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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
425,326
shares
|
$34 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
417,729
shares
|
$33.4 Million
19.41% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
417,045
shares
|
$33.3 Million
0.89% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
413,575
shares
|
$33.1 Million
3.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$32.7 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
392,822
shares
|
$31.4 Million
9.43% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$31.4 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
378,037
shares
|
$30.2 Million
8.59% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
373,576
shares
|
$29.9 Million
1.57% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
371,844
shares
|
$29.7 Million
0.53% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
366,353
shares
|
$29.3 Million
0.24% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
364,072
shares
|
$29.1 Million
7.96% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
349,454
shares
|
$27.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
342,411
shares
|
$27.4 Million
4.65% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
340,738
shares
|
$27.2 Million
1.76% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
317,216
shares
|
$25.4 Million
10.24% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
312,109
shares
|
$24.9 Million
0.8% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
311,867
shares
|
$24.9 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
311,660
shares
|
$24.9 Million
19.73% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
310,920
shares
|
$24.9 Million
8.3% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
305,037
shares
|
$24.4 Million
0.33% of portfolio
|
Q2 2025
Added 454.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
302,044
shares
|
$24.1 Million
0.07% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
300,021
shares
|
$24 Million
3.28% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
291,570
shares
|
$23.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
290,936
shares
|
$23.3 Million
1.57% of portfolio
|
Q3 2025
Added 1.41%
|