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 746 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 $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
15,979
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
15,839
shares
|
$1.3 Million
1.26% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
15,657
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
15,467
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
15,441
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
15,162
shares
|
$1.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
15,120
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
15,027
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
14,919
shares
|
$1.23 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
14,750
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
14,546
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
14,486
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2023
Reduced 55.81%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
14,467
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
14,360
shares
|
$1.18 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
14,300
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 88.16%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
14,196
shares
|
$1.17 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
14,062
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.76%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
13,956
shares
|
$1.15 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
13,940
shares
|
$1.14 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
13,572
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
13,483
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
13,404
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,192
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 73.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
13,183
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
13,154
shares
|
$1.08 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.85%
|