SS SPDR P S&P 1500 Comp ETFSPTMETF
13F holders, Q1 2026 (March 31)749holders +12
53new positions
40sold out
2famous investors
$79.52avg. 13F price*
At the end of Q1 2026, 749 institutions reported holding SS SPDR P S&P 1500 Comp ETF (SPTM) in their 13F filings, up 12 from Q4 2025. 53 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($672.2M), Assetmark, Inc. ($429.8M) and Creative Planning ($326.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR P S&P 1500 Comp ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $208.7M |
| Exits | 40 | $109.8M |
All 13F filers, Q4 2025 → Q1 2026: 9,413,971 shares bought and 8,066,709 shares sold, net +1,347,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 749 holders
| LPL Financial LLC | 0.18% | Add +2.4% | 8,501,799 | $672.2M |
| Assetmark, Inc. | 0.88% | Add +97.8% | 5,436,214 | $429.8M |
| Creative Planning | 0.22% | Add +28.7% | 4,126,427 | $326.2M |
| Cwm, LLC | 0.70% | Add +2.5% | 3,349,506 | $264.8M |
| Private Advisor Group, LLC | 1.15% | Reduce -3.4% | 3,093,207 | $244.5M |
| Valmark Advisers, Inc. | 2.76% | Add +2.5% | 2,939,835 | $232.4M |
| Tidal Investments LLC | 0.71% | Add +3.0% | 2,895,155 | $228.9M |
| Wealthcare Advisory Partners LLC | 3.98% | Add +1.8% | 2,586,827 | $204.5M |
| Hughes Financial Services, LLC | 20.31% | Add +3.9% | 1,671,941 | $132.2M |
| Professional Financial Advisors, LLC | 24.67% | Reduce -6.5% | 1,532,743 | $121.2M |
| Morgan Stanley | 0.01% | Add +6.9% | 1,530,737 | $121.0M |
| Osaic Holdings, Inc. | 0.17% | Reduce -1.9% | 1,437,450 | $113.6M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Reduce -27.7% | 1,405,129 | $112.1M |
| Syntegra Private Wealth Group, LLC | 10.61% | Reduce -3.9% | 1,412,447 | $111.7M |
| Modern Wealth Management, LLC | 1.90% | Reduce -4.0% | 1,385,835 | $110.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.9% | 1,275,581 | $100.8M |
| Keener Financial Planning LLC | 36.11% | Add +5.8% | 1,086,692 | $85.9M |
| Allworth Financial LP | 0.34% | Add +3.2% | 1,071,583 | $84.7M |
| ARS Wealth Advisors Group, LLC | 6.89% | Add +1.2% | 1,032,092 | $81.6M |
| Wells Fargo & Company | 0.02% | Reduce -2.4% | 1,026,149 | $81.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -34.9% | 1,011,111 | $79.9M |
| Bank of America Corp. | 0.01% | Reduce -24.5% | 973,384 | $77.0M |
| Rockbridge Investment Management, LCC | 6.63% | Reduce -1.7% | 933,841 | $73.8M |
| Independent Advisor Alliance | 0.77% | New | 903,126 | $71.4M |
| Coldstream Capital Management Inc. | 0.87% | New | 494,999 | $70.4M |
| Legacy Private Trust Co. | 4.33% | Reduce -0.8% | 885,980 | $70.0M |
| Wealthquest Corp | 4.83% | Add +2.3% | 861,002 | $68.1M |
| Financial Strategies Group, Inc. | 11.28% | Add +3.7% | 776,616 | $67.4M |
| Voisard Asset Management Group, Inc. | 14.17% | Add +6.2% | 840,283 | $66.4M |
| Rosenberg Matthew Hamilton | 13.37% | Add +4.0% | 825,503 | $65.3M |
| Blueprint Investment Partners LLC | 6.11% | Reduce -27.6% | 757,846 | $59.9M |
| Raymond James Financial Inc. | 0.02% | Add +17.0% | 752,005 | $59.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.57% | Add +2.5% | 750,934 | $59.4M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +1.8% | 749,923 | $59.3M |
| Shepherd Financial Partners LLC | 5.60% | Add +3.6% | 746,648 | $59.0M |
| Cerity Partners LLC | 0.08% | Reduce -0.5% | 742,992 | $58.7M |
| B.O.S.S. Retirement Advisors, LLC | 17.05% | Add +25.1% | 707,527 | $55.9M |
| Weitzel Financial Services, Inc. | 20.35% | Add +1.1% | 678,821 | $54.0M |
| Advisors Capital Management, LLC | 0.61% | Add +3.1% | 649,255 | $51.3M |
| AQR Capital Management | 0.02% | Add +2.2% | 638,870 | $50.5M |
| Winch Advisory Services, LLC | 10.75% | Reduce -0.2% | 595,816 | $47.1M |
| CVFG LLC | 5.74% | New | 584,153 | $46.2M |
| Stratos Wealth Partners, LTD. | 0.51% | Reduce -40.7% | 562,548 | $44.5M |
| Aquire Wealth Advisors, LLC | 10.11% | Reduce -6.1% | 485,989 | $38.4M |
| GM Advisory Group, LLC | 1.47% | Add +0.9% | 482,264 | $38.1M |
| Symphony Financial, Ltd. Co. | 4.97% | Reduce -18.7% | 481,279 | $37.5M |
| Equitable Holdings, Inc. | 0.24% | Add +15.2% | 449,400 | $37.1M |
| Geneos Wealth Management Inc. | 0.85% | Add +5.0% | 465,482 | $36.8M |
| Winthrop Advisory Group LLC | 3.00% | Add +1.9% | 464,256 | $36.7M |
| Kingsview Wealth Management, LLC | 0.50% | Add +7.3% | 462,465 | $36.6M |
| N.E.W. Advisory Services LLC | 2.70% | Add +2.5% | 456,136 | $36.1M |
| Cetera Investment Advisers | 0.04% | Add +58.6% | 443,363 | $35.1M |
| Rialto Wealth Management, LLC | 7.58% | Add +4.3% | 426,768 | $33.7M |
| Treasure Coast Financial Planning | 16.96% | Reduce -0.5% | 416,689 | $32.9M |
| Blueprint Financial Advisors LLC | 4.86% | Reduce -21.1% | 414,554 | $32.8M |
| Park Avenue Securities LLC | 0.26% | Reduce -1.1% | 414,084 | $32.7M |
| Woodard & Co. Asset Management Group Inc. | 5.21% | Reduce -29.8% | 411,814 | $32.6M |
| Focus Partners Wealth | 0.04% | Add +0.4% | 399,669 | $31.6M |
| Jaffetilchin Investment Partners, LLC | 1.87% | Reduce -24.4% | 398,442 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Add +16.8% | 393,149 | $30.2M |
| HighPoint Advisor Group LLC | 1.23% | Reduce -4.3% | 370,999 | $29.3M |
| Rinkey Investments | 7.39% | Reduce -0.8% | 365,339 | $28.9M |
| Jacobi Capital Management LLC | 1.61% | Add +4.4% | 363,505 | $28.7M |
| Owl Creek Wealth Partners LLC | 10.03% | — | 356,002 | $28.1M |
| Financial Planning Fort Collins, LLC | 21.53% | Add +2.6% | 317,457 | $27.5M |
| Boston Standard Wealth Management, LLC | 4.38% | Add +0.9% | 336,170 | $26.8M |
| Gateway Wealth Partners, LLC | 1.00% | Add +113.2% | 326,097 | $25.8M |
| RFG Advisory, LLC | 0.46% | Reduce -9.0% | 318,155 | $25.2M |
| Money Concepts Capital Corp. | 1.38% | Add +6.4% | 314,766 | $24.9M |
| Navigation Group, LLC | 5.76% | — | 311,102 | $24.6M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Reduce -3.7% | 305,762 | $24.2M |
| Fox Financial, Inc | 19.59% | Reduce -0.4% | 303,648 | $24.0M |
| RVW Wealth, LLC | 1.86% | Reduce -1.8% | 302,469 | $23.9M |
| DORVAL Corp | 7.17% | Reduce -8.1% | 292,442 | $23.1M |
| Bridgewealth Advisory Group, LLC | 4.73% | Add +8.9% | 288,385 | $22.8M |
| SigFig Wealth Management, LLC | 0.67% | Reduce -1.0% | 288,268 | $22.8M |
| Abound Financial, LLC | 9.94% | Reduce -9.1% | 287,728 | $22.7M |
| Zhang Financial LLC | 0.77% | Add +7.4% | 283,279 | $22.4M |
| Wall Capital Group, Inc. | 23.29% | Add +39.9% | 275,965 | $21.8M |
| Waverly Advisors, LLC | 0.16% | Reduce -14.0% | 274,523 | $21.7M |
| Beacon Capital Management, Inc. | 1.22% | Add +6.2% | 273,758 | $21.6M |
| Mariner, LLC | 0.02% | Add +15.1% | 261,458 | $20.7M |
| AssuredPartners Investment Advisors, LLC | 2.16% | Add +0.9% | 247,434 | $19.8M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +281.0% | 248,618 | $19.7M |
| BIP Wealth, LLC | 0.80% | Reduce -8.6% | 247,384 | $19.6M |
| Annex Advisory Services, LLC | 0.36% | Reduce -1.6% | 240,396 | $19.0M |
| Compass Financial Group, INC | 2.65% | Reduce -2.0% | 240,018 | $19.0M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 231,614 | $18.3M |
| Parallel Advisors, LLC | 0.32% | Reduce -5.5% | 224,797 | $17.8M |
| Capasso Planning Partners LLC | 9.07% | Add +8.3% | 212,710 | $16.8M |
| Roble, Belko & Company, Inc | 2.12% | Reduce -15.0% | 210,628 | $16.7M |
| MPWM Advisory Solutions, LLC | 8.74% | Add +2.3% | 208,592 | $16.5M |
| Pure Financial Advisors, LLC | 0.24% | Reduce -2.0% | 205,297 | $16.2M |
| HBW Advisory Services LLC | 1.69% | Add +0.7% | 202,760 | $16.0M |
| Fourth Dimension Wealth, LLC | 5.88% | Add +9.0% | 196,202 | $15.5M |
| Snowden Capital Advisors LLC | 0.40% | Add +1.9% | 188,302 | $14.9M |
| AlphaCore Capital LLC | 0.35% | Reduce -10.3% | 188,259 | $14.9M |
| Mueller Wealth, LLC | 11.78% | Reduce -1.5% | 186,804 | $14.8M |
| Facet Wealth, Inc. | 0.25% | Add +4.5% | 181,575 | $14.4M |
| Great Lakes Advisors, LLC | 0.12% | Reduce -3.6% | 180,319 | $14.3M |
"% 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.