Who Owns State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)?Hedge Fund & Institutional Holders

$80.28-0.53 (-0.66%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$60.34$66.36$72.38$78.40$84.42Sep 24Jun 25Mar 26

SPTM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Valmark Advisers, Inc.New Position+2.9M+$236.5B
Professional Financial Advisors, LLCNew Position+1.6M+$135.2B
Syntegra Private Wealth Group, LLCNew Position+1.5M+$121.2B
BANK OF AMERICA CORP /DE/Increased+395K+$104.9B
RMG Wealth Management LLCNew Position+2.9M+$74.4B
Wealthquest CorpNew Position+841K+$69.4B
Financial Strategies Group, Inc.New Position+749K+$62.8B
Symphony Financial, Ltd. Co.New Position+592K+$49.0B
B.O.S.S. Retirement Advisors, LLCNew Position+565K+$46.6B
Aquire Wealth Advisors, LLCNew Position+517K+$42.7B
Winthrop Advisory Group LLCNew Position+455K+$37.6B
N.E.W. Advisory Services LLCNew Position+445K+$36.7B
Geneos Wealth Management Inc.New Position+443K+$36.6B
Treasure Coast Financial PlanningNew Position+419K+$34.5B
Private Advisor Group, LLCIncreased+355K+$34.5B

SPTM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RFG Advisory, LLCDecreased-19K-$29.7B
VestGen Advisors, LLCDecreased-356K-$28.7B
Zhang Financial LLCDecreased-3K-$21.5B
AlphaCore Capital LLCDecreased-50K-$20.9B
Mariner, LLCDecreased-29K-$20.7B
OSAIC HOLDINGS, INC.Decreased-264K-$15.8B
TWO SIGMA INVESTMENTS, LPDecreased-119K-$10.0B
Ervin Investment Management, LLCDecreased-77K-$9.0B
ROYAL BANK OF CANADADecreased-60K-$7.1B
Larson Financial Group LLCDecreased-6K-$7.0B
WELLS FARGO & COMPANY/MNDecreased-87K-$6.8B
CITADEL ADVISORS LLCClosed Position-75K-$6.1B
HighTower Advisors, LLCDecreased-5K-$5.5B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-3K-$5.5B
WBI INVESTMENTS, LLCDecreased-1K-$4.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Private Advisor Group, LLC3,200,578$264.0B1242.00%Share
2Valmark Advisers, Inc.2,867,091$236.5B2914.90%Share
3ASSETMARK, INC2,748,496$226.8B462.41%Share
4Wealthcare Advisory Partners LLC2,542,112$209.7B4119.87%Share
5HUNTINGTON NATIONAL BANK1,887,290$155.0B930.54%Share
6Professional Financial Advisors, LLC1,638,866$135.2B27.62%Share
7Hughes Financial Services, LLC1,608,865$132.7B20.85%Share
8Syntegra Private Wealth Group, LLC1,469,234$121.2B11.13%Share
9Modern Wealth Management, LLC1,443,602$119.1B2171.67%Share
10OSAIC HOLDINGS, INC.1,437,662$118.0B172.42%Share
11AMERIPRISE FINANCIAL INC1,424,861$117.0B26.44%Share
12Blueprint Investment Partners LLC1,046,535$86.3B9.23%Share
13ARS Wealth Advisors Group, LLC1,019,838$84.1B7.58%Share
14Rockbridge Investment Management, LCC950,335$78.4B7.29%Share
15Stratos Wealth Partners, LTD.949,168$78.3B885.23%Share
16RMG Wealth Management LLC2,921,328$74.4B9.63%Share
17Legacy Private Trust Co.868,336$71.6B4.20%Share
18Wealthquest Corp841,365$69.4B5.24%Share
19Rosenberg Matthew Hamilton794,032$65.5B13.57%Share
20VOISARD ASSET MANAGEMENT GROUP, INC.791,215$65.3B14.09%Share
21Financial Strategies Group, Inc.749,047$62.8B11.37%Share
22Baltimore-Washington Financial Advisors, Inc.732,998$60.0B2.50%Share
23Weitzel Financial Services, Inc.671,114$55.5B21.48%Share
24AQR CAPITAL MANAGEMENT LLC625,039$51.0B26.75%Share
25Winch Advisory Services, LLC596,924$49.2B10.89%Share
26Symphony Financial, Ltd. Co.591,817$49.0B6.59%Share
27B.O.S.S. Retirement Advisors, LLC565,322$46.6B14.68%Share
28RAYMOND JAMES FINANCIAL INC560,226$46.0B14.31%Share
29WELLS FARGO & COMPANY/MN538,675$44.0B8.01%Share
30Jaffetilchin Investment Partners, LLC527,419$43.5B2.54%Share
31Blueprint Financial Advisors LLC525,073$43.3B6.61%Share
32Aquire Wealth Advisors, LLC517,386$42.7B11.10%Share
33WELLS FARGO & COMPANY/MN506,898$41.0B7.47%Share
34BANK OF AMERICA CORP /DE/504,154$41.0B2.98%Share
35BANK OF AMERICA CORP /DE/485,301$40.0B2.91%Share
36Winthrop Advisory Group LLC455,439$37.6B3.18%Share
37N.E.W. Advisory Services LLC444,914$36.7B2.71%Share
38Geneos Wealth Management Inc.443,441$36.6B0.89%Share
39Treasure Coast Financial Planning418,567$34.5B18.34%Share
40Rialto Wealth Management, LLC409,387$33.8B8.08%Share
41Equitable Holdings, Inc.390,259$32.0B218.77%Share
42Focus Partners Wealth398,131$32.0B36.47%Share
43Rinkey Investments368,202$30.4B7.71%Share
44Jacobi Capital Management LLC348,177$28.7B1.66%Share
45Boston Standard Wealth Management, LLC333,247$27.5B4.54%Share
46DORVAL Corp318,319$26.3B8.38%Share
47RVW Wealth, LLC308,132$25.4B1.94%Share
48Fox Financial, Inc304,899$25.2B20.06%Share
49MONEY CONCEPTS CAPITAL CORP295,859$24.4B1.37%Share
50SigFig Wealth Management, LLC291,165$24.3B0.73%Share

SPTM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025709$4.8T+322
Q3 2025387$4.4T-203
Q2 2025590$5.3T-31
Q1 2025621$5.1T+138
Q4 2024483$224.2T+127
Q3 2024356$1048.7T+6
Q2 2024350$339.6T+20
Q1 2024330$328.4T—

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As of Q4 2025, 50 institutional investors hold SPTM (State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF). The largest holder is Private Advisor Group, LLC with $264.0B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SPTM?

As of Q4 2025, 50 institutional investors report holding SPTM (State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF) in their 13F filings.

Who is the largest institutional holder of SPTM?

The largest institutional holder of SPTM is Private Advisor Group, LLC with $264.0B in shares.

Is institutional ownership of SPTM increasing or decreasing?

This quarter, 13 institutions opened new positions in SPTM and 1 closed their positions.