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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
20,614
shares
|
$1.55 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
20,446
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2025
Added 84.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
20,245
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
20,211
shares
|
$1.52 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
20,119
shares
|
$1.51 Million
0.63% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
20,049
shares
|
$1.5 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
19,863
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
19,797
shares
|
$1.49 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
19,756
shares
|
$1.48 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
19,630
shares
|
$1.47 Million
0.4% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
19,598
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
19,557
shares
|
$1.47 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,228
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2020
Added 4.84%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
19,225
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
19,214
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2024
Reduced 42.29%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
18,900
shares
|
$1.42 Million
0.8% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
18,806
shares
|
$1.41 Million
0.21% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
18,750
shares
|
$1.41 Million
1.55% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
18,551
shares
|
$1.39 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
18,174
shares
|
$1.36 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,017
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2023
Added 26.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
17,928
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
17,861
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,688
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
17,654
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|