Who Owns SPTM?
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF — Institutional Ownership & 13F Holdings
$86.24
-0.17 (-0.20%)
Market Cap
$12.3B
Shares Outstanding
135,383,950
Institutional Holders
621
Total Inst. Value
$4.4B
% of Float Held
—
QoQ Holder Change
+294
Institutional data as of Q1 2025
New Positions
178
Closed Positions
40
Increased
169
Decreased
199
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HUNTINGTON NATIONAL BANK | $220.0M | 3,235,496 |
| 2 | Private Advisor Group, LLC | $205.5M | 3,021,322 |
| 3 | Valmark Advisers, Inc. | $180.7M | 2,657,632 |
| 4 | Wealthcare Advisory Partners LLC | $147.8M | 2,173,356 |
| 5 | Modern Wealth Management, LLC | $114.7M | 1,686,449 |
| 6 | Syntegra Private Wealth Group, LLC | $108.0M | 1,588,150 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $107.3M | 1,578,299 |
| 8 | Professional Financial Advisors, LLCNew | $105.3M | 1,548,943 |
| 9 | Hughes Financial Services, LLC | $101.1M | 1,481,754 |
| 10 | RFG Advisory, LLC | $100.9M | 1,483,749 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Valmark Advisers, Inc. | +142K | $180.7M |
| Modern Wealth Management, LLC | +9K | $114.7M |
| Syntegra Private Wealth Group, LLC | +47K | $108.0M |
| Professional Financial Advisors, LLCNew | +1.5M | $105.3M |
| MORGAN STANLEY | +189K | $100.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -1.2M | $1.1M |
| Strategic Financial Concepts, LLC | -1.1M | $1.1M |
| RFG Advisory, LLC | -530K | $100.9M |
| Symphony Financial, Ltd. Co. | -506K | $471K |
| Blueprint Investment Partners LLC | -395K | $42.7M |
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Frequently Asked Questions
How many institutional investors hold SPTM?
As of Q1 2025, 621 institutional investors report holding SPTM (State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF) in their 13F filings.
Which hedge fund owns the most SPTM?
The largest institutional holder of SPTM is HUNTINGTON NATIONAL BANK with $220.0M in shares.
Are institutions buying or selling SPTM?
This quarter, 178 institutions opened new positions in SPTM and 40 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.