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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
175
shares
|
$13,135
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
167
shares
|
$12,535
0.0% of portfolio
|
Q4 2023
Reduced 99.94%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
166
shares
|
$12,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
139
shares
|
$10,433
0.0% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
123
shares
|
$9,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
123
shares
|
$9,232
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
107
shares
|
$8,031
0.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
107
shares
|
$8,031
0.0% of portfolio
|
Q1 2023
Added 2040.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
106
shares
|
$7,956
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
101
shares
|
$7,581
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
85
shares
|
$6,380
0.0% of portfolio
|
Q1 2025
Reduced 69.09%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
80
shares
|
$6,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
74
shares
|
$5,554
0.0% of portfolio
|
Q4 2021
Reduced 29.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
68
shares
|
$5,104
0.0% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
56
shares
|
$4,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
54
shares
|
$4,053
0.0% of portfolio
|
Q1 2025
Reduced 78.74%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
53
shares
|
$3,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$3,753
0.0% of portfolio
|
Q3 2024
Reduced 81.34%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
47
shares
|
$3,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
41
shares
|
$3,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
40
shares
|
$3,002
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
34
shares
|
$2,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
24
shares
|
$1,801
0.0% of portfolio
|
Q1 2025
Reduced 84.31%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
21
shares
|
$1,576
0.0% of portfolio
|
Q4 2024
Reduced 34.38%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
15
shares
|
$1,125
0.0% of portfolio
|
Q4 2024
New holding
|