SPTM

SS SPDR P S&P 1500 COMP ETF
USCUSIP 78464A805
Institutional Owners
177
+16 QoQ
13F Value Held
$2.7B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)62 adding · 35 trimming
Insider net (180d)+$0
Price history not yet available for SPTM.

Top institutional holders

177 13F filers
#FundPosition valueSharesLast moveAs of
1ASSETMARK, INC
$429.8M
5.44MAddedQ1 2026
2CWM, LLC
$264.8M
3.35MAddedQ1 2026
3Private Advisor Group, LLC
$244.5M
3.09MReducedQ1 2026
4Valmark Advisers, Inc.
$232.4M
2.94MAddedQ1 2026
5Tidal Investments LLC
$228.9M
2.90MAddedQ1 2026
6Wealthcare Advisory Partners LLC
$204.5M
2.59MAddedQ1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$112.1M
1.41MReducedQ1 2026
8COLDSTREAM CAPITAL MANAGEMENT INC
$69.7M
487.7KNewQ1 2026
9Baltimore-Washington Financial Advisors, Inc.
$59.4M
750.9KAddedQ1 2026
10Advisors Capital Management, LLC
$51.3M
649.3KAddedQ1 2026
11Stratos Wealth Partners, LTD.
$44.5M
562.5KReducedQ1 2026
12Equitable Holdings, Inc.
$37.1M
449.4KAddedQ1 2026
13Geneos Wealth Management Inc.
$36.6M
443.4KNewQ4 2025
14Kingsview Wealth Management, LLC
$36.6M
462.5KAddedQ1 2026
15Jaffetilchin Investment Partners, LLC
$31.5M
398.4KReducedQ1 2026
16HighPoint Advisor Group LLC
$29.3M
371.0KReducedQ1 2026
17Jacobi Capital Management LLC
$28.7M
363.5KAddedQ1 2026
18Gateway Wealth Partners, LLC
$25.8M
326.1KAddedQ1 2026
19RFG Advisory, LLC
$25.2M
318.2KReducedQ1 2026
20MONEY CONCEPTS CAPITAL CORP
$24.9M
314.8KAddedQ1 2026
21Focus Partners Advisor Solutions, LLC
$24.2M
305.8KReducedQ1 2026
22Zhang Financial LLC
$22.4M
283.3KAddedQ1 2026
23Waverly Advisors, LLC
$21.7M
274.5KReducedQ1 2026
24Beacon Capital Management, Inc.
$21.6M
273.8KNewQ1 2026
25GREAT VALLEY ADVISOR GROUP, INC.
$19.7M
248.6KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
14
funds
Added
48
funds
Reduced
35
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

168 funds+167 since Q1 2025
084168Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $2.7B

Funds that own SPTM also own

CompanyCo-held byCombined value
State Street SPDR S&P 500 ETF Trust - US ETPSPY176 funds$22.9B
Apple Inc - USAAPL175 funds$40.7B
Nvidia Corp - USNVDA175 funds$35.2B
Microsoft Corp - USMSFT175 funds$31.2B
iShares S&P 500 ETFIVV175 funds$29.3B
Vanguard S&P 500 Etf - US ETPVOO175 funds$23.6B
Broadcom LtdAVGO175 funds$14.3B
Alphabet, Inc. - C SharesGOOG175 funds$13.7B
Meta Platforms Inc Class AMETA175 funds$11.9B
Walmart Inc - USWMT175 funds$7.6B
Amazon.com IncAMZN174 funds$22.3B
GOOGLE INCGOOGL174 funds$20.5B

Ranked by how many of SPTM's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.