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 759 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
41,519
shares
|
$3.37 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
|
$3.35 Million
2.76% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
40,671
shares
|
$3.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
40,638
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,396
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
39,720
shares
|
$3.22 Million
0.25% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
39,411
shares
|
$3.2 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
39,351
shares
|
$3.19 Million
0.77% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39,334
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
39,191
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2025
Added 67.09%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
38,036
shares
|
$3.09 Million
1.48% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
37,683
shares
|
$3.06 Million
0.43% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
36,900
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Added 158.04%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
35,951
shares
|
$2.92 Million
1.38% of portfolio
|
Q2 2023
Reduced 7.31%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
35,538
shares
|
$2.88 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
35,392
shares
|
$2.87 Million
0.62% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
34,930
shares
|
$2.84 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
34,584
shares
|
$2.81 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
33,304
shares
|
$2.7 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
33,140
shares
|
$2.69 Million
0.24% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
33,050
shares
|
$2.68 Million
0.21% of portfolio
|
Q2 2025
Added 359.28%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
33,040
shares
|
$2.68 Million
0.9% of portfolio
|
Q3 2025
Added 20.31%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
32,741
shares
|
$2.66 Million
0.42% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
32,187
shares
|
$2.61 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.61 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|