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 721 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
35,951
shares
|
$2.77 Million
1.38% of portfolio
|
Q2 2023
Reduced 7.31%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
35,886
shares
|
$2.77 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
35,357
shares
|
$2.73 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
35,272
shares
|
$2.72 Million
0.67% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
35,205
shares
|
$2.71 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
34,856
shares
|
$2.69 Million
0.62% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
33,433
shares
|
$2.58 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
32,470
shares
|
$2.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.48 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.46 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.38%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
31,723
shares
|
$2.45 Million
0.21% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
31,619
shares
|
$2.44 Million
0.17% of portfolio
|
Q2 2025
Added 79.1%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
31,434
shares
|
$2.42 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
31,050
shares
|
$2.39 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,745
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30,717
shares
|
$2.37 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
30,634
shares
|
$2.36 Million
0.71% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
30,618
shares
|
$2.36 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
30,612
shares
|
$2.36 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
30,545
shares
|
$2.36 Million
1.84% of portfolio
|
Q2 2025
Reduced 37.79%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
30,474
shares
|
$2.35 Million
0.4% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
30,296
shares
|
$2.34 Million
0.92% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
30,260
shares
|
$2.33 Million
0.42% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
30,240
shares
|
$2.33 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
30,194
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
New holding
|