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 |
|---|---|---|---|---|---|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
5,231
shares
|
$392,638
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,204
shares
|
$390,612
0.12% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
5,201
shares
|
$390,387
0.32% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
5,106
shares
|
$383,256
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,095
shares
|
$382,430
0.05% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,092
shares
|
$382,205
0.07% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
F
|
May 14, 2025 Q1 2025 |
5,051
shares
|
$379,128
0.02% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,026
shares
|
$377,251
0.06% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
5,002
shares
|
$375,450
0.17% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
4,984
shares
|
$374,099
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,979
shares
|
$373,723
0.0% of portfolio
|
Q3 2022
Added 14.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,953
shares
|
$371,772
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,908
shares
|
$368,394
0.03% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,902
shares
|
$367,944
0.01% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
4,869
shares
|
$365,467
0.35% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,865
shares
|
$365,166
0.04% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,854
shares
|
$364,341
0.05% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,812
shares
|
$361,188
0.12% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
4,800
shares
|
$360,288
0.25% of portfolio
|
Q2 2022
Added 2.13%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,712
shares
|
$353,682
0.11% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,697
shares
|
$352,556
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,697
shares
|
$352,556
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
4,676
shares
|
$350,980
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,670
shares
|
$350,530
0.13% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
4,654
shares
|
$349,329
0.12% of portfolio
|
Q1 2025
Added 23.06%
|