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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
195,186
shares
|
$15 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
192,720
shares
|
$14.9 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
190,064
shares
|
$14.7 Million
0.13% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
183,352
shares
|
$14.1 Million
2.02% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
183,232
shares
|
$14.1 Million
1.89% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
176,268
shares
|
$13.6 Million
7.78% of portfolio
|
Q2 2025
Reduced 31.53%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
174,368
shares
|
$13.4 Million
0.4% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
173,751
shares
|
$13.4 Million
11.51% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
169,325
shares
|
$13.1 Million
0.9% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
167,751
shares
|
$12.9 Million
5.31% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
163,400
shares
|
$12.6 Million
2.22% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
163,049
shares
|
$12.6 Million
10.33% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
162,883
shares
|
$12.6 Million
8.26% of portfolio
|
Q2 2025
Added 109.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
153,170
shares
|
$11.8 Million
1.28% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
152,659
shares
|
$11.8 Million
1.01% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
152,444
shares
|
$11.8 Million
0.7% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
152,376
shares
|
$11.7 Million
4.8% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
150,742
shares
|
$11.6 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
150,537
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
144,102
shares
|
$11.1 Million
2.19% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
139,740
shares
|
$10.8 Million
4.53% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
139,300
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$10.5 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
136,146
shares
|
$10.5 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
134,568
shares
|
$10.4 Million
8.57% of portfolio
|
Q2 2025
Added 1.42%
|