SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q1 2024 (March 31)564holders
2famous investors
$64.09avg. 13F price*
At the end of Q1 2024, 564 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings. The largest holders were LPL Financial LLC ($540.8M), Cwm, LLC ($210.4M) and Private Advisor Group, LLC ($192.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $55.4M |
| Exits | 32 | $19.0M |
Ownership 564 holders
| LPL Financial LLC | 0.29% | Reduce -3.9% | 8,429,880 | $540.8M |
| Cwm, LLC | 1.02% | Add +11.7% | 3,279,224 | $210.4M |
| Private Advisor Group, LLC | 1.38% | Add +0.1% | 3,003,316 | $192.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +174.8% | 2,791,415 | $179.1M |
| Valmark Advisers, Inc. | 2.64% | Add +3.1% | 2,359,687 | $151.4M |
| Wealthcare Advisory Partners LLC | 4.44% | Add +1.4% | 2,113,076 | $135.6M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -56.8% | 1,946,291 | $124.9M |
| Ameriprise Financial Inc. | 0.03% | Add +136.9% | 1,579,566 | $101.4M |
| Rockbridge Investment Management, LCC | 14.26% | Add +3.5% | 1,516,850 | $97.3M |
| Professional Financial Advisors, LLC | 27.03% | Add +16.0% | 1,472,501 | $94.5M |
| Shepherd Financial Partners LLC | 12.29% | Add +0.7% | 1,463,619 | $93.9M |
| Syntegra Private Wealth Group, LLC | 11.09% | Add +2.7% | 1,339,060 | $85.9M |
| Osaic Holdings, Inc. | 0.18% | Reduce -3.7% | 1,276,257 | $81.9M |
| RFG Advisory, LLC | 2.73% | Add +2.7% | 1,250,690 | $80.2M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,185,788 | $76.1M |
| ARS Wealth Advisors Group, LLC | 8.60% | Add +12.4% | 993,069 | $63.7M |
| Wealthquest Corp | 6.75% | Add +4.5% | 981,855 | $63.0M |
| Allworth Financial LP | 0.40% | Add +2.6% | 884,590 | $56.7M |
| Keener Financial Planning LLC | 34.70% | Add +4.6% | 786,504 | $50.5M |
| Bank of America Corp. | 0.00% | Add +23.0% | 782,181 | $50.2M |
| Financial Strategies Group, Inc. | 13.33% | Reduce -12.2% | 779,256 | $49.6M |
| Blueprint Investment Partners LLC | 9.73% | Reduce -12.2% | 767,440 | $49.2M |
| Wells Fargo & Company | 0.01% | Reduce -32.8% | 723,424 | $46.4M |
| Woodard & Co. Asset Management Group Inc. | 12.07% | Reduce -2.0% | 704,824 | $45.2M |
| Stratos Wealth Partners, LTD. | 0.75% | Reduce -33.1% | 693,766 | $44.5M |
| Weitzel Financial Services, Inc. | 22.10% | Reduce -0.1% | 684,366 | $43.8M |
| Rinkey Investments | 14.68% | Reduce -0.8% | 627,955 | $40.3M |
| Cerity Partners LLC | 0.10% | Reduce -0.3% | 597,829 | $38.4M |
| Rosenberg Matthew Hamilton | 10.59% | Add +0.9% | 572,596 | $36.7M |
| Royal Harbor Partners, LLC | 15.74% | Reduce -18.2% | 563,074 | $36.1M |
| Modern Wealth Management, LLC | 3.33% | Add +5.8% | 559,021 | $35.9M |
| Winch Advisory Services, LLC | 10.78% | Add +4.6% | 550,351 | $35.3M |
| Portfolio Strategies, Inc. | 2.39% | Reduce -0.7% | 547,436 | $35.1M |
| Jaffetilchin Investment Partners, LLC | 2.96% | Add +18.6% | 514,272 | $33.0M |
| Treasure Coast Financial Planning | 21.41% | Reduce -3.4% | 510,481 | $32.7M |
| Baltimore-Washington Financial Advisors, Inc. | 2.06% | Add +31.4% | 506,435 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -15.0% | 499,858 | $32.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -20.2% | 496,576 | $31.9M |
| Park Avenue Securities LLC | 0.41% | Reduce -11.5% | 492,899 | $31.6M |
| Symphony Financial, Ltd. Co. | 7.17% | Add +5.6% | 479,842 | $30.8M |
| GM Advisory Group, LLC | 2.04% | Reduce -0.6% | 452,643 | $29.0M |
| Balefire, LLC | 9.63% | Reduce -16.0% | 416,204 | $26.7M |
| Waverly Advisors, LLC | 0.61% | New | 405,557 | $26.0M |
| SigFig Wealth Management, LLC | 0.95% | Reduce -7.8% | 443,662 | $25.9M |
| N.E.W. Advisory Services LLC | 2.75% | Reduce -4.6% | 386,398 | $24.8M |
| Boston Standard Wealth Management, LLC | 5.25% | Add +5.8% | 361,445 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -31.8% | 353,735 | $22.7M |
| Aquire Wealth Advisors, LLC | 7.63% | Reduce -1.5% | 340,208 | $21.8M |
| RVW Wealth, LLC | 2.19% | Reduce -2.0% | 331,629 | $21.3M |
| Legacy Private Trust Co. | 1.53% | Add +0.3% | 325,724 | $20.9M |
| Fox Financial, Inc | 18.92% | Reduce -1.5% | 325,628 | $20.9M |
| Advisors Capital Management, LLC | 0.38% | Add +25.7% | 319,543 | $20.5M |
| Capasso Planning Partners LLC | 8.31% | Add +4.5% | 312,616 | $20.1M |
| Callan Capital, LLC | 1.71% | Reduce -8.9% | 303,342 | $19.5M |
| Geneos Wealth Management Inc. | 0.89% | Add +4.2% | 301,974 | $19.4M |
| Equitable Holdings, Inc. | 0.22% | Add +7.6% | 300,845 | $19.3M |
| DORVAL Corp | 8.86% | Reduce -0.9% | 307,126 | $19.1M |
| Annex Advisory Services, LLC | 0.67% | Reduce -2.1% | 292,287 | $18.8M |
| Money Concepts Capital Corp. | 1.69% | Reduce -13.6% | 285,577 | $18.3M |
| Compass Financial Group, INC | 4.11% | Reduce -2.5% | 276,260 | $17.7M |
| Parallel Advisors, LLC | 0.47% | Reduce -4.1% | 272,941 | $17.5M |
| Great Lakes Advisors, LLC | 0.15% | Reduce -0.2% | 269,153 | $17.3M |
| Pure Financial Advisors, LLC | 0.51% | Reduce -3.0% | 253,557 | $16.3M |
| Jacobi Capital Management LLC | 1.43% | Reduce -2.2% | 240,971 | $15.5M |
| BIP Wealth, LLC | 1.12% | Reduce -4.2% | 237,945 | $15.3M |
| Mariner, LLC | 0.03% | Add +20.6% | 235,785 | $15.1M |
| AIFG Consultants Ltd. | 9.94% | Add +1.6% | 215,079 | $13.8M |
| Dogwood Wealth Management LLC | 8.47% | Add +2.5% | 195,369 | $12.5M |
| Solano Wealth Management, Inc. | 7.02% | Add +6.8% | 195,081 | $12.5M |
| Truist Financial Corp. | 0.02% | Reduce -1.4% | 194,650 | $12.5M |
| Facet Wealth, Inc. | 0.42% | Add +1.4% | 196,503 | $12.4M |
| IAG Wealth Partners, LLC | 2.60% | Reduce -3.5% | 188,914 | $12.1M |
| Retirement Capital Strategies | 4.93% | Reduce -26.2% | 188,132 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.3% | 187,700 | $12.0M |
| Foundations Investment Advisors, LLC | 0.31% | Add +7.5% | 183,744 | $11.8M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -12.0% | 182,568 | $11.7M |
| Treynor Bancshares, Inc. | 6.77% | Add +0.5% | 181,785 | $11.7M |
| Capital Advisory Group Advisory Services, LLC | 5.41% | Add +0.4% | 177,921 | $11.4M |
| Sentinel Pension Advisors, LLC | 2.44% | Reduce -3.0% | 177,617 | $11.4M |
| MML Investors Services, LLC | 0.05% | Reduce -5.6% | 176,907 | $11.3M |
| Snowden Capital Advisors LLC | 0.34% | Reduce -43.1% | 166,203 | $10.7M |
| Bridgewealth Advisory Group, LLC | 5.22% | Reduce -5.4% | 166,133 | $10.7M |
| Ervin Investment Management, LLC | 7.46% | Add +0.2% | 166,078 | $10.7M |
| Balentine LLC | 0.31% | Reduce -46.1% | 163,664 | $10.5M |
| Astor Investment Management LLC | 4.16% | Reduce -56.4% | 163,235 | $10.5M |
| Evensky & Katz LLC | 0.74% | Reduce -3.5% | 162,476 | $10.4M |
| Beacon Financial Group | 1.18% | Reduce -6.7% | 159,893 | $10.3M |
| Financial Enhancement Group LLC | 1.68% | Add +0.1% | 163,825 | $10.2M |
| Larson Financial Group LLC | 0.77% | Reduce -5.9% | 154,663 | $9.9M |
| Investors Research Corp | 2.31% | Reduce -3.6% | 154,046 | $9.9M |
| G&S Capital LLC | 4.30% | Add +6.6% | 150,388 | $9.6M |
| IRON Financial LLC | 5.26% | Reduce -2.4% | 147,141 | $9.4M |
| Arete Wealth Advisors, LLC | 0.86% | Add +3.2% | 144,985 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 144,829 | $9.3M |
| Creative Planning | 0.01% | Add +0.7% | 144,102 | $9.2M |
| Zhang Financial LLC | 0.64% | Add +98.6% | 135,559 | $8.7M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -26.1% | 132,703 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.5% | 131,805 | $8.5M |
| Freedom Day Solutions, LLC | 2.98% | Reduce -1.4% | 131,002 | $8.4M |
| Summit Investment Advisory Services, LLC | 4.89% | Reduce -1.4% | 128,811 | $8.3M |
"% 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.