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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.59 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.38%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
31,493
shares
|
$2.56 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
31,434
shares
|
$2.55 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
31,197
shares
|
$2.53 Million
1.89% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
30,634
shares
|
$2.49 Million
0.71% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
30,619
shares
|
$2.49 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
30,605
shares
|
$2.48 Million
0.39% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
30,600
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
30,585
shares
|
$2.48 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
30,270
shares
|
$2.46 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
30,240
shares
|
$2.45 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
30,050
shares
|
$2.44 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
29,871
shares
|
$2.42 Million
1.77% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
29,801
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
29,621
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$2.38 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
28,982
shares
|
$2.35 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
28,620
shares
|
$2.32 Million
1.18% of portfolio
|
Q1 2022
Reduced 61.56%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
27,592
shares
|
$2.24 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
27,187
shares
|
$2.21 Million
0.16% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
26,863
shares
|
$2.18 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
26,830
shares
|
$2.18 Million
0.06% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
26,815
shares
|
$2.18 Million
1.81% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
26,723
shares
|
$2.17 Million
0.34% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,665
shares
|
$2.16 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|