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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
14,088
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Added 180.92%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
14,061
shares
|
$1.14 Million
0.44% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
13,940
shares
|
$1.13 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
13,924
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
13,788
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
13,684
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,594
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
13,483
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
13,404
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,243
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 159.11%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,192
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 73.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
13,183
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
13,154
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
13,134
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 38.56%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
13,107
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
12,562
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
12,506
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
12,322
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
12,188
shares
|
$989,299
0.25% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
12,098
shares
|
$981,994
0.36% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,999
shares
|
$973,958
0.0% of portfolio
|
Q3 2025
Added 55.65%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
11,935
shares
|
$968,763
0.25% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,777
shares
|
$955,939
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,645
shares
|
$945,224
0.23% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,584
shares
|
$940,273
0.04% of portfolio
|
Q3 2025
Added 22.7%
|
|