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 |
|---|---|---|---|---|---|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
284,750
shares
|
$22.8 Million
17.9% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
281,017
shares
|
$22.5 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
268,457
shares
|
$21.5 Million
0.8% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
268,286
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$21.4 Million
9.68% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
266,087
shares
|
$21.3 Million
0.78% of portfolio
|
Q2 2025
Added 41411.23%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
259,333
shares
|
$20.7 Million
4.85% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
254,896
shares
|
$20.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
250,196
shares
|
$20 Million
3.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
249,984
shares
|
$20 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
249,215
shares
|
$19.9 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
242,378
shares
|
$19.4 Million
0.03% of portfolio
|
Q2 2025
Added 19.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
239,102
shares
|
$19.1 Million
4.29% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
230,342
shares
|
$18.4 Million
3.93% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
229,030
shares
|
$18.3 Million
8.41% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$17.4 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
212,678
shares
|
$17 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
211,960
shares
|
$16.9 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
209,076
shares
|
$16.7 Million
7.6% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
202,451
shares
|
$16.2 Million
2.07% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
201,382
shares
|
$16.1 Million
13.25% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
195,523
shares
|
$15.6 Million
9.26% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
195,196
shares
|
$15.6 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
188,820
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
188,227
shares
|
$15 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.97%
|