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 |
|---|---|---|---|---|---|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
2,804
shares
|
$227,600
0.06% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,776
shares
|
$225,327
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
2,721
shares
|
$220,863
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
2,716
shares
|
$220,457
0.06% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,682
shares
|
$217,697
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
2,681
shares
|
$217,616
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
2,680
shares
|
$217,535
0.09% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,675
shares
|
$217,129
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,664
shares
|
$216,236
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
2,602
shares
|
$211,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,598
shares
|
$210,879
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
2,545
shares
|
$206,577
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
2,525
shares
|
$204,954
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,520
shares
|
$204,548
0.02% of portfolio
|
Q3 2025
Added 78.72%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,499
shares
|
$202,843
0.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,489
shares
|
$202,032
0.02% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,486
shares
|
$201,788
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,477
shares
|
$201,058
0.0% of portfolio
|
Q3 2025
Added 362.13%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
2,431
shares
|
$197,324
0.0% of portfolio
|
Q4 2025
Reduced 12.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,320
shares
|
$188,314
0.0% of portfolio
|
Q3 2025
Reduced 33.03%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,308
shares
|
$187,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
2,298
shares
|
$186,528
0.01% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,277
shares
|
$184,824
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
2,239
shares
|
$181,739
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,070
shares
|
$168,021
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|