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 675 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
21,981
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
21,955
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.87%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
21,943
shares
|
$1.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
21,827
shares
|
$1.59 Million
0.37% of portfolio
|
Q2 2024
Added 29.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
21,736
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2024
Added 62.85%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
21,593
shares
|
$1.57 Million
0.7% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
21,576
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
21,347
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,160
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.82%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,091
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
20,989
shares
|
$1.53 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
20,973
shares
|
$1.53 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
20,883
shares
|
$1.52 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
20,870
shares
|
$1.52 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,715
shares
|
$1.51 Million
0.32% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
20,714
shares
|
$1.51 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
20,645
shares
|
$1.51 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
20,369
shares
|
$1.49 Million
0.73% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
20,339
shares
|
$1.48 Million
0.56% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
20,314
shares
|
$1.48 Million
0.64% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
20,065
shares
|
$1.46 Million
0.63% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
19,863
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
19,723
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
19,686
shares
|
$1.44 Million
0.32% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,630
shares
|
$1.43 Million
0.41% of portfolio
|
Q2 2024
Reduced 5.01%
|