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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,777
shares
|
$883,981
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,645
shares
|
$874,073
0.23% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
11,390
shares
|
$854,933
0.0% of portfolio
|
Q4 2024
Added 34.82%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
11,140
shares
|
$836,168
0.17% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,129
shares
|
$835,342
0.01% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
11,078
shares
|
$831,514
0.09% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,027
shares
|
$827,686
0.05% of portfolio
|
Q1 2025
Added 1548.28%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,023
shares
|
$827,386
0.39% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
10,938
shares
|
$821,006
0.41% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
10,879
shares
|
$816,577
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
10,850
shares
|
$814,401
0.1% of portfolio
|
Q1 2025
Reduced 35.64%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
10,588
shares
|
$794,735
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
10,570
shares
|
$793,384
0.03% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
10,551
shares
|
$791,958
0.12% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
10,525
shares
|
$790,006
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
May 14, 2025 Q1 2025 |
10,500
shares
|
$788,130
0.57% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
10,446
shares
|
$784,076
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,381
shares
|
$779,197
0.15% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,348
shares
|
$776,720
0.06% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,240
shares
|
$768,614
0.02% of portfolio
|
Q1 2025
Added 8158.06%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
10,208
shares
|
$766,212
0.12% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,148
shares
|
$761,708
0.0% of portfolio
|
Q2 2025
Added 134.04%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
10,142
shares
|
$761,258
0.24% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
10,111
shares
|
$758,931
0.08% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10,004
shares
|
$750,900
0.03% of portfolio
|
Q1 2025
Reduced 11.71%
|