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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
2,873
shares
|
$221,508
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
2,838
shares
|
$218,809
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
2,825
shares
|
$217,807
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
2,791
shares
|
$215,186
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,776
shares
|
$214,029
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
2,763
shares
|
$213,027
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
2,729
shares
|
$210,405
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
2,721
shares
|
$209,789
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
2,681
shares
|
$206,705
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
2,548
shares
|
$196,450
0.01% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,499
shares
|
$192,672
0.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
2,489
shares
|
$191,901
0.02% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,486
shares
|
$191,670
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,354
shares
|
$181,493
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,335
shares
|
$180,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,308
shares
|
$177,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,287
shares
|
$176,327
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2,210
shares
|
$170,391
0.06% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,199
shares
|
$169,542
0.14% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,069
shares
|
$159,519
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,034
shares
|
$156,821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,973
shares
|
$152,118
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,913
shares
|
$147,492
0.0% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,792
shares
|
$138,163
0.03% of portfolio
|
Q2 2025
Added 113.56%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,789
shares
|
$137,931
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|