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 |
|---|---|---|---|---|---|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
93,964
shares
|
$7.63 Million
3.63% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
93,503
shares
|
$7.59 Million
0.84% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
87,512
shares
|
$7.1 Million
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
87,482
shares
|
$7.1 Million
1.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
86,727
shares
|
$7.04 Million
0.26% of portfolio
|
Q3 2025
Reduced 17.98%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
86,299
shares
|
$7 Million
7.02% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
85,909
shares
|
$6.97 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
85,838
shares
|
$6.97 Million
6.98% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
85,810
shares
|
$6.97 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
84,925
shares
|
$6.89 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
84,771
shares
|
$6.88 Million
3.23% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
84,474
shares
|
$6.86 Million
5.03% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
84,317
shares
|
$6.84 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
83,874
shares
|
$6.81 Million
0.8% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
83,751
shares
|
$6.8 Million
0.04% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
83,398
shares
|
$6.77 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
82,663
shares
|
$6.71 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
80,192
shares
|
$6.51 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
79,725
shares
|
$6.47 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
79,564
shares
|
$6.46 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
77,010
shares
|
$6.25 Million
3.14% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
76,640
shares
|
$6.22 Million
0.4% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
76,403
shares
|
$6.2 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
75,572
shares
|
$6.13 Million
0.87% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
75,081
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|