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 |
|---|---|---|---|---|---|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
284,750
shares
|
$22 Million
17.9% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
281,017
shares
|
$21.7 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
268,286
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$20.6 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
|
$20.5 Million
0.78% of portfolio
|
Q2 2025
Added 41411.23%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
260,367
shares
|
$20.1 Million
1.2% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
256,193
shares
|
$19.8 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
254,896
shares
|
$19.7 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
254,592
shares
|
$19.6 Million
3.13% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
254,583
shares
|
$19.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
249,215
shares
|
$19.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
248,644
shares
|
$19.2 Million
4.73% of portfolio
|
Q2 2025
Added 687.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
242,378
shares
|
$18.7 Million
0.03% of portfolio
|
Q2 2025
Added 19.43%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
237,781
shares
|
$18.3 Million
9.02% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
237,450
shares
|
$18.3 Million
4.11% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
228,651
shares
|
$17.6 Million
4.19% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
224,818
shares
|
$17.3 Million
0.34% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
223,257
shares
|
$17.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$16.8 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
214,647
shares
|
$16.5 Million
2.2% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
211,960
shares
|
$16.3 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
209,076
shares
|
$16.1 Million
7.6% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
198,046
shares
|
$15.3 Million
13.25% of portfolio
|
Q2 2025
Added 61.29%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
196,626
shares
|
$15.2 Million
5.37% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
195,523
shares
|
$15.1 Million
9.26% of portfolio
|
Q2 2025
Reduced 2.1%
|