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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
88,164
shares
|
$6.62 Million
0.62% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
87,512
shares
|
$6.57 Million
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
87,163
shares
|
$6.54 Million
0.76% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
85,838
shares
|
$6.44 Million
6.98% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
84,925
shares
|
$6.37 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
84,001
shares
|
$6.31 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
82,983
shares
|
$6.23 Million
2.91% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
82,187
shares
|
$6.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
81,597
shares
|
$6.12 Million
4.64% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
81,203
shares
|
$6.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
80,624
shares
|
$6.05 Million
0.23% of portfolio
|
Q1 2025
Added 399.22%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
79,508
shares
|
$5.97 Million
0.7% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
79,179
shares
|
$5.94 Million
0.4% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
79,069
shares
|
$5.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
77,668
shares
|
$5.83 Million
3.77% of portfolio
|
Q1 2025
Reduced 52.22%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
77,581
shares
|
$5.82 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
76,883
shares
|
$5.77 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
75,946
shares
|
$5.7 Million
0.0% of portfolio
|
Q1 2025
Added 1872.62%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
73,487
shares
|
$5.52 Million
0.92% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
72,716
shares
|
$5.46 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
70,528
shares
|
$5.29 Million
2.66% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
68,640
shares
|
$5.15 Million
0.01% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
68,617
shares
|
$5.15 Million
5.74% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
68,385
shares
|
$5.13 Million
2.37% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
67,459
shares
|
$5.06 Million
2.04% of portfolio
|
Q2 2025
Added 2.28%
|