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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
14,448
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
14,326
shares
|
$1.08 Million
0.48% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
14,196
shares
|
$1.07 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,929
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 801.55%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
13,911
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 21.94%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
13,809
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
13,628
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
13,584
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
13,572
shares
|
$1.02 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
13,567
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
13,530
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
13,488
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 106.08%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
13,154
shares
|
$987,339
0.61% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
12,825
shares
|
$962,644
0.18% of portfolio
|
Q1 2024
Added 24.03%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
12,705
shares
|
$953,637
0.31% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
12,562
shares
|
$942,903
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
12,509
shares
|
$938,925
0.35% of portfolio
|
Q2 2025
Added 77.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
12,455
shares
|
$934,872
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
12,339
shares
|
$926,165
0.12% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
12,287
shares
|
$922,262
0.0% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
12,252
shares
|
$919,635
0.24% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
12,069
shares
|
$905,899
0.05% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,933
shares
|
$895,690
0.03% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
11,886
shares
|
$892,163
0.12% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
11,849
shares
|
$889,385
0.23% of portfolio
|
Q1 2025
Added 55.42%
|