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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
10,446
shares
|
$857,825
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
10,381
shares
|
$852,487
0.15% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
10,355
shares
|
$850,352
0.03% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,348
shares
|
$849,777
0.06% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
10,269
shares
|
$843,290
0.09% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,257
shares
|
$842,304
0.04% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
10,187
shares
|
$836,556
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
10,146
shares
|
$833,189
0.14% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
10,142
shares
|
$832,861
0.24% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,117
shares
|
$830,808
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,067
shares
|
$826,702
0.01% of portfolio
|
Q2 2025
Added 64.74%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
9,970
shares
|
$818,736
0.09% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,968
shares
|
$818,572
0.01% of portfolio
|
Q2 2025
Added 88.04%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
9,934
shares
|
$815,780
0.38% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
9,842
shares
|
$808,225
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 31, 2025 Q3 2025 |
9,809
shares
|
$805,515
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,729
shares
|
$798,945
0.09% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
9,722
shares
|
$798,370
0.01% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,664
shares
|
$793,607
0.05% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,584
shares
|
$787,038
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
9,571
shares
|
$785,970
0.26% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,560
shares
|
$785,067
0.06% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
9,525
shares
|
$782,193
0.36% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,492
shares
|
$779,483
0.0% of portfolio
|
Q2 2025
Added 48.5%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,409
shares
|
$772,667
0.0% of portfolio
|
Q1 2025
Reduced 35.5%
|