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 760 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
166
shares
|
$13,474
0.0% of portfolio
|
Q3 2025
Reduced 51.6%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
155
shares
|
$12,581
0.0% of portfolio
|
Q3 2025
Reduced 95.58%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
150
shares
|
$12,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
148
shares
|
$12,013
0.0% of portfolio
|
Q3 2025
Reduced 99.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
145
shares
|
$11,769
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
139
shares
|
$11,282
0.0% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
128
shares
|
$10,389
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
123
shares
|
$9,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
123
shares
|
$9,983
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
115
shares
|
$9,334
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
107
shares
|
$8,685
0.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
106
shares
|
$8,604
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
101
shares
|
$8,198
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
80
shares
|
$6,493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
74
shares
|
$6,006
0.0% of portfolio
|
Q4 2021
Reduced 29.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
69
shares
|
$5,600
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
69
shares
|
$5,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
55
shares
|
$4,464
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
54
shares
|
$4,383
0.0% of portfolio
|
Q2 2025
Reduced 78.74%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
54
shares
|
$4,383
0.0% of portfolio
|
Q1 2025
Reduced 78.74%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
50
shares
|
$4,058
0.0% of portfolio
|
Q3 2024
Reduced 81.34%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
47
shares
|
$3,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
30
shares
|
$2,435
0.0% of portfolio
|
Q4 2024
Added 36.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
27
shares
|
$2,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,785
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|