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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
940
shares
|
$70,556
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$67,554
0.0% of portfolio
|
Q4 2017
Added 500.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
827
shares
|
$62,074
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
778
shares
|
$58,396
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
764
shares
|
$57,345
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
763
shares
|
$57,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
760
shares
|
$57,045
0.02% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
740
shares
|
$55,544
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
707
shares
|
$53,067
0.0% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
641
shares
|
$48,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
584
shares
|
$43,835
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
576
shares
|
$43,234
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
569
shares
|
$42,709
0.01% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
552
shares
|
$41,433
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
536
shares
|
$40,232
0.0% of portfolio
|
Q1 2025
Reduced 57.02%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
507
shares
|
$38,055
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$37,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
487
shares
|
$36,554
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
483
shares
|
$36,253
0.01% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
480
shares
|
$36,028
0.01% of portfolio
|
Q1 2021
Reduced 35.74%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
480
shares
|
$36,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
480
shares
|
$36,028
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
475
shares
|
$35,653
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
470
shares
|
$35,278
0.01% of portfolio
|
Q1 2023
Reduced 9.96%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
437
shares
|
$32,801
0.01% of portfolio
|
Q1 2024
New holding
|