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 746 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 $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
255
shares
|
$20,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
241
shares
|
$19,790
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
239
shares
|
$19,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
236
shares
|
$19,380
0.0% of portfolio
|
Q1 2025
Added 555.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
231
shares
|
$18,969
0.01% of portfolio
|
Q4 2024
Reduced 76.23%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
224
shares
|
$18,394
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
213
shares
|
$17,491
0.0% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
212
shares
|
$17,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
205
shares
|
$16,834
0.01% of portfolio
|
Q3 2025
Reduced 56.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
198
shares
|
$16,259
0.0% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
196
shares
|
$16,095
0.0% of portfolio
|
Q3 2024
Added 122.73%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
194
shares
|
$15,931
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
192
shares
|
$15,767
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
173
shares
|
$14,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
167
shares
|
$13,714
0.0% of portfolio
|
Q4 2023
Reduced 99.94%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
155
shares
|
$12,728
0.0% of portfolio
|
Q3 2025
Reduced 95.58%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
150
shares
|
$12,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
148
shares
|
$12,153
0.0% of portfolio
|
Q3 2025
Reduced 99.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
145
shares
|
$11,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
139
shares
|
$11,414
0.0% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
123
shares
|
$10,100
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
123
shares
|
$10,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
115
shares
|
$9,443
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
107
shares
|
$8,786
0.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
106
shares
|
$8,704
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|