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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
3,024
shares
|
$220,570
0.04% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,012
shares
|
$219,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$218,820
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
2,988
shares
|
$217,944
0.1% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,981
shares
|
$217,434
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,927
shares
|
$213,495
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
2,890
shares
|
$210,796
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
2,873
shares
|
$209,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,869
shares
|
$209,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
2,838
shares
|
$207,003
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
2,825
shares
|
$206,055
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,774
shares
|
$202,335
0.08% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
2,721
shares
|
$198,469
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
2,717
shares
|
$198,177
0.02% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,716
shares
|
$198,105
0.0% of portfolio
|
Q4 2024
Added 59.58%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
2,676
shares
|
$195,187
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,665
shares
|
$194,385
0.01% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,486
shares
|
$181,328
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,340
shares
|
$170,679
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,323
shares
|
$169,439
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,308
shares
|
$168,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,276
shares
|
$166,011
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,226
shares
|
$162,364
0.01% of portfolio
|
Q1 2024
Reduced 15.23%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,210
shares
|
$161,197
0.06% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,067
shares
|
$150,766
0.0% of portfolio
|
Q4 2024
Added 0.1%
|