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 |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
65,849
shares
|
$4.8 Million
2.13% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$4.77 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
65,440
shares
|
$4.77 Million
1.53% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
65,397
shares
|
$4.77 Million
0.01% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,291
shares
|
$4.69 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
63,515
shares
|
$4.63 Million
0.94% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
62,908
shares
|
$4.59 Million
0.37% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
62,752
shares
|
$4.58 Million
1.53% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
62,403
shares
|
$4.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
62,186
shares
|
$4.54 Million
0.09% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
59,260
shares
|
$4.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
59,243
shares
|
$4.32 Million
0.46% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
58,754
shares
|
$4.29 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
57,959
shares
|
$4.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
57,081
shares
|
$4.16 Million
0.07% of portfolio
|
Q4 2024
Added 39.4%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
55,595
shares
|
$4.06 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
54,854
shares
|
$4 Million
0.3% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
54,690
shares
|
$3.99 Million
0.96% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
52,741
shares
|
$3.85 Million
0.65% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
52,468
shares
|
$3.83 Million
6.11% of portfolio
|
Q4 2024
Reduced 70.17%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
50,356
shares
|
$3.67 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
50,107
shares
|
$3.65 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
48,735
shares
|
$3.55 Million
0.04% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
48,204
shares
|
$3.52 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
46,518
shares
|
$3.39 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.41%
|