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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
66,775
shares
|
$5.01 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
66,775
shares
|
$5.01 Million
1.51% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
66,033
shares
|
$4.96 Million
0.88% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
65,612
shares
|
$4.92 Million
1.55% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$4.91 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
65,378
shares
|
$4.91 Million
1.97% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
63,997
shares
|
$4.8 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
63,391
shares
|
$4.76 Million
0.14% of portfolio
|
Q1 2025
Reduced 46.25%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
62,525
shares
|
$4.69 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
62,038
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
60,298
shares
|
$4.53 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
59,797
shares
|
$4.49 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
59,570
shares
|
$4.47 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
57,684
shares
|
$4.33 Million
0.12% of portfolio
|
Q1 2025
Reduced 26.33%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
57,682
shares
|
$4.33 Million
0.33% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
57,599
shares
|
$4.32 Million
0.82% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
57,115
shares
|
$4.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
56,190
shares
|
$4.22 Million
0.28% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
56,154
shares
|
$4.21 Million
1.25% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
55,022
shares
|
$4.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
54,450
shares
|
$4.09 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
53,211
shares
|
$3.99 Million
0.47% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
53,158
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,501
shares
|
$3.79 Million
0.14% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
50,465
shares
|
$3.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.93%
|