SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q3 2025 (September 30)674holders +13
58new positions
26sold out
5famous investors
$80.91avg. 13F price*
At the end of Q3 2025, 674 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 13 from Q2 2025. 58 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($667.1M), Cwm, LLC ($252.2M) and Creative Planning ($243.3M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q3 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $84.6M |
| Exits | 26 | $11.5M |
All 13F filers, Q2 2025 → Q3 2025: 6,085,490 shares bought and 2,565,018 shares sold, net +3,520,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| LPL Financial LLC | 0.19% | Add +1.8% | 8,271,397 | $667.1M |
| Cwm, LLC | 0.76% | Reduce -2.5% | 3,127,476 | $252.2M |
| Creative Planning | 0.19% | Add +1.6% | 3,017,159 | $243.3M |
| Private Advisor Group, LLC | 1.13% | Reduce -1.2% | 2,845,996 | $229.5M |
| Valmark Advisers, Inc. | 2.94% | Add +2.8% | 2,818,606 | $227.3M |
| Wealthcare Advisory Partners LLC | 4.41% | Add +0.8% | 2,625,535 | $211.7M |
| Assetmark, Inc. | 0.45% | Add +12455.3% | 2,575,084 | $207.7M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +0.6% | 1,973,730 | $159.8M |
| Osaic Holdings, Inc. | 0.19% | Add +7.3% | 1,729,804 | $135.8M |
| Hughes Financial Services, LLC | 21.36% | Add +1.3% | 1,630,436 | $134.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -13.9% | 1,650,075 | $133.1M |
| Professional Financial Advisors, LLC | 27.57% | Add +2.9% | 1,624,615 | $131.0M |
| Syntegra Private Wealth Group, LLC | 11.47% | Reduce -2.6% | 1,507,600 | $121.6M |
| Modern Wealth Management, LLC | 2.37% | Reduce -7.0% | 1,486,905 | $119.9M |
| Ameriprise Financial Inc. | 0.03% | Add +2.7% | 1,411,187 | $113.8M |
| Morgan Stanley | 0.01% | Add +1.6% | 1,343,005 | $108.3M |
| Wells Fargo & Company | 0.02% | Reduce -1.2% | 1,138,157 | $91.8M |
| Wealthquest Corp | 7.11% | Reduce -0.0% | 1,105,306 | $89.1M |
| ARS Wealth Advisors Group, LLC | 8.09% | Reduce -0.1% | 1,015,987 | $81.9M |
| Keener Financial Planning LLC | 36.51% | Add +0.8% | 975,898 | $78.7M |
| Blueprint Investment Partners LLC | 11.03% | Add +5.8% | 973,313 | $78.5M |
| Allworth Financial LP | 0.35% | Add +5.6% | 973,158 | $78.5M |
| Rockbridge Investment Management, LCC | 7.67% | Reduce -2.5% | 964,022 | $77.7M |
| Stratos Wealth Partners, LTD. | 0.90% | Add +14.1% | 935,985 | $75.5M |
| Legacy Private Trust Co. | 4.33% | Reduce -19.0% | 897,926 | $72.4M |
| Bank of America Corp. | 0.01% | Add +4.5% | 895,149 | $72.2M |
| Rosenberg Matthew Hamilton | 13.51% | Reduce -1.1% | 774,963 | $62.5M |
| Financial Strategies Group, Inc. | 11.79% | Reduce -0.2% | 749,054 | $61.8M |
| Voisard Asset Management Group, Inc. | 14.13% | Add +21.4% | 757,202 | $61.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +18.4% | 743,715 | $60.0M |
| Shepherd Financial Partners LLC | 5.57% | Add +1.2% | 725,924 | $58.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.48% | Add +6.8% | 716,628 | $57.8M |
| Cerity Partners LLC | 0.09% | Add +0.3% | 700,721 | $56.5M |
| Woodard & Co. Asset Management Group Inc. | 9.09% | Reduce -7.0% | 693,639 | $55.9M |
| Weitzel Financial Services, Inc. | 21.72% | Add +0.2% | 669,240 | $53.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.3% | 645,453 | $52.1M |
| B.O.S.S. Retirement Advisors, LLC | 11.92% | Add +6.6% | 618,213 | $49.9M |
| Symphony Financial, Ltd. Co. | 5.99% | Reduce -1.6% | 613,240 | $49.2M |
| AQR Capital Management | 0.03% | Add +14.7% | 599,919 | $48.4M |
| Advisors Capital Management, LLC | 0.61% | Add +8.3% | 598,318 | $48.3M |
| Winch Advisory Services, LLC | 10.62% | Add +0.7% | 585,419 | $47.2M |
| Aquire Wealth Advisors, LLC | 10.64% | Reduce -5.0% | 535,588 | $43.2M |
| Jaffetilchin Investment Partners, LLC | 2.53% | Add +0.3% | 523,934 | $42.3M |
| Winthrop Advisory Group LLC | 3.34% | Reduce -1.5% | 472,826 | $38.1M |
| VestGen Advisors, LLC | 1.25% | Reduce -0.6% | 466,840 | $37.7M |
| Blueprint Financial Advisors LLC | 8.12% | Add +18.7% | 466,104 | $37.6M |
| GM Advisory Group, LLC | 1.47% | Reduce -1.1% | 428,917 | $34.6M |
| Park Avenue Securities LLC | 0.27% | Reduce -1.4% | 425,326 | $34.3M |
| Treasure Coast Financial Planning | 18.79% | Reduce -8.0% | 417,729 | $33.7M |
| Geneos Wealth Management Inc. | 0.85% | Add +3.4% | 417,045 | $33.6M |
| N.E.W. Advisory Services LLC | 2.98% | Add +2.1% | 413,575 | $33.4M |
| Focus Partners Wealth | 0.05% | Add +5.0% | 404,886 | $32.7M |
| Kingsview Wealth Management, LLC | 0.47% | Add +3.4% | 384,490 | $31.0M |
| Equitable Holdings, Inc. | 0.23% | Add +3.9% | 380,524 | $30.7M |
| Rinkey Investments | 8.01% | Reduce -0.9% | 374,471 | $30.2M |
| Beacon Capital Management, Inc. | 1.44% | New | 373,576 | $30.1M |
| RFG Advisory, LLC | 0.62% | Reduce -21.6% | 368,686 | $29.7M |
| Rialto Wealth Management, LLC | 7.64% | Add +0.8% | 367,020 | $29.6M |
| Boston Standard Wealth Management, LLC | 4.64% | Add +0.3% | 342,411 | $27.6M |
| MML Investors Services, LLC | 0.07% | Add +9.7% | 331,330 | $26.7M |
| JPMorgan Chase & Co. | 0.00% | Add +10.5% | 318,887 | $25.7M |
| Waverly Advisors, LLC | 0.26% | Reduce -8.8% | 318,704 | $25.7M |
| Abound Financial, LLC | 10.24% | Add +5.3% | 317,216 | $25.6M |
| RVW Wealth, LLC | 1.96% | Reduce -0.2% | 311,867 | $25.2M |
| Virtue Capital Management, LLC | 4.00% | Add +75.6% | 37,722 | $25.1M |
| DORVAL Corp | 8.30% | Add +3.0% | 310,920 | $25.1M |
| SigFig Wealth Management, LLC | 0.77% | Reduce -4.0% | 312,109 | $25.0M |
| Fox Financial, Inc | 19.79% | Reduce -1.1% | 308,330 | $24.9M |
| Roble, Belko & Company, Inc | 3.28% | Reduce -12.3% | 300,021 | $24.2M |
| Money Concepts Capital Corp. | 1.45% | Add +1.4% | 290,936 | $23.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 286,103 | $23.1M |
| BIP Wealth, LLC | 1.07% | Add +3.1% | 268,457 | $21.7M |
| Zhang Financial LLC | 0.87% | Add +4.7% | 266,964 | $21.5M |
| Bridgewealth Advisory Group, LLC | 4.85% | Add +4.3% | 259,333 | $20.9M |
| AlphaCore Capital LLC | 0.70% | Reduce -2.5% | 259,301 | $20.9M |
| Jacobi Capital Management LLC | 1.27% | Reduce -24.2% | 258,163 | $20.8M |
| Mariner, LLC | 0.03% | Add +5.8% | 256,457 | $20.7M |
| Compass Financial Group, INC | 3.03% | Reduce -1.7% | 250,196 | $20.2M |
| Annex Advisory Services, LLC | 0.43% | Reduce -1.8% | 249,984 | $20.2M |
| Parallel Advisors, LLC | 0.36% | Reduce -2.5% | 242,863 | $19.6M |
| AssuredPartners Investment Advisors, LLC | 4.29% | Add +4.6% | 239,102 | $19.3M |
| Balefire, LLC | 3.71% | Reduce -3.0% | 230,342 | $18.6M |
| Royal Harbor Partners, LLC | 6.26% | Reduce -3.7% | 229,030 | $18.5M |
| Cetera Investment Advisers | 0.02% | Add +119.2% | 217,084 | $17.5M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Reduce -30.1% | 213,251 | $17.2M |
| Pure Financial Advisors, LLC | 0.27% | Reduce -4.7% | 212,678 | $17.2M |
| HBW Advisory Services LLC | 1.84% | Add +10.5% | 202,451 | $16.3M |
| Spartan Planning & Wealth Management | 12.68% | Add +1.7% | 201,382 | $16.2M |
| MPWM Advisory Solutions, LLC | 9.56% | Add +2.0% | 199,346 | $16.1M |
| Moloney Securities Asset Management, LLC | 1.89% | Reduce -7.6% | 195,940 | $15.8M |
| Capital Advisory Group Advisory Services, LLC | 4.90% | Reduce -0.7% | 195,196 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.3% | 188,820 | $15.2M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -1.0% | 188,227 | $15.2M |
| Facet Wealth, Inc. | 0.31% | Reduce -2.7% | 187,465 | $15.1M |
| IAG Wealth Partners, LLC | 1.81% | Add +2.2% | 187,352 | $15.1M |
| Capasso Planning Partners LLC | 9.15% | Add +3.2% | 181,979 | $14.7M |
| Fourth Dimension Wealth, LLC | 5.47% | Add +6.0% | 177,903 | $14.3M |
| Snowden Capital Advisors LLC | 0.39% | Add +1.1% | 176,224 | $14.2M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -25.2% | 168,256 | $13.6M |
| Arete Wealth Advisors, LLC | 0.83% | Reduce -3.4% | 163,525 | $13.2M |
"% 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.