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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
897,926
shares
|
$72.9 Million
4.39% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
895,149
shares
|
$72.7 Million
0.01% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
825,971
shares
|
$67 Million
12.91% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
774,963
shares
|
$62.9 Million
13.65% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
757,202
shares
|
$61.5 Million
14.13% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
749,054
shares
|
$60.8 Million
12.55% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
743,715
shares
|
$60.4 Million
0.16% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
725,924
shares
|
$58.9 Million
6.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
716,628
shares
|
$58.2 Million
2.65% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
700,721
shares
|
$56.9 Million
0.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
693,639
shares
|
$56.3 Million
9.47% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
669,240
shares
|
$54.3 Million
21.81% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
653,667
shares
|
$53.1 Million
0.06% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
645,453
shares
|
$52.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
632,373
shares
|
$51.3 Million
5.62% of portfolio
|
Q1 2023
Reduced 12.69%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
618,213
shares
|
$50.2 Million
11.92% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
613,240
shares
|
$49.8 Million
6.06% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
599,919
shares
|
$48.7 Million
0.03% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
598,318
shares
|
$48.6 Million
0.63% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
585,419
shares
|
$47.5 Million
11.07% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
535,588
shares
|
$43.5 Million
10.64% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
523,934
shares
|
$42.5 Million
2.6% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
472,826
shares
|
$38.4 Million
3.35% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
466,840
shares
|
$37.9 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
466,104
shares
|
$37.8 Million
8.12% of portfolio
|
Q3 2025
Added 18.66%
|
|