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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,141
shares
|
$473,471
0.0% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
6,116
shares
|
$471,543
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
6,111
shares
|
$471,158
0.17% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
5,983
shares
|
$461,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
5,982
shares
|
$461,212
0.2% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
5,939
shares
|
$457,896
0.25% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
5,936
shares
|
$457,665
0.04% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,925
shares
|
$456,817
0.27% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
5,844
shares
|
$450,572
0.2% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
5,817
shares
|
$448,490
0.19% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
5,785
shares
|
$446,023
0.09% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
5,780
shares
|
$445,637
0.04% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
5,770
shares
|
$444,866
12.34% of portfolio
|
Q1 2023
Reduced 97.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,748
shares
|
$443,170
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
5,745
shares
|
$442,939
0.29% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
5,670
shares
|
$437,156
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
5,594
shares
|
$431,297
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,590
shares
|
$430,988
0.2% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,575
shares
|
$429,832
0.01% of portfolio
|
Q2 2025
Added 60.39%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
5,550
shares
|
$427,904
0.19% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
5,537
shares
|
$426,902
0.34% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,512
shares
|
$424,975
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
5,491
shares
|
$423,356
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
5,406
shares
|
$416,802
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
5,340
shares
|
$411,713
0.38% of portfolio
|
Q2 2025
Reduced 7.23%
|