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 |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,789
shares
|
$137,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,756
shares
|
$135,387
0.01% of portfolio
|
Q3 2024
Added 40.93%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,576
shares
|
$121,509
0.0% of portfolio
|
Q2 2025
Added 61.48%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,566
shares
|
$120,738
0.0% of portfolio
|
Q4 2024
Added 132.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,545
shares
|
$119,119
0.04% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,529
shares
|
$117,885
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,507
shares
|
$116,189
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,410
shares
|
$108,710
0.01% of portfolio
|
Q1 2025
Added 140900.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,196
shares
|
$92,211
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,191
shares
|
$91,826
0.07% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,112
shares
|
$85,735
0.01% of portfolio
|
Q2 2024
Reduced 67.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,106
shares
|
$85,272
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,052
shares
|
$81,109
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,045
shares
|
$80,569
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,025
shares
|
$79,027
0.02% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
967
shares
|
$74,555
0.0% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
959
shares
|
$73,938
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
958
shares
|
$73,861
0.0% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$69,390
0.0% of portfolio
|
Q4 2017
Added 500.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
827
shares
|
$63,761
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
778
shares
|
$59,983
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
764
shares
|
$58,904
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
749
shares
|
$57,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
748
shares
|
$57,670
0.02% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
740
shares
|
$57,053
0.01% of portfolio
|
Q2 2024
New holding
|