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 |
|---|---|---|---|---|---|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
454,103
shares
|
$35 Million
20.1% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
433,504
shares
|
$33.4 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
431,593
shares
|
$33.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$31.6 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
393,392
shares
|
$30.3 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
392,822
shares
|
$30.3 Million
9.43% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$30.2 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
378,037
shares
|
$29.1 Million
8.59% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
371,844
shares
|
$28.7 Million
0.53% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
366,353
shares
|
$28.2 Million
0.24% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
364,072
shares
|
$28.1 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
|
$26.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
342,064
shares
|
$26.4 Million
3.73% of portfolio
|
Q2 2025
Added 153.05%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
341,551
shares
|
$26.3 Million
4.61% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
340,738
shares
|
$26.3 Million
1.76% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
325,115
shares
|
$25.1 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
319,552
shares
|
$24.6 Million
3.15% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
312,454
shares
|
$24.1 Million
2.19% of portfolio
|
Q2 2025
Reduced 68.63%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
311,660
shares
|
$24 Million
19.73% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
305,037
shares
|
$23.5 Million
0.33% of portfolio
|
Q2 2025
Added 454.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
302,044
shares
|
$23.3 Million
0.07% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
301,830
shares
|
$23.3 Million
8.09% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
301,098
shares
|
$23.2 Million
9.92% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
291,570
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
286,892
shares
|
$22.1 Million
1.54% of portfolio
|
Q2 2025
Added 2.18%
|