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 |
|---|---|---|---|---|---|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
49,098
shares
|
$3.69 Million
3.29% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
48,760
shares
|
$3.66 Million
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
48,475
shares
|
$3.64 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
48,315
shares
|
$3.63 Million
5.41% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
48,064
shares
|
$3.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 58.73%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
47,486
shares
|
$3.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 61.08%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
46,184
shares
|
$3.47 Million
0.08% of portfolio
|
Q1 2025
Added 59.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
45,086
shares
|
$3.38 Million
0.03% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
44,962
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
44,873
shares
|
$3.37 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
44,667
shares
|
$3.35 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
44,228
shares
|
$3.32 Million
0.53% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,774
shares
|
$3.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
42,603
shares
|
$3.2 Million
0.07% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
42,351
shares
|
$3.18 Million
0.38% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
41,965
shares
|
$3.15 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
41,519
shares
|
$3.12 Million
2.22% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
41,315
shares
|
$3.1 Million
2.76% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,396
shares
|
$3.03 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,040
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
36,825
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
36,652
shares
|
$2.75 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
36,463
shares
|
$2.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
36,433
shares
|
$2.73 Million
1.19% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
35,951
shares
|
$2.7 Million
1.38% of portfolio
|
Q2 2023
Reduced 7.31%
|