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 |
|---|---|---|---|---|---|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
12,825
shares
|
$882,616
0.17% of portfolio
|
Q1 2024
Added 24.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
12,752
shares
|
$877,592
0.03% of portfolio
|
Q4 2024
Reduced 49.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,750
shares
|
$877,454
0.04% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
12,704
shares
|
$874,289
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
12,703
shares
|
$874,220
0.1% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
12,637
shares
|
$869,678
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
12,576
shares
|
$865,480
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
12,562
shares
|
$864,516
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
12,455
shares
|
$857,153
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
12,316
shares
|
$847,587
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,044
shares
|
$828,868
0.01% of portfolio
|
Q4 2024
Added 187.38%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
11,919
shares
|
$820,265
0.12% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
11,836
shares
|
$814,553
0.19% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
11,797
shares
|
$811,869
0.31% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,777
shares
|
$810,493
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
11,715
shares
|
$806,226
0.49% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
11,528
shares
|
$793,356
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
11,408
shares
|
$785,098
0.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,390
shares
|
$783,859
0.0% of portfolio
|
Q4 2024
Added 34.82%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
11,351
shares
|
$781,175
0.25% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
11,347
shares
|
$780,900
0.4% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,331
shares
|
$779,799
0.04% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
10,879
shares
|
$748,692
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
10,868
shares
|
$747,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
10,843
shares
|
$746,215
0.45% of portfolio
|
Q4 2024
Reduced 0.6%
|