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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
9,931
shares
|
$745,420
0.34% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
9,842
shares
|
$738,740
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
9,720
shares
|
$729,583
0.17% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,707
shares
|
$728,607
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,702
shares
|
$728,232
0.03% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,622
shares
|
$722,227
0.04% of portfolio
|
Q1 2025
Reduced 24.53%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,607
shares
|
$721,101
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,560
shares
|
$717,573
0.06% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
9,531
shares
|
$715,396
0.05% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,441
shares
|
$708,641
0.03% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
9,432
shares
|
$707,965
0.57% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,409
shares
|
$706,239
0.0% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,068
shares
|
$680,644
0.47% of portfolio
|
Q1 2025
Reduced 48.91%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,068
shares
|
$680,644
0.14% of portfolio
|
Q2 2024
Added 364.99%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,060
shares
|
$680,043
0.09% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,049
shares
|
$679,217
0.07% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
9,046
shares
|
$678,992
0.33% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
9,010
shares
|
$676,290
0.25% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,000
shares
|
$675,540
0.0% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,918
shares
|
$669,385
0.01% of portfolio
|
Q1 2025
Reduced 25.95%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
8,805
shares
|
$660,903
0.06% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
8,730
shares
|
$655,273
0.02% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
8,717
shares
|
$654,298
0.43% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
8,666
shares
|
$650,469
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
8,548
shares
|
$641,612
0.02% of portfolio
|
Q1 2025
Reduced 32.97%
|