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 681 institutions that hold shares in the stock, with a total of 93.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
4,751
shares
|
$327,581
0.0% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,712
shares
|
$324,892
0.11% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,697
shares
|
$323,858
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,697
shares
|
$323,858
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
4,683
shares
|
$322,892
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,676
shares
|
$322,410
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,674
shares
|
$322,272
0.12% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
4,616
shares
|
$318,273
0.01% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
4,563
shares
|
$314,618
0.05% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
4,545
shares
|
$313,377
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
4,494
shares
|
$309,861
0.02% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
4,421
shares
|
$304,827
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,396
shares
|
$303,104
0.05% of portfolio
|
Q2 2023
Reduced 9.14%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,336
shares
|
$298,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
4,322
shares
|
$298,001
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
4,318
shares
|
$297,726
0.19% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,224
shares
|
$291,244
0.0% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
4,220
shares
|
$290,969
0.04% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
4,215
shares
|
$290,624
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,175
shares
|
$287,866
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,162
shares
|
$286,969
0.06% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
4,138
shares
|
$285,315
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
4,075
shares
|
$280,971
0.22% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,064
shares
|
$280,212
0.02% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
3,955
shares
|
$272,697
0.12% of portfolio
|
Q2 2024
Reduced 3.44%
|