SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q4 2025 (December 31)737holders +63
51new positions
33sold out
3famous investors
$80.88avg. 13F price*
At the end of Q4 2025, 737 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 63 from Q3 2025. 51 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($684.9M), Cwm, LLC ($269.5M) and Creative Planning ($264.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 SERIES TRUST (Q4 2025)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $364.1M |
| Exits | 33 | $35.1M |
All 13F filers, Q3 2025 → Q4 2025: 9,615,645 shares bought and 3,017,862 shares sold, net +6,597,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 737 holders
| LPL Financial LLC | 0.19% | Add +0.4% | 8,301,805 | $684.9M |
| Cwm, LLC | 0.73% | Add +4.4% | 3,266,337 | $269.5M |
| Creative Planning | 0.19% | Add +6.3% | 3,207,074 | $264.6M |
| Private Advisor Group, LLC | 1.24% | Add +12.5% | 3,200,578 | $264.0M |
| Valmark Advisers, Inc. | 2.92% | Add +1.7% | 2,867,091 | $236.5M |
| Tidal Investments LLC | 0.97% | New | 2,809,755 | $231.8M |
| Assetmark, Inc. | 0.46% | Add +6.7% | 2,748,496 | $226.8M |
| Wealthcare Advisory Partners LLC | 4.12% | Reduce -3.2% | 2,542,112 | $209.7M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.5% | 1,944,624 | $163.1M |
| Professional Financial Advisors, LLC | 27.62% | Add +0.9% | 1,638,866 | $135.2M |
| Hughes Financial Services, LLC | 20.85% | Reduce -1.3% | 1,608,865 | $132.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.9% | 1,552,445 | $128.1M |
| Syntegra Private Wealth Group, LLC | 11.13% | Reduce -2.5% | 1,469,234 | $121.2M |
| Osaic Holdings, Inc. | 0.18% | Reduce -15.3% | 1,465,684 | $120.9M |
| Modern Wealth Management, LLC | 2.17% | Reduce -2.9% | 1,443,831 | $119.1M |
| Ameriprise Financial Inc. | 0.03% | Add +1.5% | 1,431,742 | $118.1M |
| Morgan Stanley | 0.01% | Add +6.6% | 1,431,332 | $118.1M |
| Bank of America Corp. | 0.01% | Add +44.1% | 1,289,965 | $106.4M |
| Wells Fargo & Company | 0.02% | Reduce -7.6% | 1,051,179 | $86.7M |
| Blueprint Investment Partners LLC | 9.23% | Add +7.5% | 1,046,535 | $86.3M |
| Allworth Financial LP | 0.35% | Add +6.7% | 1,038,530 | $85.7M |
| Keener Financial Planning LLC | 36.60% | Add +5.2% | 1,026,608 | $84.7M |
| ARS Wealth Advisors Group, LLC | 7.59% | Add +0.4% | 1,019,838 | $84.1M |
| Rockbridge Investment Management, LCC | 7.29% | Reduce -1.4% | 950,335 | $78.4M |
| Stratos Wealth Partners, LTD. | 0.89% | Add +1.4% | 949,168 | $78.3M |
| RMG Wealth Management LLC | 9.64% | New | 2,921,428 | $74.4M |
| Legacy Private Trust Co. | 4.34% | Reduce -0.6% | 892,767 | $73.7M |
| Wealthquest Corp | 5.24% | Reduce -23.9% | 841,365 | $69.4M |
| Rosenberg Matthew Hamilton | 13.57% | Add +2.5% | 794,032 | $65.5M |
| Voisard Asset Management Group, Inc. | 14.09% | Add +4.5% | 791,215 | $65.3M |
| Financial Strategies Group, Inc. | 11.37% | Reduce 0.0% | 749,047 | $62.8M |
| Cerity Partners LLC | 0.09% | Add +6.5% | 746,393 | $61.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -0.9% | 737,011 | $60.8M |
| Baltimore-Washington Financial Advisors, Inc. | 2.53% | Add +2.3% | 732,998 | $60.5M |
| Shepherd Financial Partners LLC | 5.51% | Reduce -0.8% | 720,467 | $59.4M |
| Weitzel Financial Services, Inc. | 21.48% | Add +0.3% | 671,114 | $55.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.4% | 642,874 | $53.0M |
| Advisors Capital Management, LLC | 0.62% | Add +5.2% | 629,421 | $51.9M |
| AQR Capital Management | 0.03% | Add +4.2% | 625,039 | $51.6M |
| Winch Advisory Services, LLC | 10.89% | Add +2.0% | 596,924 | $49.2M |
| Symphony Financial, Ltd. Co. | 6.61% | Reduce -3.5% | 591,817 | $49.2M |
| Woodard & Co. Asset Management Group Inc. | 7.66% | Reduce -15.4% | 586,743 | $48.4M |
| B.O.S.S. Retirement Advisors, LLC | 14.68% | Reduce -8.6% | 565,322 | $46.6M |
| Jaffetilchin Investment Partners, LLC | 2.54% | Add +0.7% | 527,419 | $43.5M |
| Blueprint Financial Advisors LLC | 6.61% | Add +12.7% | 525,073 | $43.3M |
| Aquire Wealth Advisors, LLC | 11.11% | Reduce -3.4% | 517,386 | $42.7M |
| GM Advisory Group, LLC | 1.54% | Add +11.4% | 477,826 | $39.4M |
| Winthrop Advisory Group LLC | 3.18% | Reduce -3.7% | 455,439 | $37.6M |
| N.E.W. Advisory Services LLC | 2.71% | Add +7.6% | 444,914 | $36.7M |
| Geneos Wealth Management Inc. | 0.89% | Add +6.3% | 443,441 | $36.6M |
| Kingsview Wealth Management, LLC | 0.51% | Add +12.1% | 430,915 | $35.6M |
| Park Avenue Securities LLC | 0.29% | Reduce -1.6% | 418,638 | $34.5M |
| Treasure Coast Financial Planning | 18.34% | Add +0.2% | 418,567 | $34.5M |
| Rialto Wealth Management, LLC | 8.08% | Add +11.5% | 409,387 | $33.8M |
| Focus Partners Wealth | 0.04% | Reduce -1.7% | 398,131 | $32.8M |
| Equitable Holdings, Inc. | 0.22% | Add +2.6% | 390,259 | $32.2M |
| HighPoint Advisor Group LLC | 0.70% | New | 387,811 | $32.0M |
| Rinkey Investments | 7.71% | Reduce -1.7% | 368,202 | $30.4M |
| RFG Advisory, LLC | 0.54% | Reduce -5.1% | 349,744 | $28.9M |
| Jacobi Capital Management LLC | 1.66% | Add +34.9% | 348,177 | $28.7M |
| MML Investors Services, LLC | 0.07% | Add +4.8% | 347,081 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 336,565 | $27.8M |
| Boston Standard Wealth Management, LLC | 4.54% | Reduce -2.7% | 333,247 | $27.5M |
| Waverly Advisors, LLC | 0.21% | Add +0.1% | 319,193 | $26.3M |
| DORVAL Corp | 8.38% | Add +2.4% | 318,319 | $26.3M |
| Focus Partners Advisor Solutions, LLC | 0.32% | Add +48.9% | 317,613 | $26.2M |
| Abound Financial, LLC | 10.11% | Reduce -0.2% | 316,605 | $26.1M |
| Financial Planning Fort Collins, LLC | 22.40% | — | 309,260 | $25.5M |
| RVW Wealth, LLC | 1.94% | Reduce -1.2% | 308,132 | $25.4M |
| Fox Financial, Inc | 20.06% | Reduce -1.1% | 304,899 | $25.2M |
| Money Concepts Capital Corp. | 1.37% | Add +1.7% | 295,859 | $24.4M |
| SigFig Wealth Management, LLC | 0.73% | Reduce -6.7% | 291,165 | $24.3M |
| Cetera Investment Advisers | 0.03% | Add +28.8% | 279,537 | $23.1M |
| BIP Wealth, LLC | 0.79% | Add +0.8% | 270,542 | $22.3M |
| Bridgewealth Advisory Group, LLC | 4.82% | Add +2.1% | 264,704 | $21.8M |
| Zhang Financial LLC | 0.81% | Reduce -1.2% | 263,693 | $21.8M |
| Beacon Capital Management, Inc. | 1.14% | Reduce -31.0% | 257,874 | $21.3M |
| Roble, Belko & Company, Inc | 2.68% | Reduce -17.4% | 247,903 | $20.5M |
| AssuredPartners Investment Advisors, LLC | 3.01% | Add +2.5% | 245,196 | $20.2M |
| Compass Financial Group, INC | 2.89% | Reduce -2.1% | 244,986 | $20.2M |
| Annex Advisory Services, LLC | 0.38% | Reduce -2.3% | 244,270 | $20.2M |
| Parallel Advisors, LLC | 0.36% | Reduce -2.1% | 237,762 | $19.6M |
| Royal Harbor Partners, LLC | 6.28% | Add +0.5% | 230,105 | $19.0M |
| Mariner, LLC | 0.02% | Reduce -11.4% | 227,221 | $18.7M |
| Royal Bank of Canada | 0.00% | Reduce -20.9% | 226,389 | $18.7M |
| Balefire, LLC | 3.55% | Reduce -4.0% | 221,071 | $18.2M |
| Spartan Planning & Wealth Management | 12.90% | Add +5.2% | 211,931 | $17.5M |
| AlphaCore Capital LLC | 0.39% | Reduce -19.1% | 209,799 | $17.3M |
| Pure Financial Advisors, LLC | 0.26% | Reduce -1.5% | 209,546 | $17.3M |
| MPWM Advisory Solutions, LLC | 9.37% | Add +2.3% | 203,937 | $16.8M |
| HBW Advisory Services LLC | 1.81% | Reduce -0.5% | 201,365 | $16.6M |
| Wall Capital Group, Inc. | 15.50% | — | 197,315 | $16.3M |
| Capital Advisory Group Advisory Services, LLC | 4.77% | Add +0.8% | 196,706 | $16.2M |
| Capasso Planning Partners LLC | 8.90% | Add +7.9% | 196,326 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.1% | 190,833 | $15.7M |
| Mueller Wealth, LLC | 12.95% | — | 189,611 | $15.6M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -0.6% | 187,104 | $15.4M |
| Snowden Capital Advisors LLC | 0.40% | Add +4.9% | 184,884 | $15.3M |
| IAG Wealth Partners, LLC | 1.72% | Reduce -3.6% | 180,524 | $14.9M |
| Fourth Dimension Wealth, LLC | 5.42% | Add +1.2% | 180,033 | $14.9M |
"% 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.