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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,181
shares
|
$215,003
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,152
shares
|
$213,043
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,045
shares
|
$205,811
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
3,024
shares
|
$204,392
0.04% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,012
shares
|
$203,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$202,770
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
2,988
shares
|
$201,958
0.1% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,981
shares
|
$201,485
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,927
shares
|
$197,835
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
2,890
shares
|
$195,335
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
2,873
shares
|
$194,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,869
shares
|
$193,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
2,838
shares
|
$191,820
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
2,825
shares
|
$190,941
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,774
shares
|
$187,494
0.08% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
2,721
shares
|
$183,912
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
2,717
shares
|
$183,642
0.02% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,716
shares
|
$183,574
0.0% of portfolio
|
Q4 2024
Added 59.58%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
2,676
shares
|
$180,870
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,665
shares
|
$180,127
0.01% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,486
shares
|
$168,028
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,340
shares
|
$158,160
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,323
shares
|
$157,011
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,308
shares
|
$155,997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,276
shares
|
$153,834
0.0% of portfolio
|
Q4 2024
Added 1.65%
|