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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
131,545
shares
|
$10.1 Million
5.24% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$9.93 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
126,726
shares
|
$9.77 Million
2.47% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
126,193
shares
|
$9.73 Million
0.0% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
126,033
shares
|
$9.72 Million
0.58% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
125,108
shares
|
$9.65 Million
6.5% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
120,213
shares
|
$9.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
119,167
shares
|
$9.19 Million
2.34% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
118,999
shares
|
$9.17 Million
0.23% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
115,326
shares
|
$8.89 Million
0.01% of portfolio
|
Q2 2025
Added 85.9%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
109,966
shares
|
$8.48 Million
0.79% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
106,657
shares
|
$8.22 Million
0.27% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
105,733
shares
|
$8.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
102,689
shares
|
$7.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
102,545
shares
|
$7.91 Million
1.29% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
99,030
shares
|
$7.64 Million
0.01% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
98,980
shares
|
$7.63 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
98,243
shares
|
$7.57 Million
2.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
96,527
shares
|
$7.44 Million
1.59% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
96,288
shares
|
$7.42 Million
3.29% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
94,934
shares
|
$7.32 Million
3.2% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
94,513
shares
|
$7.29 Million
2.74% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
94,512
shares
|
$7.29 Million
4.94% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
89,836
shares
|
$6.93 Million
3.52% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
89,290
shares
|
$6.88 Million
0.8% of portfolio
|
Q2 2025
Added 2.44%
|