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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
101
shares
|
$7,787
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
80
shares
|
$6,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
74
shares
|
$5,705
0.0% of portfolio
|
Q4 2021
Reduced 29.52%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
73
shares
|
$5,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
69
shares
|
$5,319
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
55
shares
|
$4,240
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
54
shares
|
$4,163
0.0% of portfolio
|
Q1 2025
Reduced 78.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
54
shares
|
$4,163
0.0% of portfolio
|
Q2 2025
Reduced 78.74%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$3,854
0.0% of portfolio
|
Q3 2024
Reduced 81.34%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
47
shares
|
$3,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
34
shares
|
$2,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
30
shares
|
$2,313
0.0% of portfolio
|
Q4 2024
Added 36.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
22
shares
|
$1,696
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
22
shares
|
$1,696
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
9
shares
|
$693
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
8
shares
|
$616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|