SPTM
ETF

State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

ST STR PR SP1500 As of Jun 30, 2026 CUSIP 78464A805
Institutional Holders
783
Total Held Value
$9.03B
Total Exact Shares
98.99M
Largest Holder
LPL Financial
8.30M shares • $753.6M
Reported Holders783
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 LPL Financial $753.6M 0.2% -2.4% 8.30M Jun 30, 2026
2 Assetmark
Filing dated Sep 30, 2026
 $732.9M 1.2% +44.6% 7.96M Sep 30, 2026
3 Creative Planning $385.4M 0.2% +2.9% 4.24M Jun 30, 2026
4 Valmark Advisers $268.9M 2.9% +0.7% 2.96M Jun 30, 2026
5 Tidal Investments $266.8M 0.5% +1.5% 2.94M Jun 30, 2026
6 Private Advisor Group $238.8M 1.1% -15.0% 2.63M Jun 30, 2026
7 Wealthcare Advisory Partners
Filing dated Sep 30, 2026
 $226.3M 3.8% -2.0% 2.46M Sep 30, 2026
8 Professional Financial Advisors
Filing dated Sep 30, 2026
 $173.2M 29.5% -16.2% 1.88M Sep 30, 2026
9 Hughes Financial Services $157.1M 20.8% +3.5% 1.73M Jun 30, 2026
10 Morgan Stanley $142.4M <0.1% +2.5% 1.57M Jun 30, 2026
11 Osaic Holdings $139.9M 0.2% +7.2% 1.54M Jun 30, 2026
12 Ameriprise Financial $135.9M <0.1% +17.5% 1.50M Jun 30, 2026
13 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $134.2M 0.2% +0.4% 1.44M Sep 30, 2026
14 Syntegra Private Wealth Group
Filing dated Sep 30, 2026
 $122.9M 9.4% -1.9% 1.34M Sep 30, 2026
15 Keener Financial Planning $103.8M 37.1% +5.2% 1.14M Jun 30, 2026
16 Modern Wealth Management $102.5M 1.2% -18.5% 1.13M Jun 30, 2026
17 Blueprint Investment Partners
Filing dated Sep 30, 2026
 $99.6M 8.0% +23.1% 1.08M Sep 30, 2026
18 Allworth Financial $95.1M 0.4% -2.3% 1.05M Jun 30, 2026
19 Wells Fargo $93.6M <0.1% +0.5% 1.03M Jun 30, 2026
20 ARS Wealth Advisors Group
Filing dated Sep 30, 2026
 $93.4M 6.8% -0.4% 1.01M Sep 30, 2026
Exited in Latest Filing29
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.