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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,454
shares
|
$447,882
0.01% of portfolio
|
Q3 2025
Reduced 30.89%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
5,400
shares
|
$443,448
0.18% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
5,391
shares
|
$442,708
0.08% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
5,336
shares
|
$438,192
0.08% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
5,336
shares
|
$438,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
5,319
shares
|
$436,796
0.22% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
5,308
shares
|
$435,892
0.03% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,289
shares
|
$434,332
0.01% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
5,276
shares
|
$433,265
0.18% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
5,265
shares
|
$432,361
0.33% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,256
shares
|
$431,622
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Oct 28, 2025 Q3 2025 |
5,231
shares
|
$429,569
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
5,203
shares
|
$427,270
0.32% of portfolio
|
Q3 2025
Reduced 44.84%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,111
shares
|
$419,715
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
|
$419,304
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,095
shares
|
$418,401
0.05% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,064
shares
|
$415,855
0.02% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,052
shares
|
$414,870
0.01% of portfolio
|
Q2 2025
Reduced 40.9%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
5,051
shares
|
$414,788
0.02% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
5,045
shares
|
$414,295
0.01% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
5,035
shares
|
$413,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,026
shares
|
$412,735
0.06% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,015
shares
|
$411,831
0.02% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,013
shares
|
$411,667
0.0% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
4,984
shares
|
$409,286
0.34% of portfolio
|
Q4 2024
New holding
|