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 721 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,123,840
shares
|
$626 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,205,861
shares
|
$247 Million
0.85% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,970,972
shares
|
$229 Million
0.19% of portfolio
|
Q2 2025
Added 63.89%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,879,644
shares
|
$222 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,741,138
shares
|
$211 Million
2.9% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,603,310
shares
|
$201 Million
4.66% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,397,566
shares
|
$185 Million
1.21% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,962,221
shares
|
$151 Million
0.26% of portfolio
|
Q2 2025
Added 24.33%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,916,040
shares
|
$148 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,610,303
shares
|
$124 Million
21.19% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,598,745
shares
|
$123 Million
3.17% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,579,615
shares
|
$122 Million
28.06% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
1,547,892
shares
|
$119 Million
11.83% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,374,427
shares
|
$106 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,321,692
shares
|
$102 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,266,758
shares
|
$97.7 Million
0.21% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,151,682
shares
|
$88.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
1,108,787
shares
|
$85.5 Million
5.47% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,105,765
shares
|
$85.3 Million
7.94% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,016,466
shares
|
$78.4 Million
9.07% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
988,681
shares
|
$76.2 Million
7.94% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
968,454
shares
|
$74.7 Million
36.16% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
921,565
shares
|
$71.1 Million
0.34% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
920,073
shares
|
$70.9 Million
14.14% of portfolio
|
Q2 2025
Added 46.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
856,384
shares
|
$66 Million
0.0% of portfolio
|
Q2 2025
Added 7.37%
|