Who owns SPTM?
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · State Street
780 institutions reported holding SPTM, worth $8.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $753.6M | 8,300,927 | −200,872 shares |
| Assetmark, Inc. | Concord, CA | $500.1M | 5,507,994 | +71,780 shares |
| Creative Planning | Overland Park, KS | $385.4M | 4,244,480 | +118,053 shares |
| Valmark Advisers, Inc. | Akron, OH | $268.9M | 2,961,564 | +21,729 shares |
| Tidal Investments LLC | Milwaukee, WI | $266.8M | 2,938,215 | +43,060 shares |
| Private Advisor Group, LLC | Morristown, NJ | $238.8M | 2,629,977 | −463,230 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $227.7M | 2,508,062 | −78,765 shares |
| Professional Financial Advisors, LLC | North Platte, NE | $203.7M | 2,244,068 | +711,325 shares |
| Hughes Financial Services, LLC | Herndon, VA | $157.1M | 1,730,399 | +58,458 shares |
| Morgan Stanley | New York, NY | $142.4M | 1,568,833 | +38,096 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPTM?
780 institutional managers reported holding SPTM in Form 13F filings for June 30, 2026, worth $8.9B in total. The largest reported position was held by LPL Financial LLC, at $753.6M.
Did institutions buy or sell SPTM last quarter?
Reported 13F value rose 16.2% from March 31, 2026, which includes price moves as well as buying and selling. 85 firms reported a new position and 27 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPTM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.