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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$20.1 Million
9.68% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
266,548
shares
|
$20 Million
0.97% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
259,065
shares
|
$19.4 Million
3.33% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
258,412
shares
|
$19.4 Million
9.53% of portfolio
|
Q1 2025
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
257,445
shares
|
$19.3 Million
7.75% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
256,193
shares
|
$19.2 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
254,583
shares
|
$19.1 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
249,215
shares
|
$18.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
247,385
shares
|
$18.6 Million
8.5% of portfolio
|
Q1 2025
Reduced 55.95%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
237,450
shares
|
$17.8 Million
4.11% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
237,082
shares
|
$17.8 Million
1.05% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
224,818
shares
|
$16.9 Million
0.34% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
223,257
shares
|
$16.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$16.3 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
212,412
shares
|
$15.9 Million
2.18% of portfolio
|
Q1 2025
Added 166.42%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
209,076
shares
|
$15.7 Million
7.6% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
202,949
shares
|
$15.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
199,805
shares
|
$15 Million
0.36% of portfolio
|
Q1 2025
Added 37.61%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
199,721
shares
|
$15 Million
9.85% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
199,057
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
198,046
shares
|
$14.9 Million
13.25% of portfolio
|
Q2 2025
Added 61.29%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
196,626
shares
|
$14.8 Million
5.37% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
192,031
shares
|
$14.4 Million
1.88% of portfolio
|
Q1 2025
Added 463.82%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
188,692
shares
|
$14.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
183,644
shares
|
$13.8 Million
7.73% of portfolio
|
Q1 2025
Added 5.25%
|