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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
5,927
shares
|
$444,880
0.04% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
5,865
shares
|
$440,226
0.03% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
5,852
shares
|
$439,251
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
5,817
shares
|
$436,624
0.19% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
5,785
shares
|
$434,222
0.09% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,784
shares
|
$434,147
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
5,770
shares
|
$433,096
12.34% of portfolio
|
Q1 2023
Reduced 97.86%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
5,714
shares
|
$428,892
0.32% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
5,669
shares
|
$425,515
0.22% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,653
shares
|
$424,314
0.16% of portfolio
|
Q1 2025
Reduced 19.6%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
5,626
shares
|
$422,287
0.21% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,590
shares
|
$419,585
0.2% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
5,565
shares
|
$417,708
0.08% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
5,537
shares
|
$415,607
0.34% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,520
shares
|
$414,331
0.04% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,512
shares
|
$413,730
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
5,491
shares
|
$412,154
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
5,430
shares
|
$407,575
0.23% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,422
shares
|
$406,975
0.05% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
5,340
shares
|
$400,820
0.38% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,337
shares
|
$400,595
0.03% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,301
shares
|
$397,893
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,301
shares
|
$397,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
5,256
shares
|
$394,515
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,251
shares
|
$394,140
0.01% of portfolio
|
Q1 2025
Reduced 8.63%
|