§ EQUITY
USDSPTM
SS SPDR P S&P 1500 COMP ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
337 increased/new, 290 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 8.5M | 0.2% | +2% |
| ASSETMARK, INC | 5.4M | 0.9% | +98% |
| Creative Planning | 4.1M | 0.2% | +29% |
| CWM, LLC | 3.3M | 0.7% | +3% |
| Private Advisor Group, LLC | 3.1M | 1.1% | −3% |
| Valmark Advisers, Inc. | 2.9M | 2.8% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for SPTM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER91.6% · 688 holders
DEALER / BANK5.7% · 29 holders
QUALITY / COMPOUNDER1.4% · 8 holders
INCOME / DEFENSIVE1.1% · 7 holders
SYSTEMATIC / QUANT0.1% · 2 holders
TACTICAL / MACRO0.0% · 2 holders
PASSIVE / INDEX0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPTM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPTM yet.