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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
39,351
shares
|
$3.15 Million
0.77% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
38,727
shares
|
$3.1 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
37,153
shares
|
$2.97 Million
0.12% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
36,138
shares
|
$2.89 Million
0.69% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
35,951
shares
|
$2.87 Million
1.38% of portfolio
|
Q2 2023
Reduced 7.31%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
35,886
shares
|
$2.87 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
35,205
shares
|
$2.81 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
34,930
shares
|
$2.79 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
34,856
shares
|
$2.79 Million
0.62% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
33,433
shares
|
$2.67 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
33,140
shares
|
$2.65 Million
0.24% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
33,050
shares
|
$2.64 Million
0.17% of portfolio
|
Q2 2025
Added 359.28%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
32,741
shares
|
$2.62 Million
0.42% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
32,470
shares
|
$2.6 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.57 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.55 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
|
$2.54 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
|
$2.53 Million
0.17% of portfolio
|
Q2 2025
Added 79.1%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
31,434
shares
|
$2.51 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
31,197
shares
|
$2.49 Million
1.89% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,745
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30,717
shares
|
$2.46 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
30,634
shares
|
$2.45 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
|
$2.45 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
30,605
shares
|
$2.45 Million
0.39% of portfolio
|
Q3 2025
Added 1.14%
|