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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
798,657
shares
|
$59.9 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
797,627
shares
|
$59.9 Million
0.0% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
742,890
shares
|
$55.8 Million
11.08% of portfolio
|
Q1 2025
Added 22.93%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
739,692
shares
|
$55.5 Million
11.55% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
708,605
shares
|
$53.2 Million
5.76% of portfolio
|
Q1 2025
Reduced 52.31%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
685,690
shares
|
$51.5 Million
11.78% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
653,667
shares
|
$49.1 Million
0.06% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
652,736
shares
|
$49 Million
20.83% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
642,863
shares
|
$48.3 Million
2.43% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
632,373
shares
|
$47.5 Million
5.62% of portfolio
|
Q1 2023
Reduced 12.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
629,953
shares
|
$47.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
628,256
shares
|
$47.2 Million
9.22% of portfolio
|
Q1 2025
Reduced 38.58%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
623,645
shares
|
$46.8 Million
12.04% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
607,596
shares
|
$45.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
584,256
shares
|
$43.9 Million
11.13% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
579,968
shares
|
$43.5 Million
10.91% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
515,968
shares
|
$38.7 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
499,837
shares
|
$37.5 Million
0.55% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
499,820
shares
|
$37.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
475,661
shares
|
$35.7 Million
20.31% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
473,142
shares
|
$35.5 Million
2.57% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
456,756
shares
|
$34.3 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
438,237
shares
|
$32.9 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
431,593
shares
|
$32.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
424,904
shares
|
$31.9 Million
3.47% of portfolio
|
Q1 2025
Reduced 6.71%
|