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 |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
14,791
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
14,549
shares
|
$1.12 Million
0.7% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
14,546
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
14,486
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2023
Reduced 55.81%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
14,360
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
14,314
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
14,300
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 88.16%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
14,196
shares
|
$1.09 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
14,062
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.76%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
13,956
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
13,572
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
13,538
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
13,488
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
13,290
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
13,154
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
12,825
shares
|
$988,807
0.18% of portfolio
|
Q1 2024
Added 24.03%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
12,712
shares
|
$980,095
0.3% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
12,562
shares
|
$968,530
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
12,509
shares
|
$964,443
0.35% of portfolio
|
Q2 2025
Added 77.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
12,454
shares
|
$960,203
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
12,330
shares
|
$950,642
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
12,306
shares
|
$948,792
0.39% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,286
shares
|
$947,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
12,252
shares
|
$944,629
0.25% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
11,995
shares
|
$924,814
0.17% of portfolio
|
Q2 2025
New holding
|