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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
45,868
shares
|
$3.35 Million
0.39% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
44,793
shares
|
$3.27 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
44,468
shares
|
$3.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
44,021
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
43,838
shares
|
$3.2 Million
0.58% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
42,809
shares
|
$3.12 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
42,603
shares
|
$3.11 Million
0.07% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
41,519
shares
|
$3.03 Million
2.22% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
41,295
shares
|
$3.01 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
41,264
shares
|
$3.01 Million
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
40,937
shares
|
$2.99 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
40,895
shares
|
$2.98 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,396
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
39,513
shares
|
$2.88 Million
0.35% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38,459
shares
|
$2.81 Million
0.02% of portfolio
|
Q4 2024
Added 25.75%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
37,784
shares
|
$2.76 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
37,209
shares
|
$2.71 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
36,768
shares
|
$2.68 Million
0.15% of portfolio
|
Q3 2024
Added 24.21%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
36,734
shares
|
$2.68 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
35,951
shares
|
$2.62 Million
1.38% of portfolio
|
Q2 2023
Reduced 7.31%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,666
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
34,335
shares
|
$2.5 Million
0.03% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
34,090
shares
|
$2.49 Million
0.57% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
34,059
shares
|
$2.48 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
33,447
shares
|
$2.44 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.04%
|