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 |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
19,569
shares
|
$1.43 Million
3.92% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
19,272
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
19,239
shares
|
$1.4 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,228
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2020
Added 4.84%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
19,214
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 42.29%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
18,912
shares
|
$1.38 Million
0.35% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
18,746
shares
|
$1.37 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
18,192
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
18,163
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,017
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2023
Added 26.2%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
17,916
shares
|
$1.31 Million
0.21% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
17,892
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,877
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.01%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
17,861
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
17,750
shares
|
$1.29 Million
0.99% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
17,672
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
17,446
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
17,416
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,236
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2022
Reduced 9.81%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
16,978
shares
|
$1.24 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
16,960
shares
|
$1.24 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,869
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2020
Reduced 56.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
16,857
shares
|
$1.23 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
16,777
shares
|
$1.22 Million
0.36% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
16,726
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Reduced 98.6%
|