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 |
|---|---|---|---|---|---|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
7,457
shares
|
$574,934
0.14% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,307
shares
|
$563,369
0.03% of portfolio
|
Q2 2025
Added 64.24%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
7,196
shares
|
$554,811
0.01% of portfolio
|
Q2 2025
Reduced 78.23%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
7,048
shares
|
$543,400
0.16% of portfolio
|
Q1 2021
Added 0.33%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
7,036
shares
|
$542,475
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
6,979
shares
|
$538,080
0.05% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
6,946
shares
|
$535,536
0.42% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,909
shares
|
$532,683
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
6,862
shares
|
$529,060
0.2% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,759
shares
|
$521,118
0.02% of portfolio
|
Q2 2025
Reduced 72.46%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
6,649
shares
|
$512,637
0.11% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
6,593
shares
|
$508,320
0.19% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
6,550
shares
|
$505,004
0.24% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
6,546
shares
|
$504,696
0.01% of portfolio
|
Q2 2025
Reduced 51.47%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,538
shares
|
$504,079
0.01% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
6,529
shares
|
$503,385
0.3% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
6,520
shares
|
$502,691
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
6,483
shares
|
$499,839
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,480
shares
|
$499,607
0.05% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
6,430
shares
|
$495,752
0.07% of portfolio
|
Q2 2025
Added 46.27%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
6,407
shares
|
$493,979
0.08% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6,390
shares
|
$492,668
0.32% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
6,174
shares
|
$476,015
0.18% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
6,166
shares
|
$475,398
0.32% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
6,161
shares
|
$475,013
0.08% of portfolio
|
Q2 2025
Reduced 0.84%
|