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 |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
11,845
shares
|
$913,249
1.28% of portfolio
|
Q2 2025
Added 63.29%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
11,809
shares
|
$910,473
0.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,804
shares
|
$910,088
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,777
shares
|
$908,006
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,645
shares
|
$897,829
0.23% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
11,592
shares
|
$893,743
0.18% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
11,536
shares
|
$889,425
0.19% of portfolio
|
Q2 2025
Reduced 41.01%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
11,156
shares
|
$860,127
0.07% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,095
shares
|
$855,424
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,023
shares
|
$849,873
0.39% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
10,879
shares
|
$838,770
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
10,525
shares
|
$811,477
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Aug 12, 2025 Q2 2025 |
10,500
shares
|
$809,549
0.58% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
10,446
shares
|
$805,386
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,381
shares
|
$800,375
0.15% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
10,376
shares
|
$799,989
0.12% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
10,355
shares
|
$798,370
0.03% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,348
shares
|
$797,830
0.06% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
10,269
shares
|
$791,739
0.09% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,257
shares
|
$790,814
0.04% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
10,187
shares
|
$785,417
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,148
shares
|
$782,410
0.0% of portfolio
|
Q2 2025
Added 134.04%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
10,142
shares
|
$781,948
0.24% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
10,111
shares
|
$779,558
0.08% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
10,093
shares
|
$778,170
0.07% of portfolio
|
Q1 2025
Added 4.84%
|