13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
SPTM

SS SPDR P S&P 1500 COMP ETF

788 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·788 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.9%
vs prior quarter
13F value held
$3.7B
68.0% inst. owned
of float
Holders
788
-92 QoQ
filers reporting
Activity
+90 / −84
+779 added · −723 reduced
this quarter
Concentration
18.13%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

788 institutions reported SPTM in Q1 2026. LPL Financial LLC leads at 18.1% of the visible book. -92 net institutions QoQ — distribution reading.

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
ASSETMARK, INC
CIK 0001344551
$227M2.7M0.46%Q4 202508
Wealthcare Advisory Partners LLC
CIK 0001683059
$205M2.6M3.98%Q1 202609
Wealthquest Corp
CIK 0001632968
$137M1.7M5.03%Q1 202610
Hughes Financial Services, LLC
CIK 0002054465
$132M1.7M20.31%Q1 202611
Professional Financial Advisors, LLC
CIK 0001798221
$121M1.5M24.67%Q1 202612
MORGAN STANLEY
CIK 0000895421
$121M1.5M0.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$114M1.4M0.17%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$112M1.4M0.23%Q1 202615
Syntegra Private Wealth Group, LLC
CIK 0001964298
$112M1.4M10.61%Q1 202616
Modern Wealth Management, LLC
CIK 0002001900
$110M1.4M1.89%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$101M1.3M0.02%Q1 202618
Allworth Financial LP
CIK 0001555170
$85M1.1M0.34%Q1 202619
ARS Wealth Advisors Group, LLC
CIK 0001886707
$82M1.0M6.89%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$81M1.0M0.02%Q1 2026
Page 1 of 40
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