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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
891,773
shares
|
$61.5 Million
4.25% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
874,363
shares
|
$60.3 Million
36.88% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
825,971
shares
|
$57 Million
12.91% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
812,359
shares
|
$56 Million
0.84% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
743,787
shares
|
$51.3 Million
12.55% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
664,994
shares
|
$45.9 Million
22.5% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
661,985
shares
|
$45.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
659,962
shares
|
$45.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
653,667
shares
|
$45.1 Million
0.06% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
632,373
shares
|
$43.6 Million
5.62% of portfolio
|
Q1 2023
Reduced 12.69%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
624,390
shares
|
$43.1 Million
11.67% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
618,292
shares
|
$42.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
617,506
shares
|
$42.6 Million
2.39% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
609,820
shares
|
$42.1 Million
0.1% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
604,320
shares
|
$41.7 Million
9.67% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
573,628
shares
|
$39.6 Million
11.27% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
561,600
shares
|
$38.7 Million
18.71% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
520,063
shares
|
$35.9 Million
2.75% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
513,315
shares
|
$35.4 Million
5.93% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
479,903
shares
|
$33.1 Million
22.71% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
455,452
shares
|
$31.4 Million
3.57% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
449,921
shares
|
$31 Million
0.33% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
443,635
shares
|
$30.6 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
417,721
shares
|
$28.8 Million
4.26% of portfolio
|
Q4 2024
Reduced 25.8%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
410,794
shares
|
$28.3 Million
9.81% of portfolio
|
Q4 2024
Added 4736.28%
|