Who owns State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPTM from SEC Form 13F filings across 783 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.
As of the 2026-06-30 reporting period, 783 institutions disclosed 97.5M shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $8.86B — about 65.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
783
13F holders
$8.86B
value, 2026 filers
65.1%
of shares outstanding (97.5M sh)
91
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 | Private Advisor Group, LLC | 2.6M | $238.8M | 1.1% | 1.8% | -15.0% |
| 7 | Wealthcare Advisory Partners LLC | 2.5M | $227.7M | 4.3% | 1.7% | -3.0% |
| 8 | Professional Financial Advisors, LLC | 2.2M | $203.7M | 35.2% | 1.5% | +46.4% |
| 9 | Hughes Financial Services, LLC | 1.7M | $157.1M | 20.8% | 1.2% | +3.5% |
| 10 | MORGAN STANLEY | 1.6M | $142.4M | 0.0% | 1% | +2.5% |
| 11 | OSAIC HOLDINGS, INC. | 1.5M | $139.9M | 0.2% | 1% | +7.2% |
| 12 | AMERIPRISE FINANCIAL INC | 1.5M | $135.9M | 0.0% | 1% | +17.5% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.4M | $131.1M | 0.2% | 1% | +1.8% |
| 14 | Syntegra Private Wealth Group, LLC | 1.4M | $123.5M | 9.6% | 0.9% | -3.7% |
| 15 | Keener Financial Planning LLC | 1.1M | $103.8M | 37.1% | 0.8% | +5.2% |
| 16 | Modern Wealth Management, LLC | 1.1M | $102.5M | 1.2% | 0.8% | -18.5% |
| 17 | Allworth Financial LP | 1.0M | $95.1M | 0.4% | 0.7% | -2.3% |
| 18 | WELLS FARGO & COMPANY/MN | 1.0M | $93.6M | 0.0% | 0.7% | +0.5% |
| 19 | ARS Wealth Advisors Group, LLC | 1.0M | $92.5M | 7.2% | 0.7% | -1.3% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 999,405 | $90.7M | 0.0% | 0.7% | -1.2% |
| 21 | BANK OF AMERICA CORP /DE/ | 913,019 | $82.9M | 0.0% | 0.6% | -6.2% |
| 22 | Rockbridge Investment Management, LCC | 904,261 | $82.1M | 6.7% | 0.6% | -3.2% |
| 23 | Blueprint Investment Partners LLC | 879,321 | $79.8M | 6.7% | 0.6% | +16.0% |
| 24 | VOISARD ASSET MANAGEMENT GROUP, INC. | 868,980 | $78.9M | 14.9% | 0.6% | +3.4% |
| 25 | Wealthquest Corp | 866,474 | $78.7M | 5.0% | 0.6% | +3.0% |
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.