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 634 institutions that hold shares in the stock, with a total of 85.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,045
shares
|
$225,664
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$222,330
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$222,330
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,981
shares
|
$220,921
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,927
shares
|
$216,919
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,917
shares
|
$216,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,902
shares
|
$215,067
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
2,890
shares
|
$214,177
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
2,789
shares
|
$206,692
0.02% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,774
shares
|
$205,581
0.08% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,728
shares
|
$202,172
0.08% of portfolio
|
Q3 2024
Reduced 60.24%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
2,721
shares
|
$201,653
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
2,676
shares
|
$198,318
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,665
shares
|
$197,503
0.01% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,584
shares
|
$191,500
0.0% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,486
shares
|
$184,237
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,239
shares
|
$165,932
0.0% of portfolio
|
Q3 2024
Reduced 98.46%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,226
shares
|
$164,968
0.01% of portfolio
|
Q1 2024
Reduced 15.23%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
2,210
shares
|
$163,783
0.06% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,065
shares
|
$153,037
0.0% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,829
shares
|
$135,547
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,761
shares
|
$130,507
0.04% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,756
shares
|
$130,137
0.01% of portfolio
|
Q3 2024
Added 40.93%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,702
shares
|
$126,135
0.0% of portfolio
|
Q3 2024
Added 41.6%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$116,352
0.03% of portfolio
|
Q2 2023
New holding
|