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 743 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $7.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,123,840
shares
|
$649 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,127,476
shares
|
$250 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,970,972
shares
|
$237 Million
0.19% of portfolio
|
Q2 2025
Added 63.89%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,879,644
shares
|
$230 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,818,606
shares
|
$225 Million
2.99% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,603,310
shares
|
$208 Million
4.66% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,397,566
shares
|
$192 Million
1.21% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,973,730
shares
|
$158 Million
0.26% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,916,040
shares
|
$153 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,624,615
shares
|
$130 Million
28.25% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,611,509
shares
|
$129 Million
0.23% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,610,303
shares
|
$129 Million
21.19% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,598,745
shares
|
$128 Million
3.17% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,507,600
shares
|
$121 Million
11.46% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,374,427
shares
|
$110 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,321,692
shares
|
$106 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,151,682
shares
|
$92.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,105,765
shares
|
$88.4 Million
7.94% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
1,015,987
shares
|
$81.2 Million
8.35% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
988,681
shares
|
$79 Million
7.94% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
968,454
shares
|
$77.4 Million
36.16% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
921,565
shares
|
$73.7 Million
0.34% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
920,073
shares
|
$73.6 Million
14.14% of portfolio
|
Q2 2025
Added 46.45%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
897,926
shares
|
$71.8 Million
4.39% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
856,384
shares
|
$68.5 Million
0.0% of portfolio
|
Q2 2025
Added 7.37%
|