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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
85,402
shares
|
$6.23 Million
5.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
84,989
shares
|
$6.2 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
84,925
shares
|
$6.19 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
84,870
shares
|
$6.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
83,753
shares
|
$6.11 Million
0.76% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
83,680
shares
|
$6.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
83,575
shares
|
$6.1 Million
2.48% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
83,394
shares
|
$6.08 Million
1.03% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
82,541
shares
|
$6.02 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
80,312
shares
|
$5.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
79,729
shares
|
$5.82 Million
0.81% of portfolio
|
Q4 2024
Added 327.89%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
79,024
shares
|
$5.76 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
78,537
shares
|
$5.73 Million
0.7% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
78,305
shares
|
$5.71 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
77,334
shares
|
$5.64 Million
0.39% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
76,020
shares
|
$5.54 Million
1.66% of portfolio
|
Q4 2024
Added 28.35%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
75,304
shares
|
$5.49 Million
0.05% of portfolio
|
Q4 2024
Added 44.41%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
73,702
shares
|
$5.38 Million
0.54% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
73,355
shares
|
$5.35 Million
2.62% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
73,177
shares
|
$5.34 Million
3.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
69,993
shares
|
$5.11 Million
5.91% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
67,931
shares
|
$4.95 Million
2.18% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
67,370
shares
|
$4.91 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
66,775
shares
|
$4.87 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
66,002
shares
|
$4.81 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.97%
|