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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
23,090
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
22,941
shares
|
$1.86 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
22,080
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
22,060
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
21,911
shares
|
$1.78 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
21,903
shares
|
$1.78 Million
0.31% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
21,827
shares
|
$1.77 Million
0.37% of portfolio
|
Q2 2024
Added 29.81%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
21,703
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Added 51.14%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
21,575
shares
|
$1.75 Million
1.03% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
21,485
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
21,315
shares
|
$1.73 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,091
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
20,982
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
20,947
shares
|
$1.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
20,934
shares
|
$1.7 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
20,795
shares
|
$1.69 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
20,755
shares
|
$1.68 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
20,623
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
20,416
shares
|
$1.66 Million
1.13% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20,404
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
20,366
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
20,343
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2025
Added 26.06%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
20,091
shares
|
$1.63 Million
1.64% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
20,056
shares
|
$1.63 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
19,871
shares
|
$1.61 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.43%
|
|