SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q2 2026 (June 30)780holders +31
65new positions
28sold out
4famous investors
$90.81avg. 13F price*
At the end of Q2 2026, 780 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 31 from Q1 2026. 65 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($753.6M), Assetmark, Inc. ($500.1M) and Creative Planning ($385.4M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $146.3M |
| Exits | 28 | $153.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,787,977 shares bought and 4,489,991 shares sold, net +297,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 780 holders
| LPL Financial LLC | 0.17% | Reduce -2.4% | 8,300,927 | $753.6M |
| Assetmark, Inc. | 0.86% | Add +1.3% | 5,507,994 | $500.1M |
| Creative Planning | 0.23% | Add +2.9% | 4,244,480 | $385.4M |
| Valmark Advisers, Inc. | 2.86% | Add +0.7% | 2,961,564 | $268.9M |
| Tidal Investments LLC | 0.65% | Add +1.5% | 2,938,215 | $266.8M |
| Private Advisor Group, LLC | 1.09% | Reduce -15.0% | 2,629,977 | $238.8M |
| Wealthcare Advisory Partners LLC | 4.32% | Reduce -3.0% | 2,508,062 | $227.7M |
| Professional Financial Advisors, LLC | 35.24% | Add +46.4% | 2,244,068 | $203.7M |
| Hughes Financial Services, LLC | 20.82% | Add +3.5% | 1,730,399 | $157.1M |
| Morgan Stanley | 0.01% | Add +2.5% | 1,568,833 | $142.4M |
| Osaic Holdings, Inc. | 0.16% | Add +7.2% | 1,540,424 | $139.9M |
| Ameriprise Financial Inc. | 0.03% | Add +17.5% | 1,498,663 | $135.9M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +1.8% | 1,430,952 | $131.1M |
| Syntegra Private Wealth Group, LLC | 9.57% | Reduce -3.7% | 1,360,734 | $123.5M |
| Keener Financial Planning LLC | 37.13% | Add +5.2% | 1,143,398 | $103.8M |
| Modern Wealth Management, LLC | 1.22% | Reduce -18.5% | 1,129,081 | $102.5M |
| Allworth Financial LP | 0.40% | Reduce -2.3% | 1,047,443 | $95.1M |
| Wells Fargo & Company | 0.02% | Add +0.5% | 1,030,968 | $93.6M |
| ARS Wealth Advisors Group, LLC | 7.24% | Reduce -1.3% | 1,018,751 | $92.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.2% | 999,405 | $90.7M |
| Bank of America Corp. | 0.01% | Reduce -6.2% | 913,019 | $82.9M |
| Rockbridge Investment Management, LCC | 6.67% | Reduce -3.2% | 904,261 | $82.1M |
| Blueprint Investment Partners LLC | 6.66% | Add +16.0% | 879,321 | $79.8M |
| Voisard Asset Management Group, Inc. | 14.93% | Add +3.4% | 868,980 | $78.9M |
| Wealthquest Corp | 4.96% | Add +0.6% | 866,474 | $78.7M |
| Rosenberg Matthew Hamilton | 14.52% | Add +4.0% | 858,575 | $78.0M |
| B.O.S.S. Retirement Advisors, LLC | 19.52% | Add +12.6% | 796,314 | $72.3M |
| Financial Strategies Group, Inc. | 11.29% | Add +0.4% | 779,808 | $70.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.61% | Add +2.0% | 766,306 | $69.6M |
| Shepherd Financial Partners LLC | 5.71% | Add +2.5% | 765,384 | $69.5M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +0.4% | 752,931 | $68.4M |
| Cerity Partners LLC | 0.08% | Reduce -1.2% | 733,767 | $66.6M |
| AQR Capital Management | 0.02% | Add +7.9% | 689,429 | $62.6M |
| Weitzel Financial Services, Inc. | 21.00% | Add +0.8% | 684,063 | $61.8M |
| Advisors Capital Management, LLC | 0.66% | Add +4.7% | 679,939 | $61.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -15.9% | 632,610 | $57.4M |
| Legacy Private Trust Co. | 3.18% | Reduce -29.3% | 626,685 | $56.9M |
| CVFG LLC | 5.88% | Add +5.5% | 616,164 | $55.9M |
| Winch Advisory Services, LLC | 11.26% | Add +0.2% | 597,158 | $54.2M |
| Stratos Wealth Partners, LTD. | 0.54% | Add +4.2% | 586,138 | $53.2M |
| State of Michigan Retirement System | 0.23% | New | 565,479 | $51.3M |
| Symphony Financial, Ltd. Co. | 4.88% | Add +2.9% | 495,226 | $44.6M |
| Kingsview Wealth Management, LLC | 0.54% | Add +6.2% | 491,233 | $44.6M |
| Wealthspire Advisors, LLC | 0.24% | New | 483,994 | $43.9M |
| Geneos Wealth Management Inc. | 0.88% | Add +2.3% | 476,001 | $43.2M |
| Blueprint Financial Advisors LLC | 4.78% | Add +14.2% | 473,446 | $43.0M |
| N.E.W. Advisory Services LLC | 2.87% | Add +3.6% | 472,621 | $42.9M |
| Aquire Wealth Advisors, LLC | 9.72% | Reduce -3.9% | 466,911 | $42.4M |
| Winthrop Advisory Group LLC | 2.83% | Reduce -0.5% | 462,176 | $42.0M |
| Cetera Investment Advisers | 0.04% | Add +1.4% | 449,566 | $40.8M |
| Equitable Holdings, Inc. | 0.24% | Reduce -0.2% | 448,617 | $40.7M |
| Rialto Wealth Management, LLC | 7.67% | Add +0.1% | 427,094 | $38.8M |
| Woodard & Co. Asset Management Group Inc. | 5.50% | Add +2.0% | 420,062 | $38.1M |
| Park Avenue Securities LLC | 0.24% | Add +0.8% | 417,513 | $37.9M |
| Treasure Coast Financial Planning | 18.42% | Reduce -0.2% | 415,958 | $37.8M |
| Focus Partners Wealth | 0.04% | Reduce -1.6% | 393,156 | $35.7M |
| Owl Creek Wealth Partners LLC | 10.44% | Add +10.4% | 392,903 | $35.7M |
| HighPoint Advisor Group LLC | 1.24% | Add +4.5% | 387,596 | $35.2M |
| Jacobi Capital Management LLC | 1.65% | Add +2.5% | 372,511 | $33.8M |
| Rinkey Investments | 7.77% | Reduce -0.5% | 363,352 | $33.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 364,366 | $32.8M |
| Boston Standard Wealth Management, LLC | 4.48% | Add +1.1% | 339,708 | $30.9M |
| Money Concepts Capital Corp. | 1.38% | Add +4.6% | 329,144 | $29.9M |
| RFG Advisory, LLC | 0.45% | Reduce -0.7% | 316,100 | $28.7M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Add +2.2% | 312,542 | $28.4M |
| Navigation Group, LLC | 5.45% | Reduce -0.8% | 308,575 | $28.0M |
| RVW Wealth, LLC | 1.82% | Add +0.5% | 304,009 | $27.6M |
| Financial Planning Fort Collins, LLC | 21.72% | Reduce -5.0% | 301,484 | $27.5M |
| Bridgewealth Advisory Group, LLC | 5.17% | Add +4.6% | 301,764 | $27.4M |
| Fox Financial, Inc | 19.07% | Reduce -0.7% | 301,615 | $27.4M |
| DORVAL Corp | 7.71% | Add +0.9% | 294,987 | $26.8M |
| Abound Financial, LLC | 10.29% | Reduce -1.2% | 284,191 | $25.8M |
| BIP Wealth, LLC | 0.73% | Add +14.2% | 282,526 | $25.7M |
| SigFig Wealth Management, LLC | 0.67% | Reduce -2.3% | 281,572 | $25.4M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.7% | 272,566 | $24.7M |
| Beacon Capital Management, Inc. | 1.45% | Reduce -3.6% | 263,803 | $24.0M |
| Zhang Financial LLC | 0.68% | Reduce -9.1% | 257,479 | $23.4M |
| AssuredPartners Investment Advisors, LLC | 2.22% | Add +1.9% | 252,181 | $22.9M |
| Wall Capital Group, Inc. | 18.22% | Reduce -11.2% | 245,135 | $22.3M |
| Annex Advisory Services, LLC | 0.37% | Reduce -0.5% | 239,129 | $21.7M |
| Compass Financial Group, INC | 2.47% | Reduce -1.1% | 237,330 | $21.5M |
| Western Wealth Management, LLC | 0.67% | Add +77.5% | 227,132 | $20.6M |
| MPWM Advisory Solutions, LLC | 9.30% | Add +7.3% | 223,805 | $20.3M |
| Parallel Advisors, LLC | 0.31% | Reduce -1.6% | 221,137 | $20.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 216,002 | $19.6M |
| Capasso Planning Partners LLC | 9.54% | Reduce -1.0% | 210,645 | $19.1M |
| HBW Advisory Services LLC | 1.70% | Add +2.0% | 206,830 | $18.8M |
| Roble, Belko & Company, Inc | 2.02% | Reduce -2.2% | 206,069 | $18.7M |
| Fourth Dimension Wealth, LLC | 5.84% | Add +3.7% | 203,501 | $18.5M |
| Mueller Wealth, LLC | 12.53% | Add +8.5% | 202,687 | $18.4M |
| Pure Financial Advisors, LLC | 0.23% | Reduce -2.4% | 200,381 | $18.2M |
| Atlas Private Wealth Advisors | 3.70% | Add +11.7% | 186,239 | $16.9M |
| AlphaCore Capital LLC | 0.31% | Reduce -2.1% | 184,204 | $16.7M |
| Facet Wealth, Inc. | 0.24% | Add +0.2% | 181,997 | $16.5M |
| Great Valley Advisor Group, Inc. | 0.26% | Reduce -28.3% | 178,323 | $16.2M |
| Great Lakes Advisors, LLC | 0.12% | Reduce -1.9% | 176,855 | $16.1M |
| Gateway Wealth Partners, LLC | 0.96% | Reduce -45.8% | 176,685 | $16.0M |
| Bensler, LLC | 1.41% | Add +3.0% | 175,956 | $16.0M |
| Clearstead Advisors, LLC | 0.15% | Reduce -0.3% | 172,651 | $15.7M |
| Arete Wealth Advisors, LLC | 1.03% | Add +0.3% | 171,960 | $15.6M |
"% of holder's portfolio" is SPTM's weight in each manager's 13F, not the share of SS SPDR P S&P 1500 Comp ETF the manager owns.