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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
609
shares
|
$46,953
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
584
shares
|
$45,026
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
576
shares
|
$44,409
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
567
shares
|
$43,715
0.0% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
552
shares
|
$42,559
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
536
shares
|
$41,325
0.0% of portfolio
|
Q1 2025
Reduced 57.02%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
500
shares
|
$38,550
0.01% of portfolio
|
Q2 2025
Reduced 73.47%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$38,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
489
shares
|
$37,701
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
483
shares
|
$37,239
0.01% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
480
shares
|
$37,008
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
480
shares
|
$37,008
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
480
shares
|
$37,008
0.01% of portfolio
|
Q1 2021
Reduced 35.74%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
475
shares
|
$36,622
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
470
shares
|
$36,237
0.01% of portfolio
|
Q1 2023
Reduced 9.96%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
469
shares
|
$36,159
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
437
shares
|
$33,692
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
409
shares
|
$31,533
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
392
shares
|
$30,223
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
376
shares
|
$28,989
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
376
shares
|
$28,989
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
355
shares
|
$27,370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
343
shares
|
$26,445
0.0% of portfolio
|
Q2 2025
Added 106.63%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
327
shares
|
$25,211
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
325
shares
|
$25,057
0.0% of portfolio
|
Q4 2021
New holding
|