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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,453
shares
|
$543,621
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,427
shares
|
$541,725
0.45% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
7,407
shares
|
$540,266
0.21% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,219
shares
|
$526,553
0.05% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,195
shares
|
$524,803
0.02% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
7,100
shares
|
$517,874
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,049
shares
|
$514,154
0.0% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
7,048
shares
|
$514,081
0.22% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
7,048
shares
|
$514,081
0.16% of portfolio
|
Q1 2021
Added 0.33%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
7,031
shares
|
$512,841
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
7,029
shares
|
$512,695
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,864
shares
|
$500,660
0.21% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,786
shares
|
$494,970
0.05% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
6,724
shares
|
$490,448
0.19% of portfolio
|
Q4 2024
Added 33.1%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
6,700
shares
|
$488,698
0.26% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,656
shares
|
$485,488
0.23% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
6,576
shares
|
$479,653
0.39% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,545
shares
|
$477,392
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
6,526
shares
|
$476,006
0.31% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
6,524
shares
|
$475,860
0.35% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
6,454
shares
|
$470,754
0.09% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,443
shares
|
$469,952
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6,390
shares
|
$466,086
0.32% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,288
shares
|
$458,646
0.0% of portfolio
|
Q2 2024
Added 4.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,212
shares
|
$453,103
0.06% of portfolio
|
Q4 2024
Added 0.19%
|