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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
8,805
shares
|
$678,865
0.06% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,730
shares
|
$673,083
0.02% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
8,718
shares
|
$672,157
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
8,666
shares
|
$668,148
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
8,534
shares
|
$657,971
0.03% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
8,495
shares
|
$654,964
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,475
shares
|
$653,422
0.25% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$647,254
0.57% of portfolio
|
Q4 2024
Reduced 67.32%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,341
shares
|
$643,091
0.01% of portfolio
|
Q2 2025
Reduced 25.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,189
shares
|
$631,371
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,971
shares
|
$614,564
0.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,945
shares
|
$612,559
0.03% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
7,925
shares
|
$611,017
0.16% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,892
shares
|
$608,473
0.02% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
7,833
shares
|
$603,924
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
7,790
shares
|
$600,609
0.27% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,709
shares
|
$594,363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
7,703
shares
|
$593,901
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
7,629
shares
|
$588,195
0.17% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
7,629
shares
|
$588,195
0.33% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
7,593
shares
|
$585,420
0.95% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
7,554
shares
|
$582,413
0.2% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,519
shares
|
$579,714
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,514
shares
|
$579,329
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$578,250
0.03% of portfolio
|
Q4 2022
Added 17.19%
|