SPTM Institutional Ownership
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
1W: -0.2%
1M: +0.3%
3M: +1.9%
YTD: +12.5%
1Y: +14.9%
3Y: +82.7%
5Y: +80.2%
$93.02
+0.73 (+0.79%)
Weekly Expected Move ±1.5%
$90
$92
$93
$94
$96
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPTM
810
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
75
New Positions
259
Increased
321
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (850 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8,300,927 | $772M | -200,872 | -2.4% | 54Q | SEC ↗ |
| 2 | ASSETMARK, INC | 5,507,994 | $512M | +71,780 | +1.3% | 12Q | SEC ↗ |
| 3 | Creative Planning | 4,244,480 | $395M | +118,053 | +2.9% | 44Q | SEC ↗ |
| 4 | CWM, LLC | 3,349,506 | $312M | +83,169 | +2.5% | 18Q | SEC ↗ |
| 5 | Valmark Advisers, Inc. | 2,961,564 | $275M | +21,729 | +0.7% | 26Q | SEC ↗ |
| 6 | Tidal Investments LLC | 2,938,215 | $273M | +43,060 | +1.5% | 3Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 2,629,977 | $245M | -463,230 | -15.0% | 31Q | SEC ↗ |
| 8 | Wealthcare Advisory Partners LLC | 2,508,062 | $233M | -78,765 | -3.0% | 33Q | SEC ↗ |
| 9 | Professional Financial Advisors, LLC | 2,244,068 | $209M | +711,325 | +46.4% | 27Q | SEC ↗ |
| 10 | Hughes Financial Services, LLC | 1,730,399 | $161M | +58,458 | +3.5% | 7Q | SEC ↗ |
| 11 | MORGAN STANLEY | 1,568,833 | $146M | +38,096 | +2.5% | 60Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 1,540,424 | $143M | +102,974 | +7.2% | 26Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 1,498,663 | $139M | +223,082 | +17.5% | 16Q | SEC ↗ |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,430,952 | $133M | +25,823 | +1.8% | 34Q | SEC ↗ |
| 15 | Syntegra Private Wealth Group, LLC | 1,360,734 | $127M | -51,713 | -3.7% | 15Q | SEC ↗ |
| 16 | Keener Financial Planning LLC | 1,143,398 | $106M | +56,706 | +5.2% | 11Q | SEC ↗ |
| 17 | Modern Wealth Management, LLC | 1,129,081 | $105M | -256,754 | -18.5% | 11Q | SEC ↗ |
| 18 | Allworth Financial LP | 1,047,443 | $97M | -24,140 | -2.3% | 34Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 1,030,968 | $96M | +4,819 | +0.5% | 76Q | SEC ↗ |
| 20 | ARS Wealth Advisors Group, LLC | 1,018,751 | $95M | -13,341 | -1.3% | 20Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 999,405 | $93M | -11,706 | -1.2% | 31Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 913,019 | $85M | -60,365 | -6.2% | 15Q | SEC ↗ |
| 23 | Rockbridge Investment Management, LCC | 904,261 | $84M | -29,580 | -3.2% | 25Q | SEC ↗ |
| 24 | Blueprint Investment Partners LLC | 879,321 | $82M | +121,475 | +16.0% | 27Q | SEC ↗ |
| 25 | VOISARD ASSET MANAGEMENT GROUP, INC. | 868,980 | $81M | +28,697 | +3.4% | 8Q | SEC ↗ |
| 26 | Wealthquest Corp | 866,474 | $81M | +5,472 | +0.6% | 16Q | SEC ↗ |
| 27 | Rosenberg Matthew Hamilton | 858,575 | $80M | +33,072 | +4.0% | 26Q | SEC ↗ |
| 28 | B.O.S.S. Retirement Advisors, LLC | 796,314 | $74M | +88,787 | +12.5% | 5Q | SEC ↗ |
| 29 | Financial Strategies Group, Inc. | 779,808 | $73M | +3,192 | +0.4% | 27Q | SEC ↗ |
| 30 | Baltimore-Washington Financial Advisor | 766,306 | $71M | +15,372 | +2.0% | 16Q | SEC ↗ |
| 31 | Shepherd Financial Partners LLC | 765,384 | $71M | +18,736 | +2.5% | 39Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 752,931 | $70M | +3,008 | +0.4% | 34Q | SEC ↗ |
| 33 | Cerity Partners LLC | 733,767 | $68M | -9,225 | -1.2% | 18Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 689,429 | $64M | +50,559 | +7.9% | 6Q | SEC ↗ |
| 35 | Weitzel Financial Services, Inc. | 684,063 | $64M | +5,242 | +0.8% | 23Q | SEC ↗ |
| 36 | Advisors Capital Management, LLC | 679,939 | $63M | +30,684 | +4.7% | 23Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 632,610 | $59M | -119,395 | -15.9% | 7Q | SEC ↗ |
| 38 | Legacy Private Trust Co. | 626,685 | $58M | -259,295 | -29.3% | 13Q | SEC ↗ |
| 39 | CVFG LLC | 616,164 | $57M | +32,011 | +5.5% | 2Q | SEC ↗ |
| 40 | Winch Advisory Services, LLC | 597,158 | $56M | +1,342 | +0.2% | 35Q | SEC ↗ |
| 41 | Stratos Wealth Partners, LTD. | 586,138 | $55M | +23,590 | +4.2% | 25Q | SEC ↗ |
| 42 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 565,479 | $53M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Symphony Financial, Ltd. Co. | 495,226 | $46M | +13,947 | +2.9% | 20Q | SEC ↗ |
| 44 | Kingsview Wealth Management, LLC | 491,233 | $46M | +28,768 | +6.2% | 9Q | SEC ↗ |
| 45 | Wealthspire Advisors, LLC NEW | 483,994 | $45M | — | +0.0% | 1Q | SEC ↗ |
| 46 | GM Advisory Group, LLC | 482,264 | $45M | +4,438 | +0.9% | 14Q | SEC ↗ |
| 47 | Geneos Wealth Management Inc. | 476,001 | $44M | +10,519 | +2.3% | 36Q | SEC ↗ |
| 48 | Blueprint Financial Advisors LLC | 473,446 | $44M | +58,892 | +14.2% | 6Q | SEC ↗ |
| 49 | N.E.W. Advisory Services LLC | 472,621 | $44M | +16,485 | +3.6% | 25Q | SEC ↗ |
| 50 | Aquire Wealth Advisors, LLC | 466,911 | $43M | -19,078 | -3.9% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 565,479 | $53M |
| Wealthspire Advisors, LLC | 483,994 | $45M |
| Global Retirement Partners, LLC | 144,332 | $13M |
| R2 Capital Strategies, LLC | 129,416 | $12M |
| Financial Management Professionals, | 123,385 | $11M |
| MILLINGTON SECURITIES, LLC | 55,114 | $5M |
| Noble Wealth Partners LLC | 52,480 | $5M |
| FIDUCIARY FINANCIAL ADVISORS | 42,165 | $4M |
| FLOW TRADERS U.S. LLC | 42,017 | $4M |
| Fort Point Capital Partners LLC | 33,760 | $3M |
| Financial Gravity Companies, Inc. | 32,222 | $3M |
| CITADEL ADVISORS LLC | 32,113 | $3M |
| Ethic Inc. | 23,889 | $2M |
| Strategic Financial Planning, Inc. | 21,240 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,262 | $2M |
| HMV Wealth Advisors, LLC | 18,425 | $2M |
| Ballentine Partners, LLC | 16,992 | $2M |
| Coppell Advisory Solutions LLC | 15,573 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 10,600 | $986K |
| DLK Investment Management, LLC | 9,962 | $927K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RMG Wealth Management LLC | 2,921,428 | $272M |
| Independent Advisor Alliance | 903,126 | $84M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 494,999 | $46M |
| IEQ CAPITAL, LLC | 80,225 | $7M |
| Black Diamond Financial, LLC | 78,155 | $7M |
| TrueWealth Financial Partners | 76,540 | $7M |
| Financial Sense Advisors, Inc. | 31,038 | $3M |
| Orca Investment Management, LLC | 27,624 | $3M |
| FIRST TRUST ADVISORS LP | 24,164 | $2M |
| FORESIGHT CAPITAL MANAGEMENT ADVISO | 18,972 | $2M |
| M Holdings Securities, Inc. | 10,079 | $938K |
| Legacy Capital Wealth Partners, LLC | 9,997 | $930K |
| TIAA TRUST, NATIONAL ASSOCIATION | 8,988 | $836K |
| Stirlingshire Investments, Inc. | 7,738 | $720K |
| TWO SIGMA SECURITIES, LLC | 6,217 | $578K |
| CONGRESS ASSET MANAGEMENT CO | 6,213 | $578K |
| GTS SECURITIES LLC | 5,840 | $543K |
| Pacific Excel Wealth Advisors, Inc. | 5,619 | $523K |
| Empowered Funds, LLC | 4,796 | $446K |
| Wedmont Private Capital | 4,676 | $435K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Professional Financial Advisors, LL | +711,325 | +46.4% | 2,244,068 |
| AMERIPRISE FINANCIAL INC | +223,082 | +17.5% | 1,498,663 |
| Blueprint Investment Partners LLC | +121,475 | +16.0% | 879,321 |
| Creative Planning | +118,053 | +2.9% | 4,244,480 |
| OSAIC HOLDINGS, INC. | +102,974 | +7.2% | 1,540,424 |
| Western Wealth Management, LLC | +99,190 | +77.5% | 227,132 |
| B.O.S.S. Retirement Advisors, LLC | +88,787 | +12.5% | 796,314 |
| CWM, LLC | +83,169 | +2.5% | 3,349,506 |
| Savant Capital, LLC | +79,034 | +100.8% | 157,428 |
| ASSETMARK, INC | +71,780 | +1.3% | 5,507,994 |
| Orion Porfolio Solutions, LLC | +61,496 | +1325.1% | 66,137 |
| Blueprint Financial Advisors LLC | +58,892 | +14.2% | 473,446 |
| Hughes Financial Services, LLC | +58,458 | +3.5% | 1,730,399 |
| Keener Financial Planning LLC | +56,706 | +5.2% | 1,143,398 |
| SEEDS INVESTOR LLC | +53,831 | +215.6% | 78,802 |
| AQR CAPITAL MANAGEMENT LLC | +50,559 | +7.9% | 689,429 |
| Tidal Investments LLC | +43,060 | +1.5% | 2,938,215 |
| JONES FINANCIAL COMPANIES LLLP | +43,029 | +55.5% | 120,501 |
| CABOT WEALTH MANAGEMENT INC | +42,559 | +33.0% | 171,433 |
| MORGAN STANLEY | +38,096 | +2.5% | 1,568,833 |