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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
30,600
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
30,270
shares
|
$2.49 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
30,240
shares
|
$2.48 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
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
30,050
shares
|
$2.47 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
29,871
shares
|
$2.45 Million
1.77% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
29,621
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$2.41 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
28,982
shares
|
$2.38 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
28,620
shares
|
$2.35 Million
1.18% of portfolio
|
Q1 2022
Reduced 61.56%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
27,592
shares
|
$2.27 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
27,463
shares
|
$2.26 Million
0.77% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
27,259
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
27,187
shares
|
$2.23 Million
0.16% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
26,863
shares
|
$2.21 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
26,815
shares
|
$2.2 Million
1.81% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,665
shares
|
$2.19 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,639
shares
|
$2.19 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26,600
shares
|
$2.18 Million
0.34% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
26,460
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,335
shares
|
$2.16 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
26,199
shares
|
$2.15 Million
0.76% of portfolio
|
Q3 2025
Added 27.12%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
25,474
shares
|
$2.09 Million
0.61% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
25,100
shares
|
$2.06 Million
0.53% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,026
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Added 0.83%
|