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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,738
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
18,376
shares
|
$1.51 Million
0.58% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,017
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2023
Added 26.2%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
17,970
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
17,861
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
17,748
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
17,655
shares
|
$1.45 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
17,621
shares
|
$1.45 Million
0.36% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
17,444
shares
|
$1.43 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,287
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
17,137
shares
|
$1.41 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
16,870
shares
|
$1.39 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
16,869
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2020
Reduced 56.53%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
16,831
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
16,804
shares
|
$1.38 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,767
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,754
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 73.19%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
16,726
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 98.6%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
16,715
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.01%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
16,637
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
16,508
shares
|
$1.36 Million
0.87% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
16,324
shares
|
$1.34 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
16,321
shares
|
$1.34 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
16,205
shares
|
$1.33 Million
0.49% of portfolio
|
Q2 2025
Reduced 75.21%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
16,185
shares
|
$1.33 Million
0.4% of portfolio
|
Q2 2025
Added 0.32%
|