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 |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,826
shares
|
$310,556
0.18% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Efficient Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,821
shares
|
$310,150
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
3,821
shares
|
$310,150
0.19% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,819
shares
|
$309,988
0.02% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
3,764
shares
|
$305,523
0.04% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,733
shares
|
$303,007
0.03% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,722
shares
|
$302,114
0.01% of portfolio
|
Q3 2025
Added 59.4%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
3,687
shares
|
$299,273
0.19% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,672
shares
|
$298,056
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
3,659
shares
|
$297,001
0.17% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,630
shares
|
$294,647
0.0% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,610
shares
|
$293,023
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
3,606
shares
|
$292,699
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
3,596
shares
|
$291,887
0.04% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
3,592
shares
|
$291,562
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
3,586
shares
|
$291,075
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
3,582
shares
|
$290,750
0.01% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
3,580
shares
|
$290,588
0.04% of portfolio
|
Q4 2025
Added 30.47%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
3,525
shares
|
$286,124
0.01% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
3,515
shares
|
$285,312
0.06% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
3,512
shares
|
$285,069
0.11% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,510
shares
|
$284,906
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
3,439
shares
|
$279,143
0.04% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,435
shares
|
$278,818
0.12% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
3,416
shares
|
$277,276
0.08% of portfolio
|
Q4 2025
Reduced 3.56%
|
|