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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,069
shares
|
$155,299
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,973
shares
|
$148,093
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
1,953
shares
|
$146,592
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,885
shares
|
$141,488
0.05% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,792
shares
|
$134,507
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,789
shares
|
$134,282
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,760
shares
|
$132,105
0.05% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,756
shares
|
$131,805
0.01% of portfolio
|
Q3 2024
Added 40.93%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,739
shares
|
$130,529
0.05% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,576
shares
|
$118,294
0.0% of portfolio
|
Q2 2025
Added 61.48%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,566
shares
|
$117,543
0.0% of portfolio
|
Q4 2024
Added 132.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,529
shares
|
$114,766
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,507
shares
|
$113,115
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,423
shares
|
$106,810
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,410
shares
|
$105,834
0.01% of portfolio
|
Q1 2025
Added 140900.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,196
shares
|
$89,771
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,162
shares
|
$87,219
0.06% of portfolio
|
Q1 2025
Added 68.65%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,112
shares
|
$83,466
0.01% of portfolio
|
Q2 2024
Reduced 67.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,106
shares
|
$83,016
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,054
shares
|
$79,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,052
shares
|
$78,963
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,042
shares
|
$78,212
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,025
shares
|
$76,936
0.02% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
959
shares
|
$71,982
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
958
shares
|
$71,907
0.0% of portfolio
|
Q2 2025
Added 16.4%
|