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 680 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 $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
33,376
shares
|
$2.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 95.0%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.22 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
32,100
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 134.31%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
32,047
shares
|
$2.21 Million
0.93% of portfolio
|
Q4 2024
Added 66.95%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
32,024
shares
|
$2.21 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.2 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.38%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
31,600
shares
|
$2.18 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
31,599
shares
|
$2.18 Million
0.63% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
31,552
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2024
Added 460.03%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
31,369
shares
|
$2.16 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
30,894
shares
|
$2.13 Million
0.24% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
30,631
shares
|
$2.11 Million
0.74% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
30,557
shares
|
$2.11 Million
0.37% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
30,504
shares
|
$2.1 Million
0.23% of portfolio
|
Q4 2024
Added 236.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
30,163
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
30,080
shares
|
$2.07 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$2.02 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
29,149
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
28,927
shares
|
$2 Million
0.05% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
28,783
shares
|
$1.99 Million
0.43% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
28,620
shares
|
$1.97 Million
1.18% of portfolio
|
Q1 2022
Reduced 61.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
28,548
shares
|
$1.97 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
28,439
shares
|
$1.96 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
28,204
shares
|
$1.95 Million
0.38% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
27,775
shares
|
$1.92 Million
1.63% of portfolio
|
Q4 2024
New holding
|