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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,639
shares
|
$2.16 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,335
shares
|
$2.14 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
26,291
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Added 40.31%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
26,199
shares
|
$2.13 Million
0.76% of portfolio
|
Q3 2025
Added 27.12%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
25,499
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
25,474
shares
|
$2.07 Million
0.61% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
25,416
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
25,100
shares
|
$2.04 Million
0.53% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,951
shares
|
$2.03 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
24,793
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,784
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
24,767
shares
|
$2.01 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,434
shares
|
$1.98 Million
0.4% of portfolio
|
Q3 2023
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
24,410
shares
|
$1.98 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
24,178
shares
|
$1.96 Million
0.31% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
24,037
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
24,000
shares
|
$1.95 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
23,733
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
23,695
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2025
Added 92.17%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
23,603
shares
|
$1.92 Million
0.49% of portfolio
|
Q3 2025
Added 197.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
23,284
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,259
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Reduced 39.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,194
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
23,186
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
23,142
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|