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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,311
shares
|
$764,619
0.01% of portfolio
|
Q3 2025
Added 101.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,300
shares
|
$763,716
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
|
$758,213
0.16% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
9,120
shares
|
$748,934
0.57% of portfolio
|
Q2 2025
Added 5111.43%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
9,108
shares
|
$747,948
0.45% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,068
shares
|
$744,664
0.14% of portfolio
|
Q2 2024
Added 364.99%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,060
shares
|
$744,007
0.09% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
8,944
shares
|
$734,481
0.29% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,860
shares
|
$727,583
0.47% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
8,805
shares
|
$723,066
0.06% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,795
shares
|
$722,245
0.01% of portfolio
|
Q3 2025
Added 34.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
8,737
shares
|
$717,482
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
8,736
shares
|
$717,400
0.05% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,730
shares
|
$716,907
0.02% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
8,718
shares
|
$715,922
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
8,666
shares
|
$711,651
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
8,644
shares
|
$709,845
0.38% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$689,397
0.57% of portfolio
|
Q4 2024
Reduced 67.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,189
shares
|
$672,480
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
8,166
shares
|
$670,591
1.16% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,971
shares
|
$654,578
0.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,945
shares
|
$652,443
0.03% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
7,790
shares
|
$639,714
0.27% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
7,787
shares
|
$639,468
0.08% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,709
shares
|
$633,063
0.0% of portfolio
|
Q2 2025
New holding
|