SPTM · Insider trading · 13F holders · Congress trades
SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)
Who is buying and selling SPTM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 254
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
SPTM at a glance
- No open-market insider purchases or sales of SPTM were filed in the last 90 days.
- 254 13F filers hold SPTM among their 50 largest positions, worth $6.0B combined. The biggest bets by portfolio weight are Keener Financial Planning LLC (37.1%), Professional Financial Advisors, LLC (29.5%) and B.O.S.S. Retirement Advisors, LLC (22.2%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
- Members of Congress have disclosed 1 SPTM trade since 2020, 0 purchases and 1 sale in the past year; the latest was Joe Courtney (D-CT), selling $1K–15K on Oct 16, 2020.
- SPTM last closed at $91.98 on Oct 30, 2026.
SPTM insider trading
No open-market insider purchases or sales of SPTM were filed in the last 90 days.
Who owns SPTM? Hedge funds and superinvestors
254 13F filers hold SPTM among their 50 largest positions, worth $6.0B combined. The biggest bets by portfolio weight are Keener Financial Planning LLC (37.1%), Professional Financial Advisors, LLC (29.5%) and B.O.S.S. Retirement Advisors, LLC (22.2%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Assetmark, IncWealth manager | 1.2% | $732.9M | 7,961,928 | +44.6% shares | Q3 2026 |
| Valmark Advisers, Inc.Wealth manager | 2.9% | $268.9M | 2,961,564 | +0.7% shares | Q2 2026 |
| Tidal Investments LLCMutual fund manager | 0.6% | $266.8M | 2,938,215 | +1.5% shares | Q2 2026 |
| Cwm, LLCWealth manager | 0.7% | $264.8M | 3,349,506 | +2.5% shares | Q1 2026 |
| Private Advisor Group, LLCWealth manager | 1.1% | $238.8M | 2,629,977 | -15.0% shares | Q2 2026 |
| Wealthcare Advisory Partners LLCWealth manager | 3.8% | $226.3M | 2,458,194 | -2.0% shares | Q3 2026 |
| Professional Financial Advisors, LLCWealth manager | 29.5% | $173.2M | 1,881,168 | -16.2% shares | Q3 2026 |
| Hughes Financial Services, LLCWealth manager | 20.8% | $157.1M | 1,730,399 | +3.5% shares | Q2 2026 |
| Syntegra Private Wealth Group, LLCWealth manager | 9.4% | $122.9M | 1,335,225 | -1.9% shares | Q3 2026 |
| Keener Financial Planning LLCWealth manager | 37.1% | $103.8M | 1,143,398 | +5.2% shares | Q2 2026 |
| Modern Wealth Management, LLCWealth manager | 1.2% | $102.5M | 1,129,081 | -18.5% shares | Q2 2026 |
| Blueprint Investment Partners LLCInstitutional asset manager | 8.0% | $99.6M | 1,082,347 | +23.1% shares | Q3 2026 |
| Allworth Financial LPInvestment manager | 0.4% | $95.1M | 1,047,443 | -2.3% shares | Q2 2026 |
| ARS Wealth Advisors Group, LLCWealth manager | 6.8% | $93.4M | 1,014,692 | -0.4% shares | Q3 2026 |
| Rosenberg Matthew HamiltonInvestment manager | 14.8% | $82.6M | 897,808 | +4.6% shares | Q3 2026 |
| Rockbridge Investment Management, LCCAsset manager | 6.7% | $82.1M | 904,261 | -3.2% shares | Q2 2026 |
| Voisard Asset Management Group, Inc.Wealth manager | 14.9% | $80.5M | 873,991 | +0.6% shares | Q3 2026 |
| Wealthquest CorpWealth manager | 5.0% | $78.7M | 866,474 | +3.0% shares | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLCWealth manager | 22.2% | $77.0M | 836,900 | +5.1% shares | Q3 2026 |
| Financial Strategies Group, Inc.Wealth manager | 11.3% | $70.9M | 779,808 | +0.4% shares | Q2 2026 |
| Baltimore-Washington Financial Advisors, Inc.Wealth manager | 2.6% | $69.6M | 766,306 | +2.0% shares | Q2 2026 |
| Shepherd Financial Partners LLCWealth manager | 5.7% | $69.5M | 765,384 | +2.5% shares | Q2 2026 |
| Weitzel Financial Services, Inc.Wealth manager | 21.6% | $64.2M | 690,842 | +1.0% shares | Q3 2026 |
| Advisors Capital Management, LLCWealth manager | 0.7% | $61.7M | 679,939 | +4.7% shares | Q2 2026 |
| Legacy Private Trust Co.Bank & trust | 3.1% | $56.5M | 613,626 | -2.1% shares | Q3 2026 |
| Cvfg LLCWealth manager | 5.9% | $55.9M | 616,164 | +5.5% shares | Q2 2026 |
| Winch Advisory Services, LLCWealth manager | 11.3% | $54.2M | 597,158 | +0.2% shares | Q2 2026 |
| Stratos Wealth Partners, LTD.Wealth manager | 0.5% | $53.2M | 586,138 | +4.2% shares | Q2 2026 |
| Blueprint Financial Advisors LLCWealth manager | 5.1% | $47.9M | 520,715 | +10.0% shares | Q3 2026 |
| Symphony Financial, Ltd. Co.Wealth manager | 4.1% | $45.7M | 493,328 | -0.4% shares | Q3 2026 |
The 30 largest of 254 positions, by value. Each manager counts with its latest 13F (Q3 2026: 124, Q2 2026: 125, Q1 2026: 5). Screen SPTM in the grand portfolio →
SPTM stock trades by members of Congress
Members of Congress have disclosed 1 SPTM trade since 2020, 0 purchases and 1 sale in the past year; the latest was Joe Courtney (D-CT), selling $1K–15K on Oct 16, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Nov 16, 2020 | Joe CourtneyD-CT · House | Sale | $1K–15K | Oct 16, 2020 | +116.4% |
SPTM questions and answers
Are insiders buying SPTM stock?
No open-market insider purchases or sales of SPTM were filed in the last 90 days.
Which hedge funds own SPTM?
254 13F filers hold SPTM among their 50 largest positions, worth $6.0B combined. The biggest bets by portfolio weight are Keener Financial Planning LLC (37.1%), Professional Financial Advisors, LLC (29.5%) and B.O.S.S. Retirement Advisors, LLC (22.2%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
Has Congress traded SPTM?
Members of Congress have disclosed 1 SPTM trade since 2020, 0 purchases and 1 sale in the past year; the latest was Joe Courtney (D-CT), selling $1K–15K on Oct 16, 2020.
Who is the largest holder of SPTM?
Among 13F filers, Assetmark, Inc reports the largest SPTM position, $732.9M (7,961,928 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Keener Financial Planning LLC's: 37.1% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.