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 |
|---|---|---|---|---|---|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
16,685
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
16,670
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
16,553
shares
|
$1.34 Million
0.99% of portfolio
|
Q3 2025
Added 81.5%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
16,508
shares
|
$1.34 Million
0.87% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
16,392
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 34.95%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
16,324
shares
|
$1.33 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
16,321
shares
|
$1.32 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
16,233
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
16,089
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
15,839
shares
|
$1.29 Million
1.26% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
15,657
shares
|
$1.27 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
15,467
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
15,162
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
15,120
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
15,091
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
15,027
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
14,972
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
14,759
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
14,750
shares
|
$1.2 Million
0.67% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
14,546
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
14,486
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2023
Reduced 55.81%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
14,467
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
14,330
shares
|
$1.16 Million
0.43% of portfolio
|
Q3 2025
Added 379.59%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
14,196
shares
|
$1.15 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,128
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 40.34%
|
|