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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
822
shares
|
$66,721
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
813
shares
|
$65,991
0.0% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
780
shares
|
$63,312
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
764
shares
|
$62,013
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
748
shares
|
$60,715
0.02% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
740
shares
|
$60,065
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
609
shares
|
$49,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
584
shares
|
$47,403
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
570
shares
|
$46,266
0.0% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
552
shares
|
$44,805
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
538
shares
|
$43,669
0.03% of portfolio
|
Q3 2025
Reduced 54.83%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
500
shares
|
$40,585
0.01% of portfolio
|
Q2 2025
Reduced 73.47%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
500
shares
|
$40,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
490
shares
|
$39,773
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
483
shares
|
$39,205
0.01% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
480
shares
|
$38,961
0.01% of portfolio
|
Q1 2021
Reduced 35.74%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
480
shares
|
$38,961
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
470
shares
|
$38,149
0.01% of portfolio
|
Q1 2023
Reduced 9.96%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
451
shares
|
$36,607
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
437
shares
|
$35,471
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
421
shares
|
$34,172
0.01% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
392
shares
|
$31,818
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
360
shares
|
$29,221
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
355
shares
|
$28,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
341
shares
|
$27,678
0.02% of portfolio
|
Q3 2025
Reduced 12.11%
|
|