SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q1 2025 (March 31)637holders +3
42new positions
34sold out
2famous investors
$67.91avg. 13F price*
At the end of Q1 2025, 637 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 3 from Q4 2024. 42 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($555.7M), Cwm, LLC ($214.7M) and Private Advisor Group, LLC ($205.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 (Q1 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $51.5M |
| Exits | 34 | $130.6M |
All 13F filers, Q4 2024 → Q1 2025: 6,686,438 shares bought and 7,467,066 shares sold, net −780,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| LPL Financial LLC | 0.22% | Reduce -2.8% | 8,170,141 | $555.7M |
| Cwm, LLC | 0.86% | Reduce -6.1% | 3,156,417 | $214.7M |
| Private Advisor Group, LLC | 1.24% | Reduce -0.3% | 3,021,322 | $205.5M |
| Valmark Advisers, Inc. | 2.73% | Add +5.7% | 2,657,632 | $180.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -10.5% | 2,384,736 | $162.2M |
| Wealthcare Advisory Partners LLC | 3.97% | Reduce -0.8% | 2,173,356 | $147.8M |
| Creative Planning | 0.12% | Add +448.2% | 1,812,788 | $123.3M |
| Modern Wealth Management, LLC | 3.68% | Reduce -1.2% | 1,694,483 | $115.2M |
| Syntegra Private Wealth Group, LLC | 12.63% | Add +3.1% | 1,588,150 | $108.0M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -5.2% | 1,578,299 | $107.3M |
| Professional Financial Advisors, LLC | 26.75% | Add +1.5% | 1,548,943 | $105.3M |
| Hughes Financial Services, LLC | 19.77% | Reduce -0.9% | 1,481,754 | $101.1M |
| RFG Advisory, LLC | 2.73% | Reduce -26.3% | 1,483,749 | $100.9M |
| Morgan Stanley | 0.01% | Add +14.6% | 1,476,265 | $100.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.3% | 1,425,130 | $96.8M |
| Legacy Private Trust Co. | 5.81% | Add +39.3% | 1,241,864 | $84.5M |
| Osaic Holdings, Inc. | 0.18% | Reduce -10.8% | 1,168,745 | $79.5M |
| Wells Fargo & Company | 0.02% | Reduce -2.8% | 1,149,403 | $78.2M |
| Wealthquest Corp | 6.16% | Reduce -2.4% | 1,085,420 | $73.8M |
| ARS Wealth Advisors Group, LLC | 9.58% | Reduce -0.7% | 996,797 | $67.8M |
| RVW Wealth, LLC | 6.38% | Add +215.3% | 996,174 | $67.7M |
| Rockbridge Investment Management, LCC | 7.84% | Reduce -3.0% | 973,696 | $66.2M |
| Allworth Financial LP | 0.33% | Reduce -12.7% | 885,048 | $58.8M |
| Keener Financial Planning LLC | 36.24% | Reduce -6.2% | 819,766 | $55.8M |
| Stratos Wealth Partners, LTD. | 0.84% | Reduce -1.7% | 798,657 | $54.3M |
| Bank of America Corp. | 0.00% | Add +20.5% | 797,627 | $54.2M |
| Woodard & Co. Asset Management Group Inc. | 10.56% | Add +22.9% | 742,890 | $50.5M |
| Financial Strategies Group, Inc. | 11.42% | Reduce -0.6% | 739,692 | $48.3M |
| Shepherd Financial Partners LLC | 5.65% | Reduce -52.3% | 708,605 | $48.2M |
| Rosenberg Matthew Hamilton | 11.69% | Add +9.8% | 685,690 | $46.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.35% | Add +4.1% | 642,863 | $43.7M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -4.5% | 629,953 | $42.8M |
| Blueprint Investment Partners LLC | 7.80% | Reduce -38.6% | 628,256 | $42.7M |
| Weitzel Financial Services, Inc. | 20.33% | Reduce -1.8% | 652,736 | $42.6M |
| Cerity Partners LLC | 0.08% | Reduce -0.4% | 607,596 | $41.3M |
| Winch Advisory Services, LLC | 10.51% | Add +1.9% | 584,256 | $39.7M |
| Voisard Asset Management Group, Inc. | 10.92% | Add +33.8% | 549,494 | $37.4M |
| Jaffetilchin Investment Partners, LLC | 2.55% | Reduce -0.8% | 515,968 | $35.1M |
| Advisors Capital Management, LLC | 0.53% | Add +31.9% | 499,837 | $34.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.2% | 499,820 | $34.0M |
| Treasure Coast Financial Planning | 20.05% | Reduce -0.9% | 475,661 | $32.3M |
| N.E.W. Advisory Services LLC | 2.46% | Add +16.5% | 473,142 | $32.2M |
| VestGen Advisors, LLC | 1.41% | — | 456,756 | $31.1M |
| Park Avenue Securities LLC | 0.37% | Reduce -0.6% | 447,378 | $30.4M |
| GM Advisory Group, LLC | 1.61% | Reduce -1.2% | 438,237 | $29.8M |
| Winthrop Advisory Group LLC | 3.47% | Reduce -6.7% | 424,904 | $28.9M |
| Geneos Wealth Management Inc. | 0.90% | Add +10.3% | 393,392 | $26.8M |
| Townsquare Capital LLC | 0.28% | Add +1648.4% | 389,529 | $26.5M |
| Jacobi Capital Management LLC | 1.94% | Add +62.2% | 387,350 | $26.3M |
| Rinkey Investments | 8.27% | Reduce -2.3% | 383,651 | $26.1M |
| Portfolio Strategies, Inc. | 3.95% | Reduce -10.2% | 375,204 | $25.5M |
| Royal Bank of Canada | 0.01% | Add +32.4% | 375,152 | $25.5M |
| Equitable Holdings, Inc. | 0.23% | Add +4.9% | 353,171 | $24.0M |
| Boston Standard Wealth Management, LLC | 5.26% | Add +3.7% | 360,960 | $23.9M |
| Waverly Advisors, LLC | 0.29% | Reduce -0.9% | 351,250 | $23.9M |
| Kingsview Wealth Management, LLC | 0.43% | Add +6.2% | 338,776 | $23.0M |
| Rialto Wealth Management, LLC | 7.01% | Add +28.7% | 328,368 | $22.3M |
| SigFig Wealth Management, LLC | 0.79% | Reduce -3.8% | 341,551 | $21.8M |
| Astor Investment Management LLC | 11.40% | Reduce -1.1% | 315,074 | $21.4M |
| DORVAL Corp | 8.47% | Add +0.4% | 291,341 | $21.0M |
| Fox Financial, Inc | 19.79% | Add +0.9% | 309,185 | $21.0M |
| Aquire Wealth Advisors, LLC | 6.35% | Reduce -1.7% | 303,299 | $20.6M |
| Balefire, LLC | 6.93% | Reduce -1.6% | 297,207 | $20.2M |
| Abound Financial, LLC | 10.14% | Add +6.3% | 294,699 | $20.0M |
| AllGen Financial Advisors, Inc. | 5.74% | New | 285,342 | $19.4M |
| MML Investors Services, LLC | 0.06% | Add +55.1% | 284,610 | $19.4M |
| Callan Capital, LLC | 1.41% | Reduce -3.5% | 281,017 | $19.1M |
| Money Concepts Capital Corp. | 1.43% | Add +2.5% | 280,766 | $19.1M |
| JPMorgan Chase & Co. | 0.00% | Add +24.5% | 268,286 | $18.2M |
| Zhang Financial LLC | 0.96% | Add +38.5% | 266,548 | $18.1M |
| Annex Advisory Services, LLC | 0.51% | Reduce -3.9% | 264,609 | $18.0M |
| Parallel Advisors, LLC | 0.40% | Reduce -3.7% | 259,528 | $17.7M |
| Compass Financial Group, INC | 3.33% | Reduce -1.1% | 259,065 | $17.6M |
| Blueprint Financial Advisors LLC | 9.53% | — | 258,412 | $17.6M |
| Capasso Planning Partners LLC | 7.33% | Reduce -0.8% | 257,445 | $17.5M |
| Royal Harbor Partners, LLC | 6.52% | Reduce -56.0% | 247,385 | $16.8M |
| BIP Wealth, LLC | 1.05% | Add +8.5% | 237,082 | $16.1M |
| Pure Financial Advisors, LLC | 0.33% | Reduce -1.7% | 231,048 | $15.7M |
| Moloney Securities Asset Management, LLC | 1.97% | Add +166.4% | 212,412 | $14.4M |
| Mariner, LLC | 0.02% | Reduce -25.3% | 202,949 | $13.8M |
| Facet Wealth, Inc. | 0.35% | Add +37.6% | 199,805 | $13.7M |
| MPWM Advisory Solutions, LLC | 9.86% | Add +21.8% | 199,721 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 199,057 | $13.5M |
| Atlas Private Wealth Advisors | 1.82% | Add +463.8% | 192,031 | $13.1M |
| Capital Advisory Group Advisory Services, LLC | 4.98% | Reduce -0.8% | 191,677 | $13.0M |
| Great Lakes Advisors, LLC | 0.11% | Reduce -13.8% | 188,692 | $12.8M |
| Solano Wealth Investment Advisors LLC | 7.73% | Add +5.3% | 183,644 | $12.5M |
| Principia Wealth Advisory, LLC | 11.59% | Add +2.4% | 182,023 | $12.0M |
| Investment Planning Advisors, Inc. | 4.87% | Reduce -3.4% | 176,319 | $12.0M |
| Snowden Capital Advisors LLC | 0.38% | Add +0.3% | 172,925 | $11.8M |
| Sentinel Pension Advisors, LLC | 2.15% | Reduce -0.3% | 172,031 | $11.7M |
| Retirement Capital Strategies | 4.56% | Reduce -2.5% | 171,650 | $11.7M |
| IAG Wealth Partners, LLC | 1.79% | Add +2.2% | 169,776 | $11.5M |
| Capital Analysts, LLC | 0.43% | Reduce -9.5% | 169,431 | $11.5M |
| HBW Advisory Services LLC | 1.63% | Add +4.5% | 168,859 | $11.5M |
| Farther Finance Advisors, LLC | 0.29% | Add +35963.2% | 167,333 | $11.4M |
| Two Sigma Investments, LP | 0.03% | Reduce -28.7% | 162,000 | $11.0M |
| Arete Wealth Advisors, LLC | 0.83% | Add +5.6% | 160,254 | $10.9M |
| Balentine LLC | 0.44% | Reduce -0.9% | 154,654 | $10.5M |
| G&S Capital LLC | 4.42% | Reduce -2.1% | 153,218 | $10.4M |
"% 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.