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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
132,865
shares
|
$9.97 Million
5.15% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
132,681
shares
|
$9.96 Million
8.46% of portfolio
|
Q1 2025
Added 41.84%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$9.67 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
125,713
shares
|
$9.44 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
122,975
shares
|
$9.23 Million
6.53% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
121,967
shares
|
$9.15 Million
0.57% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
119,167
shares
|
$8.94 Million
2.34% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
117,908
shares
|
$8.85 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
108,428
shares
|
$8.14 Million
0.1% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
104,765
shares
|
$7.86 Million
0.07% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
104,581
shares
|
$7.85 Million
0.22% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
102,953
shares
|
$7.73 Million
0.0% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
102,689
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
101,000
shares
|
$7.58 Million
1.31% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
98,243
shares
|
$7.37 Million
2.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
96,527
shares
|
$7.25 Million
1.59% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
95,550
shares
|
$7.17 Million
1.16% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
95,512
shares
|
$7.17 Million
3.2% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
94,513
shares
|
$7.09 Million
2.74% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
93,080
shares
|
$6.99 Million
0.01% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
92,795
shares
|
$6.97 Million
4.85% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
91,718
shares
|
$6.88 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
90,119
shares
|
$6.76 Million
0.23% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
89,836
shares
|
$6.74 Million
3.52% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
89,221
shares
|
$6.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 38.49%
|