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 |
|---|---|---|---|---|---|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
5,336
shares
|
$411,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
5,336
shares
|
$411,405
0.08% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
5,308
shares
|
$409,246
0.03% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,289
shares
|
$407,781
0.01% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
5,256
shares
|
$405,237
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
5,231
shares
|
$403,310
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
5,201
shares
|
$400,997
0.32% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
5,169
shares
|
$398,529
0.07% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,111
shares
|
$394,058
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,106
shares
|
$393,672
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,095
shares
|
$392,824
0.05% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,052
shares
|
$389,509
0.01% of portfolio
|
Q2 2025
Reduced 40.9%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
5,051
shares
|
$389,432
0.02% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
5,045
shares
|
$388,969
0.01% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,043
shares
|
$388,815
0.12% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
5,039
shares
|
$388,506
0.22% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
5,035
shares
|
$388,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,026
shares
|
$387,504
0.06% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,015
shares
|
$386,656
0.02% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,013
shares
|
$386,502
0.0% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
4,984
shares
|
$384,266
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,979
shares
|
$383,880
0.0% of portfolio
|
Q3 2022
Added 14.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,953
shares
|
$381,876
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
4,897
shares
|
$377,558
0.22% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,894
shares
|
$377,327
0.01% of portfolio
|
Q2 2025
Reduced 64.86%
|