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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,067
shares
|
$776,165
0.01% of portfolio
|
Q2 2025
Added 64.74%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
9,970
shares
|
$768,687
0.13% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,968
shares
|
$768,532
0.01% of portfolio
|
Q2 2025
Added 88.04%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
9,934
shares
|
$765,911
0.38% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
9,842
shares
|
$758,818
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
9,750
shares
|
$751,725
1.42% of portfolio
|
Q2 2025
Reduced 79.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,674
shares
|
$745,865
0.03% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,664
shares
|
$745,094
0.05% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,607
shares
|
$740,699
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,584
shares
|
$738,926
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,560
shares
|
$737,076
0.06% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
9,513
shares
|
$733,452
0.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,492
shares
|
$731,833
0.0% of portfolio
|
Q2 2025
Added 48.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,441
shares
|
$727,901
0.03% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
9,432
shares
|
$727,207
0.57% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,409
shares
|
$725,433
0.0% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
9,353
shares
|
$721,116
0.02% of portfolio
|
Q2 2025
Added 34.21%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,300
shares
|
$717,030
0.0% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
9,233
shares
|
$711,864
0.16% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
9,189
shares
|
$708,471
0.48% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
9,120
shares
|
$703,152
0.57% of portfolio
|
Q2 2025
Added 5111.43%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,068
shares
|
$699,142
0.14% of portfolio
|
Q2 2024
Added 364.99%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,060
shares
|
$698,526
0.09% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
9,046
shares
|
$697,446
0.33% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
8,861
shares
|
$683,183
0.44% of portfolio
|
Q2 2025
Added 1.65%
|