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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$2.2 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
28,784
shares
|
$2.16 Million
0.42% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
28,620
shares
|
$2.15 Million
1.18% of portfolio
|
Q1 2022
Reduced 61.56%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
28,387
shares
|
$2.13 Million
0.39% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
28,098
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 278.53%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
27,971
shares
|
$2.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
27,738
shares
|
$2.08 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
27,463
shares
|
$2.06 Million
0.77% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
27,437
shares
|
$2.06 Million
0.12% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
27,352
shares
|
$2.05 Million
0.05% of portfolio
|
Q1 2025
Added 26.77%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
26,844
shares
|
$2.01 Million
0.03% of portfolio
|
Q1 2025
Added 22.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,665
shares
|
$2 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,639
shares
|
$2 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26,600
shares
|
$2 Million
0.34% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
26,553
shares
|
$1.99 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
26,437
shares
|
$1.98 Million
0.36% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,335
shares
|
$1.98 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
25,680
shares
|
$1.93 Million
0.22% of portfolio
|
Q1 2025
Added 37.98%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
25,622
shares
|
$1.92 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
25,254
shares
|
$1.9 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
25,090
shares
|
$1.88 Million
0.47% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
25,000
shares
|
$1.88 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,951
shares
|
$1.87 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
24,819
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
24,542
shares
|
$1.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.94%
|