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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
29,625
shares
|
$2.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
29,557
shares
|
$2.28 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$2.26 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
29,332
shares
|
$2.26 Million
1.74% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
29,101
shares
|
$2.24 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
28,620
shares
|
$2.21 Million
1.18% of portfolio
|
Q1 2022
Reduced 61.56%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
28,387
shares
|
$2.19 Million
0.39% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
28,059
shares
|
$2.16 Million
0.15% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
27,463
shares
|
$2.12 Million
0.77% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
27,441
shares
|
$2.12 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
27,259
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
27,133
shares
|
$2.09 Million
0.75% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
26,962
shares
|
$2.08 Million
0.16% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,665
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,639
shares
|
$2.05 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26,600
shares
|
$2.05 Million
0.34% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
26,460
shares
|
$2.04 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
26,426
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,335
shares
|
$2.03 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
26,203
shares
|
$2.02 Million
0.37% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
25,622
shares
|
$1.98 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
25,076
shares
|
$1.93 Million
0.54% of portfolio
|
Q2 2025
Added 451.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,026
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24,981
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 42.97%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
24,974
shares
|
$1.93 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.46%
|