SS SPDR P S&P 1500 COMP ETF SPTM
$90.54
-0.1% 52w: $76.65 – $91.75
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data76.6584.2091.75
Oct 17, 2025 Jul 2, 2026
Institutional holders
752
+13 QoQ
13F value
$8.12B
+1.0% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$5.5M calls / — puts
Institutional value by quarter
Number of holders
Who owns SPTM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 8.5M | $672.2M | 0.2% | +2.4% |
| ASSETMARK, INC | Wealth advisor | 5.4M | $429.8M | 0.9% | +97.8% |
| Creative Planning | Wealth advisor | 4.1M | $326.2M | 0.2% | +28.7% |
| CWM, LLC | Wealth advisor | 3.3M | $264.8M | 0.7% | +2.5% |
| Private Advisor Group, LLC | Wealth advisor | 3.1M | $244.5M | 1.1% | -3.4% |
| Valmark Advisers, Inc. | Wealth advisor | 2.9M | $232.4M | 2.8% | +2.5% |
| Tidal Investments LLC | Diversified mechanical | 2.9M | $228.9M | 0.7% | +3.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 2.6M | $204.5M | 4.0% | +1.8% |
| Wealthquest Corp | Wealth advisor | 1.7M | $137.5M | 5.0% | +102.3% |
| Hughes Financial Services, LLC | Wealth advisor | 1.7M | $132.2M | 20.3% | +3.9% |
| Professional Financial Advisors, LLC | Wealth advisor | 1.5M | $121.2M | 24.7% | -6.5% |
| MORGAN STANLEY | Bank broker | 1.5M | $121.0M | 0.0% | +6.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4M | $113.6M | 0.2% | -1.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.4M | $112.1M | — | -27.7% |
| Syntegra Private Wealth Group, LLC | Wealth advisor | 1.4M | $111.7M | 10.6% | -3.9% |
| Modern Wealth Management, LLC | Wealth advisor | 1.4M | $110.4M | 1.9% | -4.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.3M | $100.8M | 0.0% | -10.9% |
| Keener Financial Planning LLC | Wealth advisor | 1.1M | $85.9M | 36.1% | +5.9% |
| Allworth Financial LP | Wealth advisor | 1.1M | $84.7M | 0.3% | +3.2% |
| ARS Wealth Advisors Group, LLC | Other | 1.0M | $81.6M | 6.9% | +1.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $81.1M | 0.0% | -2.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $79.9M | 0.0% | -34.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 973.4K | $77.0M | 0.0% | -24.5% |
| Rockbridge Investment Management, LCC | Wealth advisor | 933.8K | $73.8M | 6.6% | -1.7% |
| Independent Advisor Alliance | Wealth advisor | 903.1K | $71.4M | 0.8% | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 495.0K | $70.4M | 0.9% | New |
| Legacy Private Trust Co. | Wealth advisor | 886.0K | $70.0M | 4.3% | -0.8% |
| Financial Strategies Group, Inc. | Wealth advisor | 776.6K | $67.4M | 11.3% | +3.7% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | Wealth advisor | 840.3K | $66.4M | 14.2% | +6.2% |
| Rosenberg Matthew Hamilton | Wealth advisor | 825.5K | $65.3M | 13.4% | +4.0% |
| Blueprint Investment Partners LLC | Wealth advisor | 757.8K | $59.9M | 6.1% | -27.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 752.0K | $59.5M | 0.0% | +17.0% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 750.9K | $59.4M | 2.6% | +2.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 749.9K | $59.3M | 0.2% | +1.8% |
| Shepherd Financial Partners LLC | Wealth advisor | 746.6K | $59.0M | 5.6% | +3.6% |
| Cerity Partners LLC | Diversified mechanical | 743.0K | $58.7M | 0.1% | -0.5% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 707.5K | $55.9M | 17.1% | +25.2% |
| Weitzel Financial Services, Inc. | Wealth advisor | 678.8K | $54.0M | 20.3% | +1.1% |
| Advisors Capital Management, LLC | Other | 649.3K | $51.3M | 0.6% | +3.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 638.9K | $50.5M | 0.0% | +2.2% |
| Winch Advisory Services, LLC | Wealth advisor | 595.8K | $47.1M | 10.8% | -0.2% |
| CVFG LLC | Other | 584.2K | $46.2M | 5.7% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 562.5K | $44.5M | 0.5% | -40.7% |
| Aquire Wealth Advisors, LLC | Wealth advisor | 486.0K | $38.4M | 10.1% | -6.1% |
| GM Advisory Group, LLC | Wealth advisor | 482.3K | $38.1M | 1.5% | +0.9% |
| Symphony Financial, Ltd. Co. | Wealth advisor | 481.3K | $37.5M | 5.0% | -18.7% |
| Equitable Holdings, Inc. | Wealth advisor | 449.4K | $37.1M | 0.2% | +15.2% |
| Geneos Wealth Management Inc. | Wealth advisor | 465.5K | $36.8M | 0.9% | +5.0% |
| Winthrop Advisory Group LLC | Wealth advisor | 464.3K | $36.7M | 3.0% | +1.9% |
| Kingsview Wealth Management, LLC | Wealth advisor | 462.5K | $36.6M | 0.5% | +7.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.