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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$30.7 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
393,392
shares
|
$29.5 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$29.4 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
389,529
shares
|
$29.2 Million
0.29% of portfolio
|
Q1 2025
Added 1648.41%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
387,350
shares
|
$29.1 Million
2.02% of portfolio
|
Q1 2025
Added 62.19%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
383,651
shares
|
$28.8 Million
8.33% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
375,204
shares
|
$28.2 Million
3.97% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
375,152
shares
|
$28.2 Million
0.01% of portfolio
|
Q1 2025
Added 32.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
353,171
shares
|
$26.5 Million
0.24% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
351,250
shares
|
$26.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
341,551
shares
|
$25.6 Million
4.61% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
338,776
shares
|
$25.4 Million
0.49% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
328,368
shares
|
$24.6 Million
7.23% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
325,115
shares
|
$24.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
312,454
shares
|
$23.5 Million
2.19% of portfolio
|
Q2 2025
Reduced 68.63%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
309,185
shares
|
$23.2 Million
19.79% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
303,299
shares
|
$22.8 Million
6.35% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
294,699
shares
|
$22.1 Million
10.14% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
291,341
shares
|
$21.9 Million
8.47% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
285,342
shares
|
$21.4 Million
5.74% of portfolio
|
Q1 2025
New holding
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
284,750
shares
|
$21.4 Million
17.9% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
284,610
shares
|
$21.4 Million
0.06% of portfolio
|
Q1 2025
Added 55.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
281,017
shares
|
$21.1 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
280,766
shares
|
$21.1 Million
1.53% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
268,286
shares
|
$20.1 Million
0.0% of portfolio
|
Q1 2025
Added 24.54%
|