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 |
|---|---|---|---|---|---|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
7,703
shares
|
$632,570
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
7,679
shares
|
$630,599
0.2% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
7,651
shares
|
$628,300
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
7,595
shares
|
$623,701
0.93% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
7,590
shares
|
$623,290
0.26% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,519
shares
|
$617,460
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,514
shares
|
$617,049
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$615,900
0.03% of portfolio
|
Q4 2022
Added 17.19%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,307
shares
|
$600,050
0.03% of portfolio
|
Q2 2025
Added 64.24%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,039
shares
|
$578,042
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
6,946
shares
|
$570,405
0.41% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
6,797
shares
|
$558,169
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Wiser Wealth Management, Inc
|
Oct 06, 2025 Q3 2025 |
6,775
shares
|
$556,363
0.13% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,759
shares
|
$555,049
0.02% of portfolio
|
Q2 2025
Reduced 72.46%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
6,649
shares
|
$546,015
0.11% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
6,593
shares
|
$541,417
0.19% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
6,587
shares
|
$540,924
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
6,550
shares
|
$537,886
0.24% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
6,520
shares
|
$535,422
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,480
shares
|
$532,137
0.05% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
6,431
shares
|
$528,113
0.3% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
6,430
shares
|
$528,031
0.07% of portfolio
|
Q2 2025
Added 46.27%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6,390
shares
|
$524,746
0.32% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,268
shares
|
$514,728
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,262
shares
|
$514,235
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|