Who owns State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF?
Institutional ownership of SPTM from SEC Form 13F filings across 404 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
404
13F holders
$5.65B
value, 2026 filers
43.1%
of shares outstanding (64.6M sh)
46
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPTM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8.3M | $753.6M | 0.2% | 5.5% | -2.4% |
| 2 | ASSETMARK, INC | 5.5M | $500.1M | 0.9% | 3.7% | +1.3% |
| 3 | Creative Planning | 4.2M | $385.4M | 0.2% | 2.8% | +2.9% |
| 4 | Valmark Advisers, Inc. | 3.0M | $268.9M | 2.9% | 2% | +0.7% |
| 5 | Tidal Investments LLC | 2.9M | $266.8M | 0.5% | 2% | +1.5% |
| 6 | Wealthcare Advisory Partners LLC | 2.5M | $227.7M | 4.3% | 1.7% | -3.0% |
| 7 | Hughes Financial Services, LLC | 1.7M | $157.1M | 20.8% | 1.2% | +3.5% |
| 8 | MORGAN STANLEY | 1.6M | $142.4M | 0.0% | 1% | +2.5% |
| 9 | OSAIC HOLDINGS, INC. | 1.5M | $139.9M | 0.2% | 1% | +7.2% |
| 10 | Cambridge Investment Research Advisors, Inc. | 1.5M | $136,718 | 0.3% | 1% | +100.8% |
| 11 | AMERIPRISE FINANCIAL INC | 1.5M | $135.9M | 0.0% | 1% | +17.5% |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.4M | $131.1M | 0.2% | 1% | +1.8% |
| 13 | Modern Wealth Management, LLC | 1.1M | $102.5M | 1.2% | 0.8% | -18.5% |
| 14 | Allworth Financial LP | 1.0M | $95.1M | 0.4% | 0.7% | -2.3% |
| 15 | WELLS FARGO & COMPANY/MN | 1.0M | $93.6M | 0.0% | 0.7% | +0.5% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 999,405 | $90.7M | 0.0% | 0.7% | -1.2% |
| 17 | BANK OF AMERICA CORP /DE/ | 913,019 | $82.9M | 0.0% | 0.6% | -6.2% |
| 18 | Rosenberg Matthew Hamilton | 858,575 | $78.0M | 14.5% | 0.6% | +4.0% |
| 19 | B.O.S.S. Retirement Advisors, LLC | 796,314 | $72.3M | 19.5% | 0.5% | +12.5% |
| 20 | Cerity Partners LLC | 733,767 | $66.6M | 0.1% | 0.5% | -1.2% |
| 21 | RAYMOND JAMES FINANCIAL INC | 632,610 | $57.4M | 0.0% | 0.4% | -15.9% |
| 22 | CVFG LLC | 616,164 | $55.9M | 5.9% | 0.4% | +5.5% |
| 23 | Winch Advisory Services, LLC | 597,158 | $54.2M | 11.3% | 0.4% | +0.2% |
| 24 | Stratos Wealth Partners, LTD. | 586,138 | $53.2M | 0.5% | 0.4% | +4.2% |
| 25 | Symphony Financial, Ltd. Co. | 495,226 | $44.6M | 4.9% | 0.3% | +2.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.