13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SPTM

SS SPDR P S&P 1500 COMP ETF

829 institutions still hold SS SPDR P S&P 1500 COMP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A805·Exchange Traded Fund·829 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.4B
visible holders
Holders
829
filers reporting
Concentration
17.04%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

829 institutions reported SPTM in Q2 2026. LPL Financial LLC leads at 17.0% 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
$754M8.3M0.17%Q2 202602
ASSETMARK, INC
CIK 0001344551
$500M5.5M0.86%Q2 202603
Creative Planning
CIK 0001540235
$385M4.2M0.23%Q2 202604
Valmark Advisers, Inc.
CIK 0001380443
$269M3.0M2.85%Q2 202605
Tidal Investments LLC
CIK 0001600064
$267M2.9M0.46%Q2 202606
CWM, LLC
CIK 0001535847
$265M3.3M0.70%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$239M2.6M1.09%Q2 202608
Wealthcare Advisory Partners LLC
CIK 0001683059
$228M2.5M4.32%Q2 202609
Professional Financial Advisors, LLC
CIK 0001798221
$204M2.2M35.24%Q2 202610
Hughes Financial Services, LLC
CIK 0002054465
$157M1.7M20.82%Q2 202611
MORGAN STANLEY
CIK 0000895421
$142M1.6M0.01%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$140M1.5M0.16%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$136M1.5M0.03%Q2 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$131M1.4M0.22%Q2 202615
Syntegra Private Wealth Group, LLC
CIK 0001964298
$124M1.4M9.57%Q2 202616
Modern Wealth Management, LLC
CIK 0002001900
$110M1.4M1.89%Q1 202617
Allworth Financial LP
CIK 0001555170
$95M1.0M0.40%Q2 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$94M1.0M0.02%Q2 202619
ARS Wealth Advisors Group, LLC
CIK 0001886707
$92M1.0M7.24%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$91M999K0.02%Q2 2026
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