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 |
|---|---|---|---|---|---|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
4,869
shares
|
$375,399
0.35% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,865
shares
|
$375,091
0.04% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,845
shares
|
$373,549
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
4,823
shares
|
$371,853
0.05% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,812
shares
|
$371,005
0.12% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,803
shares
|
$370,311
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
4,800
shares
|
$370,080
0.25% of portfolio
|
Q2 2022
Added 2.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
4,736
shares
|
$365,145
0.03% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,712
shares
|
$363,295
0.11% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,697
shares
|
$362,138
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,697
shares
|
$362,138
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
4,677
shares
|
$360,596
0.12% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
4,676
shares
|
$360,519
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,624
shares
|
$356,510
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,595
shares
|
$354,274
0.02% of portfolio
|
Q2 2025
Reduced 21.65%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
4,501
shares
|
$347,027
0.21% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
4,482
shares
|
$345,562
0.02% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,444
shares
|
$342,632
0.12% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
4,421
shares
|
$340,859
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,417
shares
|
$340,550
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,405
shares
|
$339,625
0.01% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
4,362
shares
|
$336,310
0.0% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
4,323
shares
|
$333,303
0.03% of portfolio
|
Q2 2025
Reduced 21.68%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,291
shares
|
$330,836
0.16% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
4,265
shares
|
$328,831
0.05% of portfolio
|
Q2 2025
Reduced 11.29%
|