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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
131,484
shares
|
$10.5 Million
5.16% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
131,186
shares
|
$10.5 Million
1.12% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
129,749
shares
|
$10.4 Million
2.75% of portfolio
|
Q3 2025
Reduced 39.55%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$10.3 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
127,843
shares
|
$10.2 Million
2.84% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
126,193
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
126,033
shares
|
$10.1 Million
0.58% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
125,108
shares
|
$10 Million
6.5% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
122,423
shares
|
$9.79 Million
2.39% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
120,213
shares
|
$9.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
113,557
shares
|
$9.08 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
109,966
shares
|
$8.79 Million
0.79% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
106,657
shares
|
$8.53 Million
0.27% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
105,733
shares
|
$8.45 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
102,657
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
102,545
shares
|
$8.2 Million
1.29% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
99,030
shares
|
$7.92 Million
0.01% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
98,980
shares
|
$7.91 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
98,243
shares
|
$7.85 Million
2.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
97,848
shares
|
$7.82 Million
1.64% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
97,009
shares
|
$7.75 Million
5.18% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
96,288
shares
|
$7.7 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
|
$7.59 Million
3.2% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
94,513
shares
|
$7.56 Million
2.81% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
93,964
shares
|
$7.51 Million
3.63% of portfolio
|
Q3 2025
Added 4.6%
|