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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
3,030
shares
|
$248,823
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
3,020
shares
|
$248,002
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$246,360
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
2,988
shares
|
$245,374
0.1% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,953
shares
|
$242,500
0.04% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
2,927
shares
|
$240,365
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
2,890
shares
|
$237,326
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,856
shares
|
$234,534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
2,838
shares
|
$233,056
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
2,791
shares
|
$229,196
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Oct 17, 2025 Q3 2025 |
2,787
shares
|
$228,868
0.06% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
2,778
shares
|
$228,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,776
shares
|
$227,965
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,744
shares
|
$225,337
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
2,721
shares
|
$223,448
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
2,716
shares
|
$223,037
0.06% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,682
shares
|
$220,245
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
2,681
shares
|
$220,163
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
2,680
shares
|
$220,081
0.09% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,675
shares
|
$219,671
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,664
shares
|
$218,767
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
2,647
shares
|
$217,371
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
2,545
shares
|
$208,995
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,499
shares
|
$205,217
0.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,489
shares
|
$204,396
0.02% of portfolio
|
Q2 2025
Reduced 2.89%
|