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 |
|---|---|---|---|---|---|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
3,292
shares
|
$247,097
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,286
shares
|
$246,647
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,284
shares
|
$246,497
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$240,192
0.07% of portfolio
|
Q1 2024
Reduced 84.16%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
3,177
shares
|
$238,465
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,162
shares
|
$237,339
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,123
shares
|
$234,412
0.01% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
3,030
shares
|
$227,431
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,001
shares
|
$225,255
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,000
shares
|
$225,180
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
2,988
shares
|
$224,279
0.09% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
2,763
shares
|
$207,390
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
2,721
shares
|
$204,238
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,575
shares
|
$193,279
0.0% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,563
shares
|
$192,378
0.02% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
2,548
shares
|
$191,252
0.01% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
2,499
shares
|
$187,574
0.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,486
shares
|
$186,599
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,354
shares
|
$176,691
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,335
shares
|
$175,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,308
shares
|
$173,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,276
shares
|
$170,836
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,210
shares
|
$165,882
0.06% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,199
shares
|
$165,056
0.14% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,116
shares
|
$158,826
0.0% of portfolio
|
Q1 2025
Reduced 22.09%
|