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 743 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $7.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,256
shares
|
$513,742
0.0% of portfolio
|
Q3 2025
Reduced 38.35%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
6,186
shares
|
$507,994
0.13% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
6,179
shares
|
$507,419
0.29% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
6,161
shares
|
$505,941
0.08% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
6,106
shares
|
$501,424
0.13% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
5,983
shares
|
$491,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
5,936
shares
|
$487,464
0.04% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,925
shares
|
$486,561
0.27% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
5,892
shares
|
$483,851
0.09% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
5,844
shares
|
$479,909
0.2% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
5,799
shares
|
$476,213
0.15% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
5,795
shares
|
$475,885
0.07% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,788
shares
|
$475,310
0.19% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
5,783
shares
|
$474,899
0.18% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
5,780
shares
|
$474,653
0.04% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
5,770
shares
|
$473,832
12.34% of portfolio
|
Q1 2023
Reduced 97.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,748
shares
|
$472,025
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
5,746
shares
|
$471,861
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
5,594
shares
|
$459,379
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$458,311
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
5,512
shares
|
$452,645
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
5,494
shares
|
$451,167
0.33% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
5,491
shares
|
$450,920
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
5,490
shares
|
$450,838
0.21% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,477
shares
|
$449,771
0.2% of portfolio
|
Q3 2025
Reduced 2.02%
|