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 746 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 $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,672
shares
|
$301,544
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
3,637
shares
|
$298,670
0.17% of portfolio
|
Q3 2025
Added 32.79%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,610
shares
|
$296,453
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,606
shares
|
$296,124
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
3,596
shares
|
$295,303
0.04% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
3,592
shares
|
$294,975
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
3,542
shares
|
$290,869
0.08% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
3,514
shares
|
$288,569
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
3,512
shares
|
$288,405
0.11% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,510
shares
|
$288,241
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,500
shares
|
$287,420
0.0% of portfolio
|
Q2 2025
Reduced 91.82%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,464
shares
|
$284,463
0.0% of portfolio
|
Q2 2025
Added 34.52%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
3,445
shares
|
$282,903
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
3,439
shares
|
$282,410
0.04% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,439
shares
|
$282,410
0.12% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
3,292
shares
|
$270,339
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
3,290
shares
|
$270,174
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,286
shares
|
$269,846
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,269
shares
|
$268,450
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,252
shares
|
$267,054
0.03% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,234
shares
|
$265,576
0.18% of portfolio
|
Q2 2025
Reduced 56.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$262,784
0.07% of portfolio
|
Q1 2024
Reduced 84.16%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,180
shares
|
$261,141
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
3,177
shares
|
$260,895
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,128
shares
|
$256,871
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|