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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
122,828
shares
|
$8.96 Million
0.81% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
121,994
shares
|
$8.9 Million
0.05% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
119,131
shares
|
$8.69 Million
6.48% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
117,932
shares
|
$8.6 Million
0.28% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
116,463
shares
|
$8.49 Million
0.1% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
105,065
shares
|
$7.66 Million
0.1% of portfolio
|
Q4 2024
Added 27.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
104,581
shares
|
$7.63 Million
0.22% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
103,762
shares
|
$7.57 Million
1.41% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
103,618
shares
|
$7.56 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
103,297
shares
|
$7.53 Million
0.96% of portfolio
|
Q2 2023
Added 1.77%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
102,337
shares
|
$7.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
97,154
shares
|
$7.09 Million
2.34% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
96,598
shares
|
$7.05 Million
3.77% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
95,531
shares
|
$6.97 Million
4.88% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
94,635
shares
|
$6.9 Million
3.22% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
93,542
shares
|
$6.82 Million
6.58% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
93,388
shares
|
$6.81 Million
3.12% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
92,976
shares
|
$6.78 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
88,397
shares
|
$6.45 Million
0.25% of portfolio
|
Q4 2024
Added 420.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
87,512
shares
|
$6.38 Million
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
86,969
shares
|
$6.34 Million
3.46% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
86,199
shares
|
$6.29 Million
0.01% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
85,838
shares
|
$6.26 Million
6.98% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
85,699
shares
|
$6.25 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
85,662
shares
|
$6.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.45%
|