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 759 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,545
shares
|
$368,917
0.21% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
4,519
shares
|
$366,807
0.04% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,501
shares
|
$365,346
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
4,421
shares
|
$358,852
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
4,362
shares
|
$354,063
0.0% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
4,314
shares
|
$350,167
0.01% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,304
shares
|
$349,355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
4,304
shares
|
$349,355
0.03% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
4,265
shares
|
$346,190
0.05% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,248
shares
|
$344,810
0.01% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,224
shares
|
$342,862
0.0% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,175
shares
|
$338,884
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,162
shares
|
$337,829
0.06% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
4,155
shares
|
$337,261
0.09% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
4,144
shares
|
$336,368
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,138
shares
|
$335,881
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
4,103
shares
|
$333,040
0.21% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,020
shares
|
$326,303
0.01% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$324,680
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
3,890
shares
|
$315,751
0.13% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,879
shares
|
$314,858
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
3,857
shares
|
$313,072
0.36% of portfolio
|
Q3 2025
Reduced 27.77%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
3,831
shares
|
$310,962
0.03% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,827
shares
|
$310,637
0.04% of portfolio
|
Q2 2025
Added 113.56%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,826
shares
|
$310,556
0.18% of portfolio
|
Q3 2025
Added 5.6%
|
|