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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
6,203
shares
|
$452,446
0.05% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,185
shares
|
$451,133
0.05% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
6,141
shares
|
$447,924
0.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
6,126
shares
|
$446,830
0.13% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
6,092
shares
|
$444,350
0.06% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
5,983
shares
|
$436,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
5,978
shares
|
$436,035
0.36% of portfolio
|
Q4 2024
Added 29.96%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,944
shares
|
$433,555
0.23% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
5,933
shares
|
$432,753
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,880
shares
|
$428,887
0.18% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
5,865
shares
|
$427,793
0.03% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,784
shares
|
$421,884
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
5,770
shares
|
$420,863
12.34% of portfolio
|
Q1 2023
Reduced 97.86%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
5,763
shares
|
$420,353
0.04% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,747
shares
|
$419,186
0.01% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,728
shares
|
$417,800
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,698
shares
|
$415,612
0.24% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
5,625
shares
|
$410,287
0.16% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
5,554
shares
|
$405,108
0.01% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
5,521
shares
|
$402,701
0.0% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
5,392
shares
|
$393,292
0.03% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
5,361
shares
|
$391,031
0.2% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,359
shares
|
$390,885
0.13% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,301
shares
|
$386,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,293
shares
|
$386,071
0.03% of portfolio
|
Q4 2024
New holding
|