SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q2 2025 (June 30)661holders +24
58new positions
33sold out
4famous investors
$74.98avg. 13F price*
At the end of Q2 2025, 661 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 24 from Q1 2025. 58 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($608.4M), Cwm, LLC ($240.1M) and Creative Planning ($222.5M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $129.5M |
| Exits | 33 | $70.2M |
All 13F filers, Q1 2025 → Q2 2025: 9,523,827 shares bought and 5,566,091 shares sold, net +3,957,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 661 holders
| LPL Financial LLC | 0.20% | Reduce -0.6% | 8,123,840 | $608.4M |
| Cwm, LLC | 0.85% | Add +1.6% | 3,205,861 | $240.1M |
| Creative Planning | 0.19% | Add +63.9% | 2,970,972 | $222.5M |
| Private Advisor Group, LLC | 1.16% | Reduce -4.7% | 2,879,644 | $215.7M |
| Valmark Advisers, Inc. | 2.86% | Add +3.1% | 2,741,138 | $205.3M |
| Wealthcare Advisory Partners LLC | 4.45% | Add +19.8% | 2,603,310 | $195.0M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +24.3% | 1,962,221 | $148.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -19.6% | 1,916,040 | $143.5M |
| Hughes Financial Services, LLC | 21.19% | Add +8.7% | 1,610,303 | $123.4M |
| Osaic Holdings, Inc. | 0.21% | Add +37.9% | 1,611,509 | $120.7M |
| Modern Wealth Management, LLC | 2.95% | Reduce -5.7% | 1,598,319 | $119.7M |
| Professional Financial Advisors, LLC | 27.44% | Add +2.0% | 1,579,615 | $118.3M |
| Syntegra Private Wealth Group, LLC | 11.83% | Reduce -2.5% | 1,547,892 | $115.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.6% | 1,374,427 | $102.8M |
| Morgan Stanley | 0.01% | Reduce -10.5% | 1,321,692 | $99.0M |
| Wells Fargo & Company | 0.02% | Add +0.2% | 1,151,682 | $86.2M |
| Legacy Private Trust Co. | 5.36% | Reduce -10.7% | 1,108,787 | $83.0M |
| Wealthquest Corp | 6.53% | Add +1.9% | 1,105,765 | $82.8M |
| ARS Wealth Advisors Group, LLC | 8.79% | Add +2.0% | 1,016,466 | $76.1M |
| Rockbridge Investment Management, LCC | 7.94% | Add +1.5% | 988,681 | $74.0M |
| Keener Financial Planning LLC | 36.16% | Add +18.1% | 968,454 | $72.5M |
| Allworth Financial LP | 0.33% | Add +4.1% | 921,565 | $69.0M |
| Blueprint Investment Partners LLC | 12.22% | Add +46.5% | 920,073 | $68.9M |
| Bank of America Corp. | 0.01% | Add +7.4% | 856,384 | $64.1M |
| Stratos Wealth Partners, LTD. | 0.84% | Add +2.7% | 820,469 | $61.4M |
| Rosenberg Matthew Hamilton | 13.65% | Add +14.3% | 783,651 | $58.7M |
| Financial Strategies Group, Inc. | 11.84% | Add +1.4% | 750,283 | $56.8M |
| Woodard & Co. Asset Management Group Inc. | 10.26% | Add +0.4% | 745,693 | $55.8M |
| Shepherd Financial Partners LLC | 5.68% | Add +1.3% | 717,485 | $53.7M |
| Cerity Partners LLC | 0.09% | Add +14.9% | 698,419 | $52.3M |
| Weitzel Financial Services, Inc. | 21.81% | Add +2.3% | 667,792 | $51.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.34% | Add +4.4% | 671,034 | $50.3M |
| Raymond James Financial Inc. | 0.02% | Add +30.9% | 654,236 | $49.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -0.3% | 627,866 | $47.0M |
| Symphony Financial, Ltd. Co. | 6.15% | Add +8152.5% | 623,067 | $46.9M |
| Voisard Asset Management Group, Inc. | 12.04% | Add +13.5% | 623,645 | $46.7M |
| Winch Advisory Services, LLC | 10.63% | Reduce -0.5% | 581,248 | $43.5M |
| B.O.S.S. Retirement Advisors, LLC | 10.91% | New | 579,968 | $43.4M |
| Aquire Wealth Advisors, LLC | 11.35% | Add +85.9% | 563,708 | $42.2M |
| Advisors Capital Management, LLC | 0.58% | Add +10.6% | 552,692 | $41.4M |
| AQR Capital Management | 0.03% | Add +1320.2% | 522,982 | $39.2M |
| Jaffetilchin Investment Partners, LLC | 2.56% | Add +1.2% | 522,108 | $39.1M |
| Winthrop Advisory Group LLC | 3.47% | Add +13.0% | 480,143 | $36.0M |
| VestGen Advisors, LLC | 1.43% | Add +2.8% | 469,654 | $35.9M |
| RFG Advisory, LLC | 0.83% | Reduce -68.3% | 470,079 | $35.2M |
| Treasure Coast Financial Planning | 19.82% | Reduce -4.5% | 454,103 | $34.0M |
| GM Advisory Group, LLC | 1.60% | Reduce -1.1% | 433,504 | $32.5M |
| Park Avenue Securities LLC | 0.30% | Reduce -3.5% | 431,593 | $32.3M |
| N.E.W. Advisory Services LLC | 2.94% | Reduce -14.4% | 405,132 | $30.3M |
| Geneos Wealth Management Inc. | 0.74% | Add +2.6% | 403,459 | $30.2M |
| Blueprint Financial Advisors LLC | 9.43% | Add +52.0% | 392,822 | $29.4M |
| Focus Partners Wealth | 0.06% | Add +522.5% | 385,408 | $28.9M |
| Rinkey Investments | 8.51% | Reduce -1.5% | 378,037 | $28.3M |
| Kingsview Wealth Management, LLC | 0.47% | Add +9.8% | 371,844 | $27.8M |
| Equitable Holdings, Inc. | 0.23% | Add +3.7% | 366,353 | $27.4M |
| Rialto Wealth Management, LLC | 7.62% | Add +10.9% | 364,072 | $27.3M |
| Waverly Advisors, LLC | 0.29% | Reduce -0.5% | 349,454 | $26.2M |
| Roble, Belko & Company, Inc | 3.73% | Add +153.1% | 342,064 | $25.6M |
| Boston Standard Wealth Management, LLC | 4.61% | Reduce -5.4% | 341,551 | $25.6M |
| Jacobi Capital Management LLC | 1.69% | Reduce -12.0% | 340,738 | $25.5M |
| SigFig Wealth Management, LLC | 0.80% | Reduce -4.8% | 325,115 | $24.2M |
| Portfolio Strategies, Inc. | 3.12% | Reduce -14.8% | 319,552 | $23.9M |
| RVW Wealth, LLC | 1.99% | Reduce -68.6% | 312,454 | $23.4M |
| Fox Financial, Inc | 19.73% | Add +0.8% | 311,660 | $23.3M |
| Focus Partners Advisor Solutions, LLC | 0.30% | Add +454.4% | 305,037 | $22.8M |
| MML Investors Services, LLC | 0.07% | Add +6.1% | 302,044 | $22.6M |
| DORVAL Corp | 8.09% | Add +3.6% | 301,830 | $22.6M |
| Abound Financial, LLC | 9.92% | Add +2.2% | 301,098 | $22.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.3% | 291,570 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.6% | 288,606 | $21.6M |
| Money Concepts Capital Corp. | 1.44% | Add +2.2% | 286,892 | $21.5M |
| Astor Investment Management LLC | 11.52% | Reduce -9.6% | 284,750 | $21.3M |
| AlphaCore Capital LLC | 0.76% | Add +41411.2% | 266,087 | $19.9M |
| BIP Wealth, LLC | 1.20% | Add +9.8% | 260,367 | $19.5M |
| Exchange Traded Concepts, LLC | 0.25% | New | 256,193 | $19.2M |
| Zhang Financial LLC | 0.88% | Reduce -4.4% | 254,896 | $19.1M |
| Compass Financial Group, INC | 3.13% | Reduce -1.7% | 254,592 | $19.1M |
| Annex Advisory Services, LLC | 0.46% | Reduce -3.8% | 254,583 | $19.1M |
| Parallel Advisors, LLC | 0.37% | Reduce -4.0% | 249,215 | $18.7M |
| Bridgewealth Advisory Group, LLC | 4.73% | Add +687.6% | 248,644 | $18.6M |
| Mariner, LLC | 0.03% | Add +19.4% | 242,378 | $18.2M |
| Royal Harbor Partners, LLC | 6.51% | Reduce -3.9% | 237,781 | $17.8M |
| Balefire, LLC | 3.87% | Reduce -20.1% | 237,450 | $17.8M |
| AssuredPartners Investment Advisors, LLC | 4.19% | New | 228,651 | $17.1M |
| Farther Finance Advisors, LLC | 0.34% | Add +34.4% | 224,818 | $16.8M |
| Pure Financial Advisors, LLC | 0.29% | Reduce -3.4% | 223,257 | $16.7M |
| Atlas Private Wealth Advisors | 2.07% | Add +11.8% | 214,647 | $16.1M |
| Moloney Securities Asset Management, LLC | 1.97% | Reduce -0.2% | 211,960 | $15.9M |
| Spartan Planning & Wealth Management | 12.70% | Add +61.3% | 198,046 | $14.8M |
| Facet Wealth, Inc. | 0.34% | Reduce -3.5% | 192,720 | $14.7M |
| Capital Advisory Group Advisory Services, LLC | 5.30% | Add +2.6% | 196,626 | $14.7M |
| MPWM Advisory Solutions, LLC | 9.27% | Reduce -2.1% | 195,523 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 195,186 | $14.6M |
| Great Lakes Advisors, LLC | 0.12% | Add +0.7% | 190,064 | $14.2M |
| IAG Wealth Partners, LLC | 1.82% | Add +8.0% | 183,352 | $13.7M |
| HBW Advisory Services LLC | 1.69% | Add +8.5% | 183,232 | $13.7M |
| Capasso Planning Partners LLC | 7.47% | Reduce -31.5% | 176,268 | $13.2M |
| Snowden Capital Advisors LLC | 0.39% | Add +0.8% | 174,368 | $13.1M |
| Arete Wealth Advisors, LLC | 0.90% | Add +5.7% | 169,325 | $12.7M |
| Fourth Dimension Wealth, LLC | 5.31% | Add +11.2% | 167,751 | $12.6M |
"% 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.