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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,624
shares
|
$347,077
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,581
shares
|
$343,849
0.0% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
4,545
shares
|
$341,147
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
4,501
shares
|
$337,845
0.21% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,487
shares
|
$336,794
0.01% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
4,482
shares
|
$336,418
0.02% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,464
shares
|
$335,067
0.01% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,449
shares
|
$333,941
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
4,421
shares
|
$331,840
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,396
shares
|
$329,963
0.05% of portfolio
|
Q2 2023
Reduced 9.14%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
4,362
shares
|
$327,411
0.0% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,291
shares
|
$322,082
0.16% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
4,265
shares
|
$320,130
0.05% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
4,229
shares
|
$317,428
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,224
shares
|
$317,053
0.0% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
4,175
shares
|
$313,375
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
4,167
shares
|
$312,775
0.08% of portfolio
|
Q2 2025
Reduced 29.43%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
4,164
shares
|
$312,549
0.06% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,162
shares
|
$312,399
0.06% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
4,149
shares
|
$311,423
0.13% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,138
shares
|
$310,598
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,097
shares
|
$307,520
0.08% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,089
shares
|
$306,920
0.02% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
4,085
shares
|
$306,620
0.22% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,044
shares
|
$303,542
0.09% of portfolio
|
Q1 2025
Added 35.66%
|