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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,979
shares
|
$408,875
0.0% of portfolio
|
Q3 2022
Added 14.22%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
4,978
shares
|
$408,793
0.22% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,953
shares
|
$406,740
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,894
shares
|
$401,895
0.01% of portfolio
|
Q2 2025
Reduced 64.86%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,870
shares
|
$399,924
0.12% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
4,859
shares
|
$399,021
0.35% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,845
shares
|
$397,871
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
4,823
shares
|
$396,064
0.05% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,812
shares
|
$395,161
0.12% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,800
shares
|
$394,176
0.25% of portfolio
|
Q2 2022
Added 2.13%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,712
shares
|
$386,949
0.11% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,697
shares
|
$385,717
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,697
shares
|
$385,717
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,688
shares
|
$384,978
0.04% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,686
shares
|
$384,814
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
4,677
shares
|
$384,075
0.12% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
4,676
shares
|
$383,993
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,571
shares
|
$375,370
0.01% of portfolio
|
Q3 2025
Reduced 51.13%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,553
shares
|
$373,892
0.02% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,545
shares
|
$373,235
0.21% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
4,501
shares
|
$369,622
0.21% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,501
shares
|
$369,622
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,444
shares
|
$364,941
0.12% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
4,421
shares
|
$363,052
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,417
shares
|
$362,724
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|