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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
88,357
shares
|
$6.81 Million
1.39% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
87,512
shares
|
$6.75 Million
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
87,290
shares
|
$6.73 Million
1.03% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
86,614
shares
|
$6.68 Million
3.92% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
85,838
shares
|
$6.62 Million
6.98% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
84,925
shares
|
$6.55 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
84,825
shares
|
$6.54 Million
0.17% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
84,183
shares
|
$6.49 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
83,987
shares
|
$6.48 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
83,292
shares
|
$6.42 Million
5.03% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
82,977
shares
|
$6.4 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
82,359
shares
|
$6.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
81,234
shares
|
$6.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
77,581
shares
|
$5.98 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
76,156
shares
|
$5.87 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
76,068
shares
|
$5.86 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
73,945
shares
|
$5.7 Million
0.88% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
73,062
shares
|
$5.63 Million
2.95% of portfolio
|
Q2 2025
Added 269.06%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
73,014
shares
|
$5.63 Million
6.1% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
72,716
shares
|
$5.61 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
69,993
shares
|
$5.4 Million
2.54% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
68,886
shares
|
$5.31 Million
2.4% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
68,000
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
67,545
shares
|
$5.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
67,459
shares
|
$5.2 Million
2.04% of portfolio
|
Q2 2025
Added 2.28%
|