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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
325
shares
|
$26,380
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
323
shares
|
$26,217
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
321
shares
|
$26,055
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310
shares
|
$25,162
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
304
shares
|
$24,675
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
289
shares
|
$23,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
276
shares
|
$22,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
271
shares
|
$21,997
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
262
shares
|
$21,266
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
262
shares
|
$21,266
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
262
shares
|
$21,266
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
242
shares
|
$19,643
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
239
shares
|
$19,399
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
236
shares
|
$19,156
0.0% of portfolio
|
Q1 2025
Added 555.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
231
shares
|
$18,750
0.01% of portfolio
|
Q4 2024
Reduced 76.23%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
213
shares
|
$17,289
0.0% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
212
shares
|
$17,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
205
shares
|
$16,639
0.01% of portfolio
|
Q3 2025
Reduced 56.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
198
shares
|
$16,071
0.0% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
196
shares
|
$15,909
0.0% of portfolio
|
Q3 2024
Added 122.73%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
194
shares
|
$15,746
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
192
shares
|
$15,584
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
173
shares
|
$14,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
167
shares
|
$13,555
0.0% of portfolio
|
Q4 2023
Reduced 99.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
166
shares
|
$13,474
0.0% of portfolio
|
Q3 2025
Reduced 51.6%
|
|