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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
321
shares
|
$24,749
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310
shares
|
$23,901
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
304
shares
|
$23,438
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
300
shares
|
$23,130
0.01% of portfolio
|
Q2 2025
Reduced 82.75%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
271
shares
|
$20,894
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
262
shares
|
$20,200
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
262
shares
|
$20,200
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
262
shares
|
$20,200
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
255
shares
|
$19,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
241
shares
|
$18,581
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
239
shares
|
$18,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
236
shares
|
$18,195
0.0% of portfolio
|
Q1 2025
Added 555.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
231
shares
|
$17,810
0.01% of portfolio
|
Q4 2024
Reduced 76.23%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
224
shares
|
$17,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
213
shares
|
$16,422
0.0% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
212
shares
|
$16,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
198
shares
|
$15,265
0.0% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
196
shares
|
$15,111
0.0% of portfolio
|
Q3 2024
Added 122.73%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
167
shares
|
$12,875
0.0% of portfolio
|
Q4 2023
Reduced 99.94%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
139
shares
|
$10,716
0.0% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
123
shares
|
$9,483
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
123
shares
|
$9,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
107
shares
|
$8,249
0.0% of portfolio
|
Q1 2023
Added 2040.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
107
shares
|
$8,249
0.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
106
shares
|
$8,172
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|