SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q4 2024 (December 31)634holders +50
41new positions
33sold out
1famous investor
$71.45avg. 13F price*
At the end of Q4 2024, 634 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 50 from Q3 2024. 41 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($600.1M), Cwm, LLC ($240.1M) and Private Advisor Group, LLC ($216.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $144.0M |
| Exits | 33 | $32.2M |
All 13F filers, Q3 2024 → Q4 2024: 6,648,148 shares bought and 2,651,000 shares sold, net +3,997,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 634 holders
| LPL Financial LLC | 0.24% | Reduce -3.6% | 8,400,977 | $600.1M |
| Cwm, LLC | 1.00% | Reduce -1.1% | 3,361,341 | $240.1M |
| Private Advisor Group, LLC | 1.22% | Add +2.7% | 3,028,959 | $216.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.2% | 2,664,360 | $190.3M |
| Valmark Advisers, Inc. | 2.79% | Add +4.1% | 2,515,414 | $179.7M |
| Wealthcare Advisory Partners LLC | 4.35% | Add +2.0% | 2,191,824 | $156.6M |
| RFG Advisory, LLC | 4.07% | Add +5.6% | 2,013,872 | $143.9M |
| Modern Wealth Management, LLC | 4.58% | Add +100.0% | 1,715,359 | $122.5M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -0.5% | 1,664,184 | $118.9M |
| Syntegra Private Wealth Group, LLC | 12.43% | Add +2.5% | 1,540,954 | $110.1M |
| Ameriprise Financial Inc. | 0.03% | Add +7.6% | 1,537,148 | $109.8M |
| Professional Financial Advisors, LLC | 27.91% | Add +1.4% | 1,525,591 | $109.0M |
| Hughes Financial Services, LLC | 21.95% | — | 1,495,449 | $106.8M |
| Shepherd Financial Partners LLC | 12.69% | Add +0.1% | 1,485,905 | $106.1M |
| Independent Advisor Alliance | 1.38% | New | 1,457,162 | $104.1M |
| Osaic Holdings, Inc. | 0.21% | Reduce -0.7% | 1,310,845 | $93.6M |
| Morgan Stanley | 0.01% | Reduce -0.8% | 1,287,721 | $92.0M |
| Wells Fargo & Company | 0.02% | Add +17.0% | 1,182,178 | $84.4M |
| Wealthquest Corp | 6.47% | Add +1.0% | 1,112,408 | $79.5M |
| Allworth Financial LP | 0.41% | Add +4.4% | 1,013,547 | $75.0M |
| Blueprint Investment Partners LLC | 11.60% | Add +40.3% | 1,022,939 | $73.1M |
| Rockbridge Investment Management, LCC | 9.19% | Reduce -5.2% | 1,004,377 | $71.7M |
| ARS Wealth Advisors Group, LLC | 9.87% | Add +0.6% | 1,004,197 | $71.7M |
| Legacy Private Trust Co. | 4.17% | Add +43.2% | 891,773 | $63.7M |
| Keener Financial Planning LLC | 36.88% | Add +9.6% | 874,363 | $62.5M |
| Stratos Wealth Partners, LTD. | 0.83% | Add +0.2% | 812,359 | $58.0M |
| Financial Strategies Group, Inc. | 12.59% | Reduce -1.9% | 743,787 | $52.6M |
| Weitzel Financial Services, Inc. | 22.55% | Reduce -1.5% | 664,994 | $47.8M |
| Bank of America Corp. | 0.00% | Add +1.8% | 661,985 | $47.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -4.4% | 659,962 | $47.1M |
| Rosenberg Matthew Hamilton | 11.59% | Add +5.0% | 624,390 | $44.6M |
| Raymond James Financial Inc. | 0.02% | — | 618,292 | $44.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.29% | Add +7.3% | 617,506 | $44.1M |
| Cerity Partners LLC | 0.09% | Add +3.6% | 609,820 | $43.6M |
| Woodard & Co. Asset Management Group Inc. | 9.30% | Add +9.1% | 604,320 | $43.2M |
| Winch Advisory Services, LLC | 10.66% | Add +1.7% | 573,628 | $41.0M |
| Royal Harbor Partners, LLC | 15.15% | Reduce -0.1% | 561,600 | $40.1M |
| Symphony Financial, Ltd. Co. | 5.94% | Add +0.3% | 513,315 | $37.8M |
| Jaffetilchin Investment Partners, LLC | 2.69% | Add +4.4% | 520,063 | $37.1M |
| Treasure Coast Financial Planning | 22.58% | Reduce -2.5% | 479,903 | $34.3M |
| Winthrop Advisory Group LLC | 3.90% | Reduce -0.6% | 455,452 | $32.5M |
| Park Avenue Securities LLC | 0.33% | Add +0.5% | 449,921 | $32.1M |
| GM Advisory Group, LLC | 1.75% | Reduce -1.0% | 443,635 | $31.7M |
| Portfolio Strategies, Inc. | 4.24% | Reduce -25.8% | 417,721 | $29.8M |
| Voisard Asset Management Group, Inc. | 9.81% | Add +4736.3% | 410,794 | $29.3M |
| N.E.W. Advisory Services LLC | 2.75% | Add +1.4% | 406,042 | $29.0M |
| Rinkey Investments | 8.98% | Reduce -0.4% | 392,830 | $28.1M |
| Advisors Capital Management, LLC | 0.43% | Add +10.7% | 378,977 | $27.1M |
| Geneos Wealth Management Inc. | 0.89% | Add +6.8% | 356,647 | $25.5M |
| Waverly Advisors, LLC | 0.39% | Reduce -2.8% | 354,551 | $25.3M |
| Boston Standard Wealth Management, LLC | 4.83% | Reduce -3.5% | 348,004 | $24.9M |
| Equitable Holdings, Inc. | 0.23% | Add +1.4% | 336,715 | $24.1M |
| Creative Planning | 0.02% | Add +134.8% | 330,659 | $23.6M |
| Kingsview Wealth Management, LLC | 0.44% | Add +4157.7% | 319,075 | $22.8M |
| Astor Investment Management LLC | 11.65% | Add +28.0% | 318,402 | $22.7M |
| RVW Wealth, LLC | 2.11% | Add +2.4% | 315,913 | $22.6M |
| SigFig Wealth Management, LLC | 0.81% | Reduce -9.5% | 355,153 | $22.5M |
| Aquire Wealth Advisors, LLC | 6.82% | Reduce -4.8% | 308,440 | $22.0M |
| Fox Financial, Inc | 19.78% | Reduce -3.9% | 306,509 | $21.9M |
| Balefire, LLC | 7.36% | Reduce -12.4% | 302,059 | $21.5M |
| Callan Capital, LLC | 1.52% | Reduce -2.5% | 291,239 | $20.8M |
| DORVAL Corp | 8.24% | Add +2.1% | 290,162 | $20.7M |
| Royal Bank of Canada | 0.00% | Add +24.0% | 283,280 | $20.2M |
| Abound Financial, LLC | 10.03% | — | 277,191 | $19.8M |
| Annex Advisory Services, LLC | 0.59% | Reduce -2.8% | 275,344 | $19.7M |
| Money Concepts Capital Corp. | 1.45% | Add +0.3% | 273,775 | $19.6M |
| Mariner, LLC | 0.03% | Add +1.1% | 271,670 | $19.4M |
| Parallel Advisors, LLC | 0.44% | Add +4.8% | 269,476 | $19.2M |
| Compass Financial Group, INC | 3.55% | Reduce -1.2% | 262,072 | $18.7M |
| Capasso Planning Partners LLC | 7.41% | Reduce -12.9% | 259,641 | $18.5M |
| Rialto Wealth Management, LLC | 6.02% | — | 255,133 | $18.2M |
| Jacobi Capital Management LLC | 1.27% | Reduce -25.3% | 238,832 | $17.1M |
| Bridgewealth Advisory Group, LLC | 4.75% | Add +17.0% | 226,297 | $16.8M |
| Pure Financial Advisors, LLC | 0.38% | Reduce -2.9% | 235,005 | $16.8M |
| Two Sigma Investments, LP | 0.04% | Add +198.4% | 227,100 | $16.2M |
| Great Lakes Advisors, LLC | 0.13% | No change | 218,940 | $15.6M |
| BIP Wealth, LLC | 1.04% | Reduce -2.5% | 218,570 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Add +19.7% | 215,429 | $15.4M |
| Capital Advisory Group Advisory Services, LLC | 4.95% | Add +2.4% | 193,205 | $13.8M |
| Zhang Financial LLC | 0.79% | Add +8.1% | 192,416 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.6% | 188,900 | $13.5M |
| Capital Analysts, LLC | 0.54% | Reduce -4.0% | 187,272 | $13.4M |
| MML Investors Services, LLC | 0.05% | Add +7.1% | 183,507 | $13.1M |
| Investment Planning Advisors, Inc. | 5.70% | Add +512.5% | 182,597 | $13.0M |
| Spartan Planning & Wealth Management | 11.87% | — | 181,877 | $13.0M |
| Principia Wealth Advisory, LLC | 11.93% | — | 177,793 | $12.7M |
| Retirement Capital Strategies | 4.76% | Reduce -1.5% | 176,098 | $12.6M |
| Solano Wealth Investment Advisors LLC | 7.49% | — | 174,489 | $12.5M |
| Fourth Dimension Wealth, LLC | 6.44% | — | 172,587 | $12.3M |
| Snowden Capital Advisors LLC | 0.39% | Add +2.5% | 172,479 | $12.3M |
| Sentinel Pension Advisors, LLC | 2.29% | Reduce -1.4% | 172,456 | $12.3M |
| IAG Wealth Partners, LLC | 2.09% | Reduce -4.5% | 166,176 | $11.9M |
| MPWM Advisory Solutions, LLC | 8.56% | — | 163,970 | $11.7M |
| Ervin Investment Management, LLC | 7.49% | Reduce -2.5% | 162,538 | $11.6M |
| HBW Advisory Services LLC | 1.18% | Add +6.0% | 161,567 | $11.5M |
| G&S Capital LLC | 4.61% | Reduce -0.6% | 156,487 | $11.2M |
| Balentine LLC | 0.45% | Add +0.0% | 156,122 | $11.2M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -5.2% | 155,662 | $11.1M |
| Arete Wealth Advisors, LLC | 0.78% | Add +2.1% | 151,710 | $10.9M |
| Freedom Day Solutions, LLC | 3.22% | Add +1.2% | 150,834 | $10.8M |
"% 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.