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 |
|---|---|---|---|---|---|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$5.23 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
65,165
shares
|
$5.21 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
64,872
shares
|
$5.19 Million
2.31% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
64,292
shares
|
$5.14 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
64,165
shares
|
$5.13 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
63,997
shares
|
$5.12 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
62,525
shares
|
$5 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
61,624
shares
|
$4.93 Million
0.48% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
61,559
shares
|
$4.92 Million
0.46% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
60,883
shares
|
$4.87 Million
1.27% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
60,738
shares
|
$4.86 Million
0.83% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
60,391
shares
|
$4.83 Million
0.11% of portfolio
|
Q2 2025
Added 30.76%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
59,892
shares
|
$4.79 Million
0.45% of portfolio
|
Q2 2025
Reduced 32.87%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
59,621
shares
|
$4.77 Million
0.29% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
58,769
shares
|
$4.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
57,664
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
57,278
shares
|
$4.58 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
56,239
shares
|
$4.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
55,037
shares
|
$4.4 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
53,561
shares
|
$4.28 Million
0.76% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
52,683
shares
|
$4.21 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
51,947
shares
|
$4.15 Million
0.0% of portfolio
|
Q3 2025
Added 31.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,501
shares
|
$4.04 Million
0.14% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
49,508
shares
|
$3.96 Million
0.03% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
49,464
shares
|
$3.95 Million
0.84% of portfolio
|
Q3 2025
Reduced 9.16%
|