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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
8,203
shares
|
$665,837
0.65% of portfolio
|
Q3 2025
Added 30.87%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
8,166
shares
|
$662,834
1.16% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,967
shares
|
$646,681
0.0% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
7,787
shares
|
$632,070
0.08% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
7,703
shares
|
$625,252
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
7,679
shares
|
$623,304
0.2% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,655
shares
|
$621,356
0.03% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
7,651
shares
|
$621,031
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
7,595
shares
|
$616,486
0.93% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
7,590
shares
|
$616,080
0.26% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$608,775
0.03% of portfolio
|
Q4 2022
Added 17.19%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,471
shares
|
$606,421
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
7,423
shares
|
$602,524
0.24% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,317
shares
|
$593,920
0.01% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,113
shares
|
$577,362
0.03% of portfolio
|
Q3 2025
Reduced 30.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
7,050
shares
|
$572,248
0.0% of portfolio
|
Q3 2025
Reduced 74.4%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,039
shares
|
$571,355
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
6,983
shares
|
$566,810
0.0% of portfolio
|
Q3 2025
Reduced 43.93%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
6,946
shares
|
$563,806
0.41% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
6,797
shares
|
$551,712
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Wiser Wealth Management, Inc
|
Oct 06, 2025 Q3 2025 |
6,775
shares
|
$549,926
0.13% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
6,587
shares
|
$534,666
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
6,587
shares
|
$534,666
0.11% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,572
shares
|
$533,449
0.2% of portfolio
|
Q3 2025
Reduced 0.32%
|
|