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 759 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
428,917
shares
|
$34.8 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
425,326
shares
|
$34.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
417,729
shares
|
$33.9 Million
19.41% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
417,045
shares
|
$33.9 Million
0.89% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
413,575
shares
|
$33.6 Million
3.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$33.2 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$31.8 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
384,490
shares
|
$31.2 Million
0.54% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
380,524
shares
|
$30.9 Million
0.24% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
374,471
shares
|
$30.4 Million
8.1% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
373,576
shares
|
$30.3 Million
1.57% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
368,686
shares
|
$29.9 Million
1.1% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
367,020
shares
|
$29.8 Million
8.16% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
342,411
shares
|
$27.8 Million
4.65% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
331,330
shares
|
$26.9 Million
0.08% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
318,887
shares
|
$25.9 Million
0.0% of portfolio
|
Q3 2025
Added 18.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
318,704
shares
|
$25.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
317,216
shares
|
$25.7 Million
10.24% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
312,109
shares
|
$25.3 Million
0.8% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
311,867
shares
|
$25.3 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
310,920
shares
|
$25.2 Million
8.3% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
308,330
shares
|
$25 Million
19.79% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
300,021
shares
|
$24.4 Million
3.28% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
290,936
shares
|
$23.6 Million
1.57% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
286,103
shares
|
$23.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.28%
|
|