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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$11.1 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
135,812
shares
|
$11 Million
1.48% of portfolio
|
Q3 2025
Added 201.12%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
134,692
shares
|
$10.9 Million
4.46% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
134,432
shares
|
$10.9 Million
0.26% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
132,884
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2025
Added 431.94%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
131,484
shares
|
$10.7 Million
5.16% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
131,276
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
131,186
shares
|
$10.6 Million
1.12% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
129,749
shares
|
$10.5 Million
2.75% of portfolio
|
Q3 2025
Reduced 39.55%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$10.5 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
127,843
shares
|
$10.4 Million
2.84% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
126,911
shares
|
$10.3 Million
6.68% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
126,007
shares
|
$10.2 Million
0.94% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
122,423
shares
|
$9.94 Million
2.39% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
115,966
shares
|
$9.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
113,557
shares
|
$9.22 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
107,767
shares
|
$8.75 Million
0.25% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
102,657
shares
|
$8.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
102,545
shares
|
$8.32 Million
1.29% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
98,529
shares
|
$8 Million
2.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
97,848
shares
|
$7.94 Million
1.64% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
97,009
shares
|
$7.87 Million
5.18% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
96,183
shares
|
$7.81 Million
3.46% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
95,679
shares
|
$7.77 Million
3.24% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
94,513
shares
|
$7.67 Million
2.81% of portfolio
|
Q2 2025
Reduced 4.84%
|
|