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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
4,362
shares
|
$358,207
0.0% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
4,323
shares
|
$355,004
0.03% of portfolio
|
Q2 2025
Reduced 21.68%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
4,304
shares
|
$353,444
0.03% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
4,265
shares
|
$350,241
0.05% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,224
shares
|
$346,874
0.0% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,175
shares
|
$342,851
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,165
shares
|
$342,029
0.01% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,162
shares
|
$341,783
0.06% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,138
shares
|
$339,812
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
4,094
shares
|
$336,199
0.21% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,020
shares
|
$330,122
0.01% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$328,480
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Oct 23, 2025 Q3 2025 |
3,969
shares
|
$325,934
0.1% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
3,890
shares
|
$319,446
0.13% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,879
shares
|
$318,543
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
3,857
shares
|
$316,736
0.36% of portfolio
|
Q3 2025
Reduced 27.77%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,826
shares
|
$314,191
0.18% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
3,821
shares
|
$313,780
0.19% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,819
shares
|
$313,616
0.02% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,817
shares
|
$313,452
0.22% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
3,764
shares
|
$309,099
0.04% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,733
shares
|
$306,553
0.03% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,722
shares
|
$305,650
0.01% of portfolio
|
Q3 2025
Added 59.4%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
3,721
shares
|
$305,568
0.07% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
3,687
shares
|
$302,776
0.19% of portfolio
|
Q1 2025
Reduced 0.73%
|