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 |
|---|---|---|---|---|---|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
825,971
shares
|
$63.7 Million
12.91% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
820,469
shares
|
$63.3 Million
0.87% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
783,651
shares
|
$60.4 Million
13.78% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
750,283
shares
|
$57.8 Million
11.82% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
745,693
shares
|
$57.5 Million
10.75% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
717,485
shares
|
$55.3 Million
5.97% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
698,419
shares
|
$53.8 Million
0.09% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
671,034
shares
|
$51.7 Million
2.47% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
667,792
shares
|
$51.5 Million
21.49% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
654,236
shares
|
$50.4 Million
0.02% of portfolio
|
Q2 2025
Added 30.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
653,667
shares
|
$50.4 Million
0.06% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
632,373
shares
|
$48.8 Million
5.62% of portfolio
|
Q1 2023
Reduced 12.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
627,866
shares
|
$48.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
623,645
shares
|
$48.1 Million
12.04% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
623,067
shares
|
$48 Million
4.08% of portfolio
|
Q2 2025
Added 8152.54%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
581,248
shares
|
$44.8 Million
11.24% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
579,968
shares
|
$44.7 Million
10.91% of portfolio
|
Q2 2025
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
563,708
shares
|
$43.5 Million
11.35% of portfolio
|
Q2 2025
Added 85.86%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
552,692
shares
|
$42.6 Million
0.6% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
522,982
shares
|
$40.3 Million
0.03% of portfolio
|
Q2 2025
Added 1320.18%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
522,108
shares
|
$40.3 Million
2.62% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
480,143
shares
|
$37 Million
3.48% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
473,142
shares
|
$36.5 Million
2.57% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
470,079
shares
|
$36.2 Million
1.35% of portfolio
|
Q2 2025
Reduced 68.32%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
469,654
shares
|
$36.2 Million
1.43% of portfolio
|
Q2 2025
Added 2.82%
|