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 758 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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$453,009
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
5,514
shares
|
$447,571
0.32% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
5,491
shares
|
$445,704
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
5,490
shares
|
$445,623
0.21% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,477
shares
|
$444,568
0.2% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,454
shares
|
$442,701
0.01% of portfolio
|
Q3 2025
Reduced 30.89%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
5,431
shares
|
$440,834
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
5,422
shares
|
$440,103
0.32% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
5,400
shares
|
$438,318
0.18% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
5,391
shares
|
$437,587
0.08% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
5,319
shares
|
$431,743
0.1% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
5,319
shares
|
$431,743
0.22% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,315
shares
|
$431,418
0.01% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,260
shares
|
$426,954
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,256
shares
|
$426,629
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
5,239
shares
|
$425,249
0.29% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
5,236
shares
|
$425,006
0.18% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
5,203
shares
|
$422,327
0.32% of portfolio
|
Q3 2025
Reduced 44.84%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
5,198
shares
|
$421,921
0.16% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
5,181
shares
|
$420,541
0.23% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
5,160
shares
|
$418,837
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,106
shares
|
$414,454
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,105
shares
|
$414,372
0.07% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,095
shares
|
$413,561
0.05% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,091
shares
|
$413,236
0.1% of portfolio
|
Q3 2025
New holding
|
|