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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
55,037
shares
|
$4.47 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
53,561
shares
|
$4.35 Million
0.76% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
53,068
shares
|
$4.31 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
51,947
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2025
Added 31.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
51,850
shares
|
$4.21 Million
0.02% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
50,929
shares
|
$4.13 Million
0.14% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
50,724
shares
|
$4.12 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
49,973
shares
|
$4.06 Million
0.38% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
49,464
shares
|
$4.01 Million
0.84% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
49,297
shares
|
$4 Million
0.59% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
48,475
shares
|
$3.93 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
47,990
shares
|
$3.9 Million
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
46,939
shares
|
$3.81 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
46,791
shares
|
$3.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
46,661
shares
|
$3.79 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
45,897
shares
|
$3.73 Million
1.36% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
45,298
shares
|
$3.68 Million
0.41% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
44,676
shares
|
$3.63 Million
0.42% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
44,180
shares
|
$3.59 Million
0.33% of portfolio
|
Q3 2025
Added 208.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
44,014
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
43,556
shares
|
$3.54 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
43,260
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Added 59160.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,774
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
42,603
shares
|
$3.46 Million
0.07% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
42,038
shares
|
$3.41 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|