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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,486
shares
|
$204,150
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,354
shares
|
$193,310
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,308
shares
|
$189,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
2,298
shares
|
$188,711
0.01% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,287
shares
|
$187,808
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2,210
shares
|
$181,485
0.06% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,070
shares
|
$169,988
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,049
shares
|
$168,263
0.12% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,034
shares
|
$167,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,973
shares
|
$162,022
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,913
shares
|
$157,095
0.0% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,792
shares
|
$147,159
0.03% of portfolio
|
Q2 2025
Added 113.56%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,789
shares
|
$146,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,789
shares
|
$146,912
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,756
shares
|
$144,202
0.01% of portfolio
|
Q3 2024
Added 40.93%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,576
shares
|
$129,421
0.0% of portfolio
|
Q2 2025
Added 61.48%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,566
shares
|
$128,599
0.0% of portfolio
|
Q4 2024
Added 132.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,529
shares
|
$125,561
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,507
shares
|
$123,754
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,410
shares
|
$115,789
0.01% of portfolio
|
Q1 2025
Added 140900.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,348
shares
|
$110,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,196
shares
|
$98,215
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,118
shares
|
$91,810
0.03% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,112
shares
|
$91,317
0.01% of portfolio
|
Q2 2024
Reduced 67.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,106
shares
|
$90,824
0.05% of portfolio
|
Q4 2023
New holding
|