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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
72,292
shares
|
$5.87 Million
0.27% of portfolio
|
Q2 2024
Added 32.56%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
71,781
shares
|
$5.83 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
69,235
shares
|
$5.62 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
68,551
shares
|
$5.56 Million
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
67,814
shares
|
$5.5 Million
0.12% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
67,452
shares
|
$5.48 Million
0.15% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
66,775
shares
|
$5.42 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$5.31 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
64,990
shares
|
$5.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
64,872
shares
|
$5.27 Million
2.31% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
64,742
shares
|
$5.26 Million
0.82% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
64,292
shares
|
$5.22 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
62,525
shares
|
$5.08 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
61,624
shares
|
$5 Million
0.48% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
61,559
shares
|
$5 Million
0.46% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
61,164
shares
|
$4.96 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
60,985
shares
|
$4.95 Million
0.12% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
60,883
shares
|
$4.94 Million
1.27% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
59,621
shares
|
$4.84 Million
0.29% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
59,122
shares
|
$4.8 Million
0.04% of portfolio
|
Q3 2025
Added 136.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
57,862
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
57,815
shares
|
$4.69 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
56,846
shares
|
$4.61 Million
1.39% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
56,239
shares
|
$4.56 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
56,125
shares
|
$4.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|