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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
187,465
shares
|
$15 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
183,352
shares
|
$14.7 Million
2.02% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
177,903
shares
|
$14.2 Million
5.47% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
176,268
shares
|
$14.1 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
|
$13.9 Million
0.4% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
173,751
shares
|
$13.9 Million
11.51% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
169,325
shares
|
$13.5 Million
0.9% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
168,256
shares
|
$13.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
163,049
shares
|
$13 Million
10.33% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
161,149
shares
|
$12.9 Million
8.05% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
159,555
shares
|
$12.8 Million
1.34% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
155,873
shares
|
$12.5 Million
1.49% of portfolio
|
Q3 2025
Reduced 51.22%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
155,439
shares
|
$12.4 Million
1.04% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
153,081
shares
|
$12.2 Million
2.13% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
152,444
shares
|
$12.2 Million
0.7% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
150,742
shares
|
$12.1 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
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
149,810
shares
|
$12 Million
4.8% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 03, 2025 Q3 2025 |
143,787
shares
|
$11.5 Million
4.68% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
143,057
shares
|
$11.4 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
139,740
shares
|
$11.2 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
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$10.9 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
134,568
shares
|
$10.8 Million
8.57% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
134,432
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2025
Added 12.97%
|