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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
12,712
shares
|
$1.04 Million
0.3% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
12,562
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
12,506
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
12,454
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
12,330
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
12,306
shares
|
$1.01 Million
0.39% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,286
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
12,188
shares
|
$1 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
11,995
shares
|
$985,029
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
11,935
shares
|
$980,102
0.25% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,804
shares
|
$969,344
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,777
shares
|
$967,127
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,645
shares
|
$956,287
0.23% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
11,592
shares
|
$951,935
0.18% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,584
shares
|
$951,278
0.04% of portfolio
|
Q3 2025
Added 22.7%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
11,536
shares
|
$947,336
0.19% of portfolio
|
Q2 2025
Reduced 41.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
11,460
shares
|
$941,095
0.08% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
11,451
shares
|
$940,356
0.11% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
11,190
shares
|
$918,922
0.16% of portfolio
|
Q3 2025
Added 228.06%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
11,156
shares
|
$916,130
0.07% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
11,095
shares
|
$911,121
0.01% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,933
shares
|
$897,817
0.03% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
10,879
shares
|
$893,383
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
10,525
shares
|
$864,313
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Oct 09, 2025 Q3 2025 |
10,500
shares
|
$862,260
0.6% of portfolio
|
Q1 2024
Reduced 98.41%
|