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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
183,232
shares
|
$13.8 Million
1.89% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
182,023
shares
|
$13.7 Million
11.51% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
176,319
shares
|
$13.2 Million
5.93% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
173,751
shares
|
$13 Million
11.51% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
172,925
shares
|
$13 Million
0.39% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
171,650
shares
|
$12.9 Million
4.67% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
169,776
shares
|
$12.7 Million
2.01% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
169,431
shares
|
$12.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
163,400
shares
|
$12.3 Million
2.22% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
162,000
shares
|
$12.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 28.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
160,254
shares
|
$12 Million
0.83% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
154,654
shares
|
$11.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
152,659
shares
|
$11.5 Million
1.01% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
152,376
shares
|
$11.4 Million
4.8% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
150,871
shares
|
$11.3 Million
4.96% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
149,340
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
147,460
shares
|
$11.1 Million
3.12% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
147,130
shares
|
$11 Million
1.25% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
144,102
shares
|
$10.8 Million
2.19% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
141,988
shares
|
$10.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
139,136
shares
|
$10.4 Million
4.64% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
137,627
shares
|
$10.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$10.2 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
136,146
shares
|
$10.2 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
135,175
shares
|
$10.1 Million
1.47% of portfolio
|
Q1 2025
Added 100.65%
|