lcc | 6.63% | 933,841 | $73,829,487 | $88,191,944 | +$14,362,457 | +19.45% | |
| B.O.S.S. Retirement Advisors, Llc | 19.52% | 796,314 | $72,297,324 | $75,203,894 | +$2,906,570 | +4.02% | |
| Financial Strategies Group, Inc. | 11.29% | 779,808 | $70,868,936 | $73,645,068 | +$2,776,132 | +3.92% | |
| Coldstream Capital Management Inc | 0.87% | 494,999 | $70,421,593 | $46,747,706 | -$23,673,887 | -33.62% | |
| Baltimore-Washington Financial Advisors, Inc. | 2.60% | 766,306 | $69,572,982 | $72,369,939 | +$2,796,957 | +4.02% | |
| Shepherd Financial Partners Llc | 5.71% | 765,384 | $69,489,204 | $72,282,865 | +$2,793,661 | +4.02% | |
| Weitzel Financial Services, Inc. | 21.00% | 684,063 | $61,750,418 | $64,602,910 | +$2,852,492 | +4.62% | |
| Advisors Capital Management, Llc | 0.65% | 679,939 | $61,731,686 | $64,213,439 | +$2,481,753 | +4.02% | |
| Huntington National Bank | 0.29% | 657,860 | $59,727,158 | $62,128,298 | +$2,401,140 | +4.02% | |
| Raymond James Financial Inc | 0.02% | 752,005 | $59,453,477 | $71,019,352 | +$11,565,875 | +19.45% | |
| Cerity Partners Llc | 0.08% | 742,992 | $58,740,985 | $70,168,164 | +$11,427,179 | +19.45% | |
| Legacy Private Trust Co. | 3.18% | 626,685 | $56,896,730 | $59,184,131 | +$2,287,401 | +4.02% | |
| Cvfg Llc | 5.88% | 616,164 | $55,941,500 | $58,190,528 | +$2,249,028 | +4.02% | |
| Winch Advisory Services, Llc | 11.26% | 597,158 | $54,215,959 | $56,395,602 | +$2,179,643 | +4.02% | |
| Stratos Wealth Partners, Ltd. | 0.54% | 586,138 | $53,215,526 | $55,354,873 | +$2,139,347 | +4.02% | |
| State Of Michigan Retirement System | 0.23% | 565,479 | $51,339,838 | $53,403,837 | +$2,063,999 | +4.02% | |
| Aqr Capital Management Llc | 0.02% | 638,870 | $50,509,053 | $60,334,883 | +$9,825,830 | +19.45% | |
| Symphony Financial, Ltd. Co. | 4.88% | 495,226 | $44,649,556 | $46,769,143 | +$2,119,587 | +4.75% | |
| Wealthspire Advisors, Llc | 0.24% | 483,994 | $43,941,825 | $45,708,393 | +$1,766,568 | +4.02% | |
| Geneos Wealth Management Inc. | 0.88% | 476,001 | $43,216,124 | $44,953,534 | +$1,737,410 | +4.02% | |
| N.E.W. Advisory Services Llc | 2.87% | 472,621 | $42,909,234 | $44,634,327 | +$1,725,093 | +4.02% | |
| Aquire Wealth Advisors, Llc | 9.72% | 466,911 | $42,390,922 | $44,095,075 | +$1,704,153 | +4.02% | |
| Winthrop Advisory Group Llc | 2.83% | 462,176 | $41,960,931 | $43,647,901 | +$1,686,970 | +4.02% | |
| Cetera Investment Advisers | 0.04% | 449,566 | $40,816,005 | $42,457,013 | +$1,641,008 | +4.02% | |
| Rialto Wealth Management, Llc | 7.67% | 427,094 | $38,775,866 | $40,334,757 | +$1,558,891 | +4.02% | |
| Woodard & Co Asset Management Group Inc | 5.50% | 420,062 | $38,137,426 | $39,670,655 | +$1,533,229 | +4.02% |
Frequently asked questions about SPTM
Who owns the most SPTM stock?
The largest holders of SPTM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO S&P 1500 COMP (SPTM).
Is SPTM widely held by superinvestors?
Many widely followed stocks like SPTM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPTM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.