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Who Owns State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF.

Who crossed 5% of SPTM →
Managers holding
45
as of 2026-09-30
Reported value
$310.3M
summed across filings
Shares held
3.4M
Added vs trimmed
12 / 18
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Rosenberg Matthew HamiltonETF897.8K shadded$82.6M
Legacy Private Trust Co.ST STR PR SP1500613.6K shtrimmed$56.5M
Boston Standard Wealth Management, LLCST STR PR SP1500349.3K shadded$32.2M
RVW Wealth, LLCPORTFOLI S&P1500297.6K shtrimmed$27.4M
SigFig Wealth Management, LLCST STR PR SP1500271.8K shtrimmed$25M
Farther Finance Advisors, LLCETF150.1K shtrimmed$13.8M
ECLECTIC ASSOCIATES INC /ADVST STR PR SP1500143K shadded$13.2M
Investors Research CorpST STR PR SP1500127.2K shtrimmed$11.7M
Balefire, LLCST STR PR SP1500113.3K shtrimmed$10.4M
INTEGRATED CAPITAL MANAGEMENT, INC.ST STR PR SP150070.1K shtrimmed$6.5M
Apeiron RIA LLCST STR PR SP150068.9K shadded$6.4M
Decker Wealth Management LLCST STR PR SP150023.7K shadded$2.2M
COLTON GROOME FINANCIAL ADVISORS, LLCST STR PR SP150019.5K shtrimmed$1.8M
Peterson Wealth Advisors, LLCST STR PR SP150018.3K shtrimmed$1.7M
Galvin, Gaustad & Stein, LLCST STR PR SP150017.2K shadded$1.6M
TLWMST STR PR SP150015.5K shadded$1.4M
WALLER FINANCIAL PLANNING GROUP, INCST STR PR SP150014.9K shtrimmed$1.4M
GILPIN WEALTH MANAGEMENT, LLCST STR PR SP150014.5K shtrimmed$1.3M
Emprise BankEquities14.2K shtrimmed$1.3M
Friday FinancialST STR PR SP150014K shtrimmed$1.3M
Sunburst Financial Group, LLCST STR PR SP150013.1K shtrimmed$1.2M
Financial Enhancement Group LLCST STR PR SP150012.3K shtrimmed$1.2M
Cambridge Financial Group, LLCST STR PR SP15009.3K shheld$846.8K
CogentBlue Wealth Advisors, LLCST STR PR SP15008.6K shheld$789.3K
CoreCap Advisors, LLCETF8.1K shtrimmed$744.4K
Successful Portfolios LLCST STR PR SP15006.4K shadded$594.9K
Crumly & Associates Inc.ST STR PR SP15006.2K shheld$569.4K
Post Resch Tallon Group Inc.ST STR PR SP15006K shadded$548.3K
Partnership Wealth Management, LLCETF5.7K shadded$522.5K
Apella Capital, LLCST STR PR SP15005.5K sh—$520.4K
Attessa Capital LLCST STR PR SP15004.4K shheld$407.1K
Emergent Wealth Advisors, LLCST STR PR SP15003.7K shtrimmed$337.1K
McNaughton Wealth Management, LLCST STR PR SP15003.6K shadded$330.2K
Intelligence Driven Advisers, LLCST STR PR SP15003.5K shheld$325.9K
First Heartland Consultants, Inc.PORTFOLIO TL STK3.5K shtrimmed$321.5K
Buska Wealth Management, LLCST STR PR SP15003.3K shheld$301.7K
Venture Visionary Partners LLCST STR PR SP15003.2K shadded$298.9K
ATWOOD & PALMER INCCOM2.3K shheld$211.5K
Acropolis Investment Management, LLCST STR PR SP15002.2K shheld$204.9K
TOMPKINS FINANCIAL CORPST STR PR SP15001.4K shheld$128.7K
TOTH FINANCIAL ADVISORY CORPST STR PR SP1500976 shheld$89.8K
Wealth Enhancement Trust Services, Inc.ST STR PR SP1500915 shheld$84.2K
GAMMA Investing LLCETF502 shheld$46.2K
Aventus Investment Advisors, Inc.ETF331 shheld$30.5K
NORTH POINT PORTFOLIO MANAGERS CORP/OHST STR PR SP1500300 sh—$27.6K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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