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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
21,376
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2025
Added 108.75%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
21,237
shares
|
$1.64 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,091
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
20,894
shares
|
$1.61 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
20,623
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
20,609
shares
|
$1.59 Million
0.59% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
20,534
shares
|
$1.58 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
20,521
shares
|
$1.58 Million
0.77% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
20,510
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 51.59%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
20,446
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2025
Added 84.43%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
20,188
shares
|
$1.56 Million
0.26% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
20,067
shares
|
$1.55 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
20,049
shares
|
$1.55 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
19,734
shares
|
$1.52 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,691
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
19,630
shares
|
$1.51 Million
0.4% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
19,556
shares
|
$1.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
19,450
shares
|
$1.5 Million
1.04% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,228
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2020
Added 4.84%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
19,214
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 42.29%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
19,177
shares
|
$1.48 Million
0.88% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
19,064
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
18,957
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,738
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
18,702
shares
|
$1.44 Million
0.36% of portfolio
|
Q2 2025
Added 2.91%
|