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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
10,794
shares
|
$742,843
0.1% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
10,636
shares
|
$731,969
0.1% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,559
shares
|
$726,670
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
10,525
shares
|
$724,330
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 13, 2025 Q4 2024 |
10,500
shares
|
$722,609
0.62% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
10,487
shares
|
$721,715
0.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
10,446
shares
|
$718,893
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
10,419
shares
|
$717,035
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,348
shares
|
$712,149
0.06% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
10,271
shares
|
$706,850
0.14% of portfolio
|
Q4 2024
Added 28.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,193
shares
|
$701,482
0.0% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
10,142
shares
|
$697,972
0.25% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
10,088
shares
|
$694,256
0.2% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
10,073
shares
|
$693,223
0.06% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
9,976
shares
|
$686,548
0.02% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
9,782
shares
|
$673,197
0.13% of portfolio
|
Q4 2024
Added 85.41%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
9,767
shares
|
$672,164
0.16% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
9,679
shares
|
$666,108
0.2% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,560
shares
|
$657,919
0.06% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,446
shares
|
$650,073
0.02% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
9,415
shares
|
$647,940
0.02% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,156
shares
|
$630,115
0.04% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,068
shares
|
$624,059
0.14% of portfolio
|
Q2 2024
Added 364.99%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,052
shares
|
$622,958
0.02% of portfolio
|
Q2 2023
Reduced 38.22%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
8,979
shares
|
$617,934
0.57% of portfolio
|
Q4 2024
Added 10.69%
|