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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
490
shares
|
$40,238
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
483
shares
|
$39,663
0.01% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
480
shares
|
$39,417
0.01% of portfolio
|
Q1 2021
Reduced 35.74%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
480
shares
|
$39,417
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
470
shares
|
$38,596
0.01% of portfolio
|
Q1 2023
Reduced 9.96%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
469
shares
|
$38,514
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
451
shares
|
$37,036
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
437
shares
|
$35,886
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
409
shares
|
$33,587
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
392
shares
|
$32,191
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
376
shares
|
$30,877
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
355
shares
|
$29,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
343
shares
|
$28,167
0.0% of portfolio
|
Q2 2025
Added 106.63%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
341
shares
|
$28,002
0.02% of portfolio
|
Q3 2025
Reduced 12.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
340
shares
|
$27,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
327
shares
|
$26,853
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
325
shares
|
$26,689
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
321
shares
|
$26,360
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310
shares
|
$25,457
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
304
shares
|
$24,964
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
271
shares
|
$22,254
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
268
shares
|
$22,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
262
shares
|
$21,515
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
262
shares
|
$21,515
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
262
shares
|
$21,515
0.0% of portfolio
|
Q3 2021
New holding
|