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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
66,775
shares
|
$5.15 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$5.05 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
65,165
shares
|
$5.02 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
64,165
shares
|
$4.95 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
63,997
shares
|
$4.93 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
62,525
shares
|
$4.82 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
60,738
shares
|
$4.68 Million
0.83% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
60,391
shares
|
$4.66 Million
0.11% of portfolio
|
Q2 2025
Added 30.76%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
60,298
shares
|
$4.65 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
60,206
shares
|
$4.64 Million
1.29% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
59,892
shares
|
$4.62 Million
0.45% of portfolio
|
Q2 2025
Reduced 32.87%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
59,797
shares
|
$4.61 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
59,621
shares
|
$4.6 Million
0.29% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
59,570
shares
|
$4.59 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
57,599
shares
|
$4.44 Million
0.82% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
57,278
shares
|
$4.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
56,239
shares
|
$4.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
55,564
shares
|
$4.28 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
54,450
shares
|
$4.2 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
53,211
shares
|
$4.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
52,683
shares
|
$4.06 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,501
shares
|
$3.89 Million
0.14% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
50,465
shares
|
$3.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
49,962
shares
|
$3.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.31%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
49,508
shares
|
$3.82 Million
0.03% of portfolio
|
Q2 2025
Added 1.53%
|