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 |
|---|---|---|---|---|---|
|
Mosaic Advisors LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
19,863
shares
|
$1.61 Million
3.97% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
19,827
shares
|
$1.61 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
19,511
shares
|
$1.58 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
19,448
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
19,350
shares
|
$1.57 Million
0.26% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,228
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2020
Added 4.84%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
19,177
shares
|
$1.56 Million
0.88% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
18,963
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
18,923
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
18,376
shares
|
$1.49 Million
0.58% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,017
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2023
Added 26.2%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
17,970
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
17,748
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
17,655
shares
|
$1.43 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
17,580
shares
|
$1.43 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
17,444
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
17,293
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,250
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
16,870
shares
|
$1.37 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
16,869
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2020
Reduced 56.53%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
16,804
shares
|
$1.36 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,767
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,754
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Added 73.19%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
16,726
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 98.6%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
16,715
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.01%
|
|