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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,341
shares
|
$271,188
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
3,300
shares
|
$267,861
0.08% of portfolio
|
Q4 2025
Added 24.67%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,286
shares
|
$266,724
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
3,278
shares
|
$266,075
0.08% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
3,255
shares
|
$264,208
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
3,255
shares
|
$264,208
0.0% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,234
shares
|
$262,503
0.18% of portfolio
|
Q2 2025
Reduced 56.46%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,228
shares
|
$262,016
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$259,744
0.07% of portfolio
|
Q1 2024
Reduced 84.16%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
3,197
shares
|
$259,500
0.07% of portfolio
|
Q4 2025
Reduced 14.08%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,180
shares
|
$258,120
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
3,177
shares
|
$257,877
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,128
shares
|
$253,899
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,042
shares
|
$246,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,030
shares
|
$245,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
3,027
shares
|
$245,701
0.04% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
3,020
shares
|
$245,133
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$243,510
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
2,927
shares
|
$237,584
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
2,926
shares
|
$237,503
0.11% of portfolio
|
Q4 2025
Reduced 15.07%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
2,890
shares
|
$234,581
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,880
shares
|
$233,769
0.03% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,856
shares
|
$231,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
2,838
shares
|
$230,360
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,821
shares
|
$228,980
0.0% of portfolio
|
Q3 2025
New holding
|
|