SPDR Portfolio S&P 1500 Composite Stock Market ETF

SPTM • ARCA

SPDR Portfolio S&P 1500 Composite Stock Market ETF is an exchange-traded fund on ARCA. As of Q3 2025, 662 institutional investors hold shares in this ETF, with total holdings valued at $7.5B. LPL Financial LLC is the largest holder with a position valued at $667.1M.

Overview

Overview of institutional ownership in SPTM as of Q3 2025

All Institutions

Institutions: 662
Value Held: $7.5B
Shares Held: 92.5M
Avg Position: $11.3M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 9
Value Held: $81.9M
Shares Held: 1.0M
Avg Position: $9.1M
Median Position: $3.0M

Biggest Investors

Institutions with the largest positions in SPTM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$667.1M 0.20% of portfolio	8.3M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
CWM, LLC RIA/Wealth	George Burton White CEO	$252.2M 0.80% of portfolio	3.1M shares	Q4 2021 Held for 3y 11m	$31.5B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$243.3M 0.19% of portfolio	3.0M shares	≤ Q2 2013 Held for 12y 5m+	$130.86B
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	$229.5M 1.13% of portfolio	2.8M shares	Q4 2018 Held for 6y 11m	$20.3B
Valmark Advisers, Inc. RIA/Wealth	Lawrence Joseph Rybka President	$227.3M 2.95% of portfolio	2.8M shares	Q1 2020 Held for 5y 8m	$7.7B
Wealthcare Advisory Partners LLC RIA/Wealth	Matthew Thomas Regan President	$211.7M 4.43% of portfolio	2.6M shares	Q2 2018 Held for 7y 5m	$4.8B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$207.7M 0.45% of portfolio	2.6M shares	Q3 2020 Held for 5y 2m	$46.5B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$159.8M 0.24% of portfolio	2.0M shares	Q1 2018 Held for 7y 8m	$65.5B
H HUNTINGTON NATIONAL BANK Long Only Manager	Samuel Huntington Ellis Managing Partner	$155.6M 0.96% of portfolio	1.9M shares	Q1 2024 Held for 1y 8m	$16.2B
A Advisor Group Holdings, Inc. Institution	-	$135.8M 0.19% of portfolio	1.7M shares	Q1 2020 Held for 5y 8m	$71.0B

Net Capital Flow

Institutional buying and selling activity for SPTM in Q3 2025

Traded: +$273.6M
Buyers: 273
Sellers: 296
Total Bought: +$491.3M
Total Sold: −$217.7M
Avg Position: $10.8M

Biggest Buyers

Institution	Net Bought	Current Position
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$206.0M +2.6M shares	$207.7M 2.6M shares
Beacon Capital Management, Inc. RIA/Wealth	+$30.1M +373.6K shares	$30.1M 373.6K shares
L LPL Financial LLC Institution	+$11.9M +147.6K shares	$667.1M 8.3M shares
VOISARD ASSET MANAGEMENT GROUP, INC. RIA/Wealth	+$10.8M +133.6K shares	$61.1M 757.2K shares
Cetera Investment Advisers RIA/Wealth	+$9.5M +118.1K shares	$17.5M 217.1K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$9.3M +115.8K shares	$60.0M 743.7K shares
Stratos Wealth Partners, LTD. RIA/Wealth	+$9.3M +115.5K shares	$75.5M 936.0K shares
A Advisor Group Holdings, Inc. Institution	+$9.3M +118.3K shares	$135.8M 1.7M shares
Financial Management Professionals, Inc. RIA/Wealth	+$9.2M +113.6K shares	$9.2M 113.6K shares
Lido Advisors, LLC RIA/Wealth	+$8.7M +107.9K shares	$10.7M 132.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
H HUNTINGTON NATIONAL BANK Long Only Manager	−$37.7M −467.7K shares	$155.6M 1.9M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$21.5M −266.0K shares	$133.1M 1.7M shares
L Legacy Private Trust Co. Institution	−$17.0M −210.9K shares	$72.4M 897.9K shares
P Portfolio Strategies, Inc. RIA/Wealth	−$13.2M −163.7K shares	$12.6M 155.9K shares
Modern Wealth Management, LLC RIA/Wealth	−$9.0M −111.4K shares	$119.9M 1.5M shares
RFG Advisory Group, LLC RIA/Wealth	−$8.2M −101.4K shares	$29.7M 368.7K shares
Buckingham Strategic Partners RIA/Wealth	−$7.4M −91.8K shares	$17.2M 213.3K shares
A Atlas Private Wealth Advisors RIA/Wealth	−$6.8M −84.9K shares	$10.5M 129.7K shares
Jacobi Capital Management LLC RIA/Wealth	−$6.7M −82.6K shares	$20.8M 258.2K shares
CWM, LLC RIA/Wealth	−$6.3M −78.4K shares	$252.2M 3.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPTM in Q3 2025

New Positions: 24
New Value: $50.5M
Exited Positions: 25
Exited Value: $11.2M

New Positions

Institution	Position Value
Beacon Capital Management, Inc. RIA/Wealth	$30.1M 373.6K shares
IEQ CAPITAL, LLC RIA/Wealth	$6.4M 79.7K shares
Strategic Investment Advisors / MI RIA/Wealth	$4.6M 39.4K shares
V Vise Technologies, Inc. Institution	$1.9M 23.7K shares
Procyon Private Wealth Partners, LLC RIA/Wealth	$1.7M 21.0K shares
M Mosaic Advisors LLC Family Office	$1.6M 19.9K shares
Krilogy Financial LLC RIA/Wealth	$855.9K 10.5K shares
T TFB Advisors LLC RIA/Wealth	$811.3K 10.1K shares
Sailer Financial LLC RIA/Wealth	$410.6K 5.1K shares
N Neuberger Berman Group LLC Institution	$347.1K 4.3K shares

Exited Positions

Institution	Previous Position
KCM INVESTMENT ADVISORS LLC RIA/Wealth	$3.0M 40.7K shares
NWF Advisory Services Inc. RIA/Wealth	$1.9M 25.7K shares
S Strategic Financial Concepts, LLC RIA/Wealth	$1.1M 14.9K shares
M Holdings Securities, Inc. RIA/Wealth	$762.9K 10.2K shares
R Robertson Stephens Wealth Management, LLC Institution	$653.8K 8.7K shares
Y Yeomans Consulting Group, Inc. Institution	$636.5K 8.5K shares
Fundamentun, LLC RIA/Wealth	$547.2K 7.3K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	$459.9K 6.1K shares
Simplicity Wealth,LLC RIA/Wealth	$404.9K 5.4K shares
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. RIA/Wealth	$366.7K 4.9K shares

Options Activity

Institutions with the largest Call and Put options positions in SPTM as of Q3 2025

Call Positions: 2
Call Value: $3.8M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.6M 322.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.2M 146.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SPTM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Keener Financial Planning LLC RIA/Wealth	Kelli Hinton Director	37.08% $78.7M	975.9K shares	Q4 2023 Held for 1y 11m	$212.2M
Professional Financial Advisors, LLC RIA/Wealth	Kam-Lin Kok President	27.57% $131.0M	1.6M shares	Q4 2019 Held for 5y 11m	$475.2M
Weitzel Financial Services, Inc. RIA/Wealth	Bradley Joseph Weitzel President	21.72% $53.5M	669.2K shares	Q4 2020 Held for 4y 11m	$246.1M
H Hughes Financial Services, LLC RIA/Wealth	Patrick Thomas Hughes Managing Partner	21.36% $134.3M	1.6M shares	Q4 2024 Held for 11 months	$628.6M
F Fox Financial, Inc Institution	-	19.79% $24.9M	308.3K shares	Q4 2023 Held for 1y 11m	$125.7M
T Treasure Coast Financial Planning RIA/Wealth	James Barber Twining CEO	18.97% $33.7M	417.7K shares	Q4 2021 Held for 3y 11m	$177.6M
VOISARD ASSET MANAGEMENT GROUP, INC. RIA/Wealth	Douglas Edward Voisard President	14.13% $61.1M	757.2K shares	Q3 2024 Held for 1y 2m	$432.1M
Rosenberg Matthew Hamilton RIA/Wealth	Matthew Hamilton Rosenberg Managing Partner	13.52% $62.5M	775.0K shares	Q1 2020 Held for 5y 8m	$462.4M
S Spartan Planning & Wealth Management RIA/Wealth	David Childs CEO	12.68% $16.2M	201.4K shares	Q4 2024 Held for 11 months	$128.1M
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth	Tyson Paul Thacker Founder	12.31% $49.9M	618.2K shares	Q2 2025 Held for 5 months	$405.0M

Hedge Fund Spotlight

Discover hedge funds investing in SPTM

Quent Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Albert Jollie

Portfolio Value: $1.2B
Positions: 1,433
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Portfolio S&P 1500 Composite Stock Market ETF

Market Value: $2.7M
Shares Held: 33.1K
Portfolio Weight: 0.22%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$129.0M	10.81%
2 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	ETF ETF	$79.3M	6.64%
3 iShares MSCI EAFE Growth EFG	ETF ETF	$59.0M	4.94%