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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,224
shares
|
$325,670
0.0% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,175
shares
|
$321,892
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
4,167
shares
|
$321,275
0.08% of portfolio
|
Q2 2025
Reduced 29.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,165
shares
|
$321,121
0.01% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,162
shares
|
$320,890
0.06% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
4,149
shares
|
$319,887
0.13% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,138
shares
|
$319,039
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,097
shares
|
$315,878
0.08% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
4,094
shares
|
$315,647
0.21% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$308,400
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,969
shares
|
$306,009
0.09% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
3,931
shares
|
$303,080
0.04% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
3,848
shares
|
$296,680
0.12% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
3,821
shares
|
$294,599
0.19% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,819
shares
|
$294,444
0.02% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,817
shares
|
$294,290
0.22% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,692
shares
|
$284,653
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,687
shares
|
$284,267
0.19% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,672
shares
|
$283,111
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
3,623
shares
|
$279,333
0.17% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,610
shares
|
$278,331
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,606
shares
|
$278,022
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,596
shares
|
$277,251
0.04% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,592
shares
|
$276,943
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,510
shares
|
$270,621
0.01% of portfolio
|
Q4 2023
New holding
|