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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,434
shares
|
$1.83 Million
0.4% of portfolio
|
Q3 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
24,408
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
24,352
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
24,180
shares
|
$1.81 Million
0.11% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
23,948
shares
|
$1.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,238
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
23,178
shares
|
$1.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
23,021
shares
|
$1.73 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
22,973
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
22,884
shares
|
$1.72 Million
0.73% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
22,205
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
22,148
shares
|
$1.66 Million
0.4% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
21,974
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
21,930
shares
|
$1.65 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
21,911
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
21,827
shares
|
$1.64 Million
0.37% of portfolio
|
Q2 2024
Added 29.81%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,672
shares
|
$1.63 Million
0.55% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
21,620
shares
|
$1.62 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
21,588
shares
|
$1.62 Million
0.75% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
21,575
shares
|
$1.62 Million
0.98% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
21,263
shares
|
$1.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 48.06%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
21,165
shares
|
$1.59 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,091
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
20,940
shares
|
$1.57 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
20,623
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
New holding
|