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 |
|---|---|---|---|---|---|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
284,750
shares
|
$23.1 Million
17.9% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
281,017
shares
|
$22.8 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
268,457
shares
|
$21.8 Million
0.8% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$21.7 Million
9.68% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
266,964
shares
|
$21.7 Million
0.89% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
259,333
shares
|
$21.1 Million
4.85% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
259,301
shares
|
$21 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
258,163
shares
|
$21 Million
1.31% of portfolio
|
Q3 2025
Reduced 24.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
256,457
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
250,196
shares
|
$20.3 Million
3.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
249,984
shares
|
$20.3 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
242,863
shares
|
$19.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
239,102
shares
|
$19.4 Million
4.29% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
230,342
shares
|
$18.7 Million
3.93% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
229,030
shares
|
$18.6 Million
8.41% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$17.7 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
217,084
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2025
Added 119.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
213,251
shares
|
$17.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 30.09%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
212,678
shares
|
$17.3 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
209,076
shares
|
$17 Million
7.6% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
202,451
shares
|
$16.4 Million
2.07% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
201,382
shares
|
$16.3 Million
13.25% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
199,346
shares
|
$16.2 Million
9.56% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
195,940
shares
|
$15.9 Million
2.01% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
195,196
shares
|
$15.8 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|