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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,017
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2023
Added 26.2%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
17,861
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
17,655
shares
|
$1.36 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
17,621
shares
|
$1.36 Million
0.36% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,287
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
17,137
shares
|
$1.32 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
16,915
shares
|
$1.3 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
16,878
shares
|
$1.3 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
16,869
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2020
Reduced 56.53%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
16,831
shares
|
$1.3 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,767
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
16,726
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 98.6%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
16,637
shares
|
$1.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
16,436
shares
|
$1.27 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
16,334
shares
|
$1.26 Million
0.77% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
16,205
shares
|
$1.25 Million
0.49% of portfolio
|
Q2 2025
Reduced 75.21%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
16,185
shares
|
$1.25 Million
0.4% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
16,137
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
15,979
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
15,693
shares
|
$1.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
15,441
shares
|
$1.19 Million
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
15,206
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
15,112
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
15,080
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 78.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
14,919
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.44%
|