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 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,704
shares
|
$787,673
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
9,663
shares
|
$784,345
0.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,584
shares
|
$777,933
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
9,573
shares
|
$777,040
0.16% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
9,571
shares
|
$776,878
0.26% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,560
shares
|
$775,985
0.06% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
9,525
shares
|
$773,144
0.36% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,311
shares
|
$755,773
0.01% of portfolio
|
Q3 2025
Added 101.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,300
shares
|
$754,881
0.0% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
9,178
shares
|
$744,978
0.16% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
9,108
shares
|
$739,296
0.45% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,068
shares
|
$736,049
0.14% of portfolio
|
Q2 2024
Added 364.99%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,059
shares
|
$735,319
0.01% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
9,030
shares
|
$732,965
0.08% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
8,944
shares
|
$725,984
0.29% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,860
shares
|
$719,166
0.47% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
8,805
shares
|
$714,701
0.06% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,795
shares
|
$713,890
0.01% of portfolio
|
Q3 2025
Added 34.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
8,737
shares
|
$709,182
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
8,736
shares
|
$709,101
0.05% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
8,715
shares
|
$707,396
0.15% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
8,666
shares
|
$703,419
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
8,610
shares
|
$698,873
0.38% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,460
shares
|
$686,698
0.02% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$681,422
0.57% of portfolio
|
Q4 2024
Reduced 67.32%
|
|