Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / PORTFOLI S&P1500
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Number of holders
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663
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Total 13F shares, excl. options
-
92.6M
-
Shares change
-
+3.09M
-
Total reported value, excl. options
-
$7.47B
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Value change
-
+$251M
-
Number of buys
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268
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Number of sells
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-300
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Price
-
$80.65
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q3 2025
691 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q3 2025.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 663 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 92.6M shares
.
Largest 10 shareholders include LPL Financial LLC (8.27M shares), CWM, LLC (3.13M shares), Creative Planning (3.02M shares), Private Advisor Group, LLC (2.85M shares), Valmark Advisers, Inc. (2.82M shares), Wealthcare Advisory Partners LLC (2.63M shares), ASSETMARK, INC (2.58M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.97M shares), HUNTINGTON NATIONAL BANK (1.93M shares), and OSAIC HOLDINGS, INC. (1.73M shares).
This table shows the top 663 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.