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 |
|---|---|---|---|---|---|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
17,621
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,473
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
17,427
shares
|
$1.31 Million
0.33% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,236
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2022
Reduced 9.81%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
17,154
shares
|
$1.29 Million
0.88% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
16,978
shares
|
$1.27 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
16,915
shares
|
$1.27 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,894
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
16,869
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2020
Reduced 56.53%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
16,846
shares
|
$1.26 Million
0.21% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,767
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
16,757
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
16,726
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 98.6%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
16,599
shares
|
$1.25 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
16,581
shares
|
$1.24 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
16,134
shares
|
$1.21 Million
0.41% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,903
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
15,693
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
15,390
shares
|
$1.16 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
15,336
shares
|
$1.15 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
15,080
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 78.1%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
14,853
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Added 150.35%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
14,648
shares
|
$1.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
14,546
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
14,486
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2023
Reduced 55.81%
|