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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,496
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
21,485
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
21,376
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2025
Added 108.75%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
21,315
shares
|
$1.75 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
21,237
shares
|
$1.74 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,091
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
20,982
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
20,947
shares
|
$1.72 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
20,934
shares
|
$1.72 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
20,795
shares
|
$1.71 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
20,755
shares
|
$1.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
20,623
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
20,521
shares
|
$1.69 Million
0.77% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
20,510
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 51.59%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
20,446
shares
|
$1.68 Million
0.19% of portfolio
|
Q2 2025
Added 84.43%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
20,343
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2025
Added 26.06%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
20,091
shares
|
$1.65 Million
1.64% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
20,056
shares
|
$1.65 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
20,049
shares
|
$1.65 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
19,734
shares
|
$1.62 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
19,448
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,228
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2020
Added 4.84%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
19,177
shares
|
$1.57 Million
0.88% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
18,970
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
18,923
shares
|
$1.55 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.6%
|