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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,504
shares
|
$270,158
0.05% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
3,503
shares
|
$270,081
0.07% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$269,850
0.0% of portfolio
|
Q2 2025
Reduced 91.82%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,464
shares
|
$267,074
0.0% of portfolio
|
Q2 2025
Added 34.52%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
3,445
shares
|
$265,609
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,439
shares
|
$265,146
0.12% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
3,411
shares
|
$262,988
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,338
shares
|
$257,359
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
3,292
shares
|
$253,813
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
3,290
shares
|
$253,658
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,286
shares
|
$253,350
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,269
shares
|
$252,039
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,252
shares
|
$250,729
0.03% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,234
shares
|
$249,341
0.18% of portfolio
|
Q2 2025
Reduced 56.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$246,719
0.07% of portfolio
|
Q1 2024
Reduced 84.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,198
shares
|
$246,565
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
3,177
shares
|
$244,946
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,172
shares
|
$244,561
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
3,030
shares
|
$233,612
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
3,020
shares
|
$232,841
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$231,299
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
2,988
shares
|
$230,374
0.1% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,953
shares
|
$227,676
0.04% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
2,927
shares
|
$225,671
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
2,890
shares
|
$222,818
0.01% of portfolio
|
Q2 2025
New holding
|