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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,951
shares
|
$1.92 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
24,900
shares
|
$1.92 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
24,820
shares
|
$1.91 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,434
shares
|
$1.88 Million
0.4% of portfolio
|
Q3 2023
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
24,180
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
23,854
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
23,455
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,238
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,194
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
23,166
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
23,111
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
23,021
shares
|
$1.77 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
22,982
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 87.04%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
22,205
shares
|
$1.71 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
22,121
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2025
Added 60.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
22,060
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,043
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 147.17%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
21,911
shares
|
$1.69 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
21,827
shares
|
$1.68 Million
0.37% of portfolio
|
Q2 2024
Added 29.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
21,770
shares
|
$1.68 Million
0.29% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,672
shares
|
$1.67 Million
0.55% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
21,575
shares
|
$1.66 Million
1.03% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,496
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
21,484
shares
|
$1.66 Million
0.31% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
21,419
shares
|
$1.65 Million
1.51% of portfolio
|
Q2 2025
New holding
|