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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
3,944
shares
|
$266,574
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
3,930
shares
|
$265,628
0.21% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,854
shares
|
$260,491
0.06% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,850
shares
|
$260,221
0.0% of portfolio
|
Q4 2024
Reduced 80.45%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,819
shares
|
$258,126
0.02% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
3,782
shares
|
$255,625
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,727
shares
|
$251,907
0.07% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,714
shares
|
$251,029
0.2% of portfolio
|
Q4 2024
Reduced 22.85%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
3,690
shares
|
$249,407
0.21% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,672
shares
|
$248,190
0.04% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,643
shares
|
$246,230
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
3,615
shares
|
$244,337
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,610
shares
|
$243,999
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,609
shares
|
$243,932
0.12% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
3,606
shares
|
$243,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
3,596
shares
|
$243,053
0.04% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,592
shares
|
$242,783
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,510
shares
|
$237,240
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
3,505
shares
|
$236,902
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,500
shares
|
$236,565
0.07% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
3,445
shares
|
$232,847
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,418
shares
|
$231,022
0.0% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
3,398
shares
|
$229,670
0.01% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
3,235
shares
|
$218,653
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$216,288
0.07% of portfolio
|
Q1 2024
Reduced 84.16%
|