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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,969
shares
|
$297,913
0.09% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
3,931
shares
|
$295,060
0.04% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
3,848
shares
|
$288,830
0.12% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
3,821
shares
|
$286,804
0.19% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,819
shares
|
$286,654
0.02% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,745
shares
|
$281,099
0.05% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,730
shares
|
$279,973
0.19% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
3,687
shares
|
$276,746
0.19% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,672
shares
|
$275,620
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,610
shares
|
$270,966
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,606
shares
|
$270,666
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,596
shares
|
$269,915
0.04% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,592
shares
|
$269,615
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
3,510
shares
|
$263,460
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,510
shares
|
$263,460
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
3,504
shares
|
$263,010
0.05% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
3,503
shares
|
$262,935
0.07% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
3,480
shares
|
$261,208
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,476
shares
|
$260,908
0.01% of portfolio
|
Q1 2025
Reduced 84.01%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
3,445
shares
|
$258,581
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,439
shares
|
$258,131
0.12% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,419
shares
|
$256,630
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,385
shares
|
$254,078
0.02% of portfolio
|
Q1 2025
Reduced 24.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
3,340
shares
|
$250,700
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,338
shares
|
$250,550
0.04% of portfolio
|
Q2 2025
Added 0.03%
|