13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SPTM

SS SPDR P S&P 1500 COMP ETF

798 institutions still hold SS SPDR P S&P 1500 COMP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A805·Exchange Traded Fund·798 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.8B
visible holders
Holders
798
filers reporting
Concentration
17.55%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

798 institutions reported SPTM in Q1 2026. LPL Financial LLC leads at 17.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$672M8.5M0.18%Q1 202602
Creative Planning
CIK 0001540235
$326M4.1M0.22%Q1 202603
CWM, LLC
CIK 0001535847
$265M3.3M0.70%Q1 202604
Private Advisor Group, LLC
CIK 0001567755
$245M3.1M1.15%Q1 202605
Valmark Advisers, Inc.
CIK 0001380443
$232M2.9M2.76%Q1 202606
Tidal Investments LLC
CIK 0001600064
$229M2.9M0.48%Q1 202607
Wealthcare Advisory Partners LLC
CIK 0001683059
$228M2.5M4.32%Q2 202608
ASSETMARK, INC
CIK 0001344551
$227M2.7M0.46%Q4 202509
Professional Financial Advisors, LLC
CIK 0001798221
$204M2.2M35.24%Q2 202610
Hughes Financial Services, LLC
CIK 0002054465
$157M1.7M20.82%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$131M1.4M0.22%Q2 202612
Syntegra Private Wealth Group, LLC
CIK 0001964298
$124M1.4M9.57%Q2 202613
MORGAN STANLEY
CIK 0000895421
$121M1.5M0.01%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$114M1.4M0.17%Q1 202615
Modern Wealth Management, LLC
CIK 0002001900
$110M1.4M1.89%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$101M1.3M0.02%Q1 202617
ARS Wealth Advisors Group, LLC
CIK 0001886707
$92M1.0M7.24%Q2 202618
Keener Financial Planning LLC
CIK 0002004495
$86M1.1M36.11%Q1 202619
Allworth Financial LP
CIK 0001555170
$85M1.1M0.34%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$81M1.0M0.02%Q1 2026
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