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 |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,881
shares
|
$647,780
0.25% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
8,805
shares
|
$642,236
0.06% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
8,730
shares
|
$636,766
0.02% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
8,644
shares
|
$630,493
0.07% of portfolio
|
Q4 2024
Added 50.83%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
8,569
shares
|
$625,022
0.24% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
8,521
shares
|
$621,521
0.14% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
8,422
shares
|
$614,300
0.26% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
8,403
shares
|
$612,914
0.0% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$612,331
0.57% of portfolio
|
Q4 2024
Reduced 67.32%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
8,383
shares
|
$611,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,383
shares
|
$611,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,211
shares
|
$598,910
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
8,189
shares
|
$597,305
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
8,095
shares
|
$590,449
0.12% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,025
shares
|
$585,343
0.17% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,009
shares
|
$584,176
0.0% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,999
shares
|
$583,447
0.01% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
7,985
shares
|
$582,425
0.02% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
7,984
shares
|
$582,352
0.1% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
7,703
shares
|
$561,856
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
7,624
shares
|
$556,094
0.15% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
7,617
shares
|
$555,583
0.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
7,589
shares
|
$553,541
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,514
shares
|
$548,071
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$547,050
0.03% of portfolio
|
Q4 2022
Added 17.19%
|