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 679 institutions that hold shares in the stock, with a total of 93.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
16,726
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 98.6%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
16,676
shares
|
$1.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
16,673
shares
|
$1.15 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
16,282
shares
|
$1.12 Million
0.29% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,150
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
16,083
shares
|
$1.11 Million
0.41% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
15,845
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 74.95%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
15,815
shares
|
$1.09 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
15,394
shares
|
$1.06 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
15,065
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 63.27%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
14,910
shares
|
$1.03 Million
1.15% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
14,813
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,588
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
14,546
shares
|
$1 Million
0.08% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
14,486
shares
|
$996,926
0.17% of portfolio
|
Q3 2023
Reduced 55.81%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
14,447
shares
|
$994,242
0.24% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
14,300
shares
|
$984,125
0.02% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
14,054
shares
|
$967,196
0.13% of portfolio
|
Q4 2024
Added 33.96%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
14,050
shares
|
$966,920
0.03% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
13,978
shares
|
$961,965
0.46% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
13,601
shares
|
$936,020
0.19% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
13,596
shares
|
$935,676
0.48% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
13,565
shares
|
$933,543
0.2% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
13,335
shares
|
$917,714
0.28% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
13,154
shares
|
$905,258
0.61% of portfolio
|
Q3 2024
Reduced 5.85%
|