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 681 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 $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,359
shares
|
$362,214
0.13% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,301
shares
|
$358,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,293
shares
|
$357,753
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,271
shares
|
$356,266
0.07% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,264
shares
|
$355,793
0.01% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
5,256
shares
|
$355,253
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
5,240
shares
|
$354,171
0.05% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
5,231
shares
|
$353,563
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,161
shares
|
$348,831
0.06% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
5,132
shares
|
$346,871
0.22% of portfolio
|
Q4 2024
Reduced 35.12%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
5,111
shares
|
$345,452
0.02% of portfolio
|
Q4 2024
Reduced 30.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
5,106
shares
|
$345,114
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,095
shares
|
$344,371
0.05% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
5,066
shares
|
$342,410
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
5,066
shares
|
$342,410
0.13% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
4,984
shares
|
$336,868
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
4,984
shares
|
$336,868
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,979
shares
|
$336,530
0.0% of portfolio
|
Q3 2022
Added 14.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,953
shares
|
$334,773
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,899
shares
|
$331,123
0.19% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
4,879
shares
|
$329,771
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
4,854
shares
|
$328,081
0.07% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
4,853
shares
|
$328,014
0.29% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,803
shares
|
$324,634
0.09% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,800
shares
|
$324,432
0.24% of portfolio
|
Q2 2022
Added 2.13%
|