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 708 institutions that hold shares in the stock, with a total of 93 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
35,886
shares
|
$2.69 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
35,840
shares
|
$2.69 Million
0.82% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
35,272
shares
|
$2.65 Million
0.67% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
34,210
shares
|
$2.57 Million
0.58% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
33,451
shares
|
$2.51 Million
1.57% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
33,218
shares
|
$2.49 Million
0.37% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
33,050
shares
|
$2.48 Million
0.14% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
33,022
shares
|
$2.48 Million
0.34% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
32,785
shares
|
$2.46 Million
0.18% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
32,515
shares
|
$2.44 Million
1.87% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.41 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
32,114
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.39 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.38%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
31,702
shares
|
$2.38 Million
0.23% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
31,571
shares
|
$2.37 Million
2.82% of portfolio
|
Q1 2025
Reduced 86.05%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
31,550
shares
|
$2.37 Million
0.21% of portfolio
|
Q1 2025
Added 314.21%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
31,369
shares
|
$2.35 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
31,327
shares
|
$2.35 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
31,048
shares
|
$2.33 Million
1.8% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30,717
shares
|
$2.31 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
30,634
shares
|
$2.3 Million
0.71% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
30,474
shares
|
$2.29 Million
0.4% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
29,943
shares
|
$2.25 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
29,914
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
29,557
shares
|
$2.22 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.7%
|