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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,064
shares
|
$411,044
0.02% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,014
shares
|
$406,986
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
4,990
shares
|
$405,038
0.13% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
4,984
shares
|
$404,551
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,979
shares
|
$404,145
0.0% of portfolio
|
Q3 2022
Added 14.22%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
4,978
shares
|
$404,064
0.22% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,953
shares
|
$402,035
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
4,944
shares
|
$401,304
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
4,904
shares
|
$398,057
0.34% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,870
shares
|
$395,297
0.12% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,866
shares
|
$394,973
0.01% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,800
shares
|
$389,616
0.25% of portfolio
|
Q2 2022
Added 2.13%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
4,729
shares
|
$383,852
0.12% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,712
shares
|
$382,473
0.11% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,697
shares
|
$381,255
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,697
shares
|
$381,255
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,688
shares
|
$380,524
0.04% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,686
shares
|
$380,362
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
4,677
shares
|
$379,632
0.12% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,676
shares
|
$379,550
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
4,628
shares
|
$375,654
0.24% of portfolio
|
Q4 2025
Reduced 71.97%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
4,606
shares
|
$373,869
0.21% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,571
shares
|
$371,028
0.01% of portfolio
|
Q3 2025
Reduced 51.13%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,553
shares
|
$369,567
0.02% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,545
shares
|
$368,917
0.21% of portfolio
|
Q2 2025
Added 0.49%
|
|