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 760 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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
11,451
shares
|
$929,477
0.11% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,434
shares
|
$928,097
0.05% of portfolio
|
Q3 2025
Added 115.41%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
11,190
shares
|
$908,292
0.16% of portfolio
|
Q3 2025
Added 228.06%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
11,156
shares
|
$905,532
0.07% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
11,095
shares
|
$900,581
0.01% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,033
shares
|
$895,548
0.0% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,933
shares
|
$887,431
0.03% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
10,879
shares
|
$883,048
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
10,851
shares
|
$880,775
0.03% of portfolio
|
Q4 2025
Reduced 28.23%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
10,774
shares
|
$874,525
0.03% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
10,525
shares
|
$854,314
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
10,501
shares
|
$852,366
0.16% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Oct 09, 2025 Q3 2025 |
10,500
shares
|
$852,285
0.6% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
10,455
shares
|
$848,632
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
10,446
shares
|
$847,901
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
10,381
shares
|
$842,625
0.15% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,348
shares
|
$839,947
0.06% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
10,275
shares
|
$834,021
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
10,142
shares
|
$823,226
0.24% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,117
shares
|
$821,196
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
9,934
shares
|
$806,342
0.38% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
9,917
shares
|
$804,962
0.08% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
9,842
shares
|
$798,875
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,729
shares
|
$789,702
0.09% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
9,722
shares
|
$789,134
0.01% of portfolio
|
Q3 2025
Added 16.56%
|
|