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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
172,456
shares
|
$12.6 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
166,176
shares
|
$12.1 Million
2.18% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
163,970
shares
|
$12 Million
8.56% of portfolio
|
Q4 2024
New holding
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
162,538
shares
|
$11.9 Million
8.3% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
161,567
shares
|
$11.8 Million
1.78% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
156,487
shares
|
$11.4 Million
4.83% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
156,122
shares
|
$11.4 Million
0.48% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
155,662
shares
|
$11.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
151,710
shares
|
$11.1 Million
0.78% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
150,834
shares
|
$11 Million
3.28% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
148,095
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
147,994
shares
|
$10.8 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
146,865
shares
|
$10.7 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
146,834
shares
|
$10.7 Million
1.18% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
145,192
shares
|
$10.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
145,063
shares
|
$10.6 Million
1.25% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
137,713
shares
|
$10 Million
5.07% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$9.94 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
135,338
shares
|
$9.87 Million
1.15% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
131,705
shares
|
$9.61 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
131,292
shares
|
$9.58 Million
5.34% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$9.4 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
128,579
shares
|
$9.38 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
128,145
shares
|
$9.35 Million
1.57% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
126,811
shares
|
$9.25 Million
0.48% of portfolio
|
Q4 2024
Added 1.62%
|