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 759 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,973
shares
|
$160,148
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,789
shares
|
$145,213
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
1,789
shares
|
$145,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,756
shares
|
$142,534
0.01% of portfolio
|
Q3 2024
Added 40.93%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,713
shares
|
$139,044
0.0% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,576
shares
|
$127,923
0.0% of portfolio
|
Q2 2025
Added 61.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,529
shares
|
$124,108
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,507
shares
|
$122,323
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,449
shares
|
$117,615
0.0% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,348
shares
|
$109,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,196
shares
|
$97,079
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,118
shares
|
$90,748
0.03% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,112
shares
|
$90,261
0.01% of portfolio
|
Q2 2024
Reduced 67.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,106
shares
|
$89,774
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
1,095
shares
|
$88,881
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,052
shares
|
$85,390
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,048
shares
|
$85,066
0.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,025
shares
|
$83,199
0.02% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
993
shares
|
$80,601
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
976
shares
|
$79,221
0.01% of portfolio
|
Q3 2025
Added 159.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
915
shares
|
$74,270
0.07% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
913
shares
|
$74,108
0.0% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$73,053
0.0% of portfolio
|
Q4 2017
Added 500.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
827
shares
|
$67,127
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
822
shares
|
$66,721
0.04% of portfolio
|
Q3 2025
New holding
|
|