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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
48,959
shares
|
$3.77 Million
0.04% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
48,475
shares
|
$3.74 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
46,953
shares
|
$3.62 Million
0.02% of portfolio
|
Q2 2025
Added 46.21%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
46,845
shares
|
$3.61 Million
0.19% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
46,547
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
46,394
shares
|
$3.58 Million
0.36% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
45,777
shares
|
$3.53 Million
0.54% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
45,102
shares
|
$3.48 Million
0.64% of portfolio
|
Q2 2025
Added 983.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
44,296
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
43,920
shares
|
$3.39 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
43,499
shares
|
$3.35 Million
1.67% of portfolio
|
Q2 2025
Reduced 76.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
42,875
shares
|
$3.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,774
shares
|
$3.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
42,603
shares
|
$3.28 Million
0.07% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
42,351
shares
|
$3.27 Million
0.38% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
41,519
shares
|
$3.2 Million
2.22% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
41,315
shares
|
$3.19 Million
2.76% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
41,241
shares
|
$3.18 Million
1.52% of portfolio
|
Q2 2025
Reduced 76.61%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,885
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
40,698
shares
|
$3.14 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,396
shares
|
$3.11 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
39,576
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 40.85%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
38,727
shares
|
$2.99 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
37,153
shares
|
$2.86 Million
0.12% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
36,138
shares
|
$2.79 Million
0.69% of portfolio
|
Q2 2025
Added 8.79%
|