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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
7,032
shares
|
$527,821
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
6,979
shares
|
$523,843
0.05% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
6,969
shares
|
$523,093
0.01% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
6,942
shares
|
$521,066
0.39% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,909
shares
|
$518,589
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
6,862
shares
|
$515,061
0.2% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
6,727
shares
|
$504,928
0.05% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
6,712
shares
|
$503,802
0.22% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
6,550
shares
|
$491,643
0.24% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
6,528
shares
|
$489,991
0.3% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
6,520
shares
|
$489,391
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,463
shares
|
$485,112
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,440
shares
|
$483,386
0.02% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,392
shares
|
$479,783
0.0% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6,390
shares
|
$479,633
0.32% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
6,297
shares
|
$472,652
0.02% of portfolio
|
Q1 2025
Reduced 45.38%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
6,213
shares
|
$466,347
0.08% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
6,166
shares
|
$462,819
0.32% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
6,157
shares
|
$462,144
0.16% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
6,116
shares
|
$459,066
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,111
shares
|
$458,691
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
5,994
shares
|
$449,909
0.2% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
5,983
shares
|
$449,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
5,939
shares
|
$445,781
0.25% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
5,936
shares
|
$445,556
0.04% of portfolio
|
Q1 2025
Reduced 12.53%
|