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 |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
1,095
shares
|
$89,921
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,052
shares
|
$86,390
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
|
$86,061
0.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,025
shares
|
$84,173
0.02% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
993
shares
|
$81,545
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
976
shares
|
$80,149
0.01% of portfolio
|
Q3 2025
Added 159.57%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
967
shares
|
$79,410
0.0% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
915
shares
|
$75,139
0.07% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
913
shares
|
$74,975
0.0% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$73,908
0.0% of portfolio
|
Q4 2017
Added 500.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
827
shares
|
$67,913
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
822
shares
|
$67,502
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
780
shares
|
$64,053
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
764
shares
|
$62,739
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
748
shares
|
$61,425
0.02% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
740
shares
|
$60,768
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
609
shares
|
$50,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
584
shares
|
$47,958
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
576
shares
|
$47,301
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
569
shares
|
$46,726
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
552
shares
|
$45,330
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
538
shares
|
$44,180
0.03% of portfolio
|
Q3 2025
Reduced 54.83%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
536
shares
|
$44,016
0.0% of portfolio
|
Q1 2025
Reduced 57.02%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
500
shares
|
$41,060
0.01% of portfolio
|
Q2 2025
Reduced 73.47%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
500
shares
|
$41,060
0.0% of portfolio
|
Q2 2025
New holding
|