Institutional Ownership Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM). We have compiled data on the 711 institutions that hold shares in the stock, with a total of 93.9 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
8,170,141
shares
|
$631 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,235,496
shares
|
$250 Million
1.64% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,205,861
shares
|
$248 Million
0.85% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,021,322
shares
|
$233 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,741,138
shares
|
$212 Million
2.9% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,603,310
shares
|
$201 Million
4.66% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,384,736
shares
|
$184 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,962,221
shares
|
$152 Million
0.26% of portfolio
|
Q2 2025
Added 24.33%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,812,788
shares
|
$140 Million
0.12% of portfolio
|
Q1 2025
Added 448.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,694,483
shares
|
$131 Million
3.79% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,588,150
shares
|
$123 Million
12.63% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,579,615
shares
|
$122 Million
28.06% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,483,749
shares
|
$115 Million
2.86% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,481,754
shares
|
$114 Million
19.77% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,476,265
shares
|
$114 Million
0.01% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,425,130
shares
|
$110 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,168,745
shares
|
$90.3 Million
0.19% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,149,403
shares
|
$88.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
1,108,787
shares
|
$85.6 Million
5.47% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,085,420
shares
|
$83.8 Million
7.87% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,016,466
shares
|
$78.5 Million
9.07% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
973,696
shares
|
$75.2 Million
7.84% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
968,454
shares
|
$74.8 Million
36.16% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
885,048
shares
|
$68.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
825,971
shares
|
$63.8 Million
12.91% of portfolio
|
Q2 2022
Added 0.21%
|