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 682 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,400,977
shares
|
$538 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,472,381
shares
|
$222 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,361,341
shares
|
$215 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,028,959
shares
|
$194 Million
1.24% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,664,360
shares
|
$171 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,657,632
shares
|
$170 Million
2.76% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,173,356
shares
|
$139 Million
4.15% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,677,632
shares
|
$107 Million
4.32% of portfolio
|
Q4 2024
Added 94.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,578,299
shares
|
$101 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,548,943
shares
|
$99.2 Million
27.34% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,540,954
shares
|
$98.7 Million
12.43% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,537,148
shares
|
$98.5 Million
0.03% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
1,495,449
shares
|
$95.8 Million
21.95% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,483,749
shares
|
$95 Million
2.86% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,457,162
shares
|
$93.3 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,314,688
shares
|
$84.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,287,721
shares
|
$82.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
1,241,864
shares
|
$79.6 Million
5.91% of portfolio
|
Q1 2025
Added 39.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,182,178
shares
|
$75.7 Million
0.02% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,130,298
shares
|
$72.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,022,939
shares
|
$65.5 Million
13.81% of portfolio
|
Q4 2024
Added 40.27%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,013,547
shares
|
$64.9 Million
0.42% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
1,004,377
shares
|
$64.3 Million
9.19% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
996,797
shares
|
$63.9 Million
9.88% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
874,363
shares
|
$56 Million
36.88% of portfolio
|
Q4 2024
Added 9.6%
|