Explore more topics
Public ownership evidence

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) Ownership Disclosures

Read SPTM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-2855,443$5,030,809None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,419$128,831None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,419$112,186None
AFFINITY WEALTH LLC2025-12-312026-08-277$578None
AFFINITY WEALTH LLC2025-09-302026-08-277$565None
AFFINITY WEALTH LLC2025-06-302026-08-2779$5,916None
Principia Wealth Advisory, LLC2026-06-302026-08-2761,110$5,548,185None
Principia Wealth Advisory, LLC2026-03-312026-08-2762,888$4,971,956None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-204,800$435,792None
Kingsview Wealth Management, LLC2026-06-302026-08-20491,233$44,599,039None
Archer Investment Corp2026-06-302026-08-201,525$138,455None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2032,342$2,936,337None
Sankala Group LLC2026-06-302026-08-191,884$175,645None
Beacon Pointe Advisors, LLC2026-06-302026-08-1967,817$6,157,103None
Copia Wealth Management2026-06-302026-08-192,005$182,034None
Capasso Planning Partners LLC2026-06-302026-08-19210,645$19,124,443None
Orion Capital Management LLC2026-06-302026-08-1980$7,263None
Glenview Trust Co2026-06-302026-08-1917,293$1,570,031None
Strive Financial Group ,LLC2026-06-302026-08-187,607$690,640None
WNY Asset Management, LLC2026-06-302026-08-189,788$888,648None
Comprehensive Money Management Services LLC2026-06-302026-08-1815,355$1,394,080None
Corient Private Wealth LP2026-06-302026-08-1866,798$6,061,729None
FSA Advisors, Inc.2026-06-302026-08-182,680$243,302None
Redwood Investment Management, LLC2026-06-302026-08-182,295$208,000None
Blue Edge Capital, LLC2026-06-302026-08-1816,679$1,514,316None
Pure Financial Advisors, LLC2026-06-302026-08-18200,381$18,192,634None
Transamerica Financial Advisors, LLC2026-06-302026-08-18275$24,967None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1894,316$8,568,691None
Equitable Holdings, Inc.2026-06-302026-08-18448,617$40,729,952None
Proficio Capital Partners LLC2026-06-302026-08-1816,726$1,518,554None
Thompson David Blair2024-12-312026-08-1515,311$1,093,692None
Thompson David Blair2026-06-302026-08-154,197$381,046None
Thompson David Blair2025-12-312026-08-156,670$550,275None
Thompson David Blair2026-03-312026-08-154,192$331,420None
Financial Plan, Inc.2026-06-302026-08-1513,842$1,256,741None
Sequent Planning LLC2026-06-302026-08-1531,671$2,875,411None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,945$176,587None
Blueprint Financial Advisors LLC2026-06-302026-08-15473,446$42,984,122None
Synergy Investment Management, LLC2026-06-302026-08-154,397$399,236None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1528,262$2,565,893None
Bawa N Mallick Trust2026-06-302026-08-1533,400$3,032,386None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15128$11,621None
JPL Wealth Management, LLC2026-06-302026-08-15471$42,763None
Modern Wealth Management, LLC2026-06-302026-08-151,128,897$102,492,518None
Modern Wealth Management, LLC2026-06-302026-08-151$69None
Modern Wealth Management, LLC2026-06-302026-08-15183$16,615None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15213$19,338None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-152,300$207,345None
Mutual Advisors, LLC2026-06-302026-08-1582,206$7,463,520None
Advyzon Investment Management, LLC2026-06-302026-08-1516,171$1,468,208None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Wilson & Boucher Capital Management, LLC ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.