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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
408
shares
|
$30,624
0.01% of portfolio
|
Q1 2025
Added 32.9%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
392
shares
|
$29,423
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
376
shares
|
$28,222
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
376
shares
|
$28,222
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
355
shares
|
$26,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
354
shares
|
$26,571
0.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
327
shares
|
$24,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
325
shares
|
$24,394
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
321
shares
|
$24,094
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310
shares
|
$23,268
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
304
shares
|
$22,818
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
271
shares
|
$20,341
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
262
shares
|
$19,665
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
262
shares
|
$19,665
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
262
shares
|
$19,665
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
255
shares
|
$19,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
254
shares
|
$19,065
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
241
shares
|
$18,089
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
239
shares
|
$17,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
236
shares
|
$17,714
0.0% of portfolio
|
Q1 2025
Added 555.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
231
shares
|
$17,338
0.01% of portfolio
|
Q4 2024
Reduced 76.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
230
shares
|
$17,263
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
213
shares
|
$15,987
0.01% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
212
shares
|
$15,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
196
shares
|
$14,711
0.0% of portfolio
|
Q3 2024
Added 122.73%
|