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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,518
shares
|
$112,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,507
shares
|
$111,683
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,196
shares
|
$88,635
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,112
shares
|
$82,410
0.01% of portfolio
|
Q2 2024
Reduced 67.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,106
shares
|
$81,965
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,076
shares
|
$79,742
0.0% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,056
shares
|
$78,260
0.0% of portfolio
|
Q3 2024
Reduced 82.58%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,052
shares
|
$77,963
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,039
shares
|
$77,000
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,025
shares
|
$75,962
0.02% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
972
shares
|
$72,034
0.03% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
950
shares
|
$70,404
0.02% of portfolio
|
Q3 2024
Reduced 34.75%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
940
shares
|
$69,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
926
shares
|
$68,625
0.0% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$66,699
0.0% of portfolio
|
Q4 2017
Added 500.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
899
shares
|
$66,624
0.0% of portfolio
|
Q2 2023
Reduced 60.26%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
827
shares
|
$61,288
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
823
shares
|
$60,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
764
shares
|
$56,620
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
740
shares
|
$54,841
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
704
shares
|
$52,173
0.0% of portfolio
|
Q4 2024
Reduced 31.72%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
689
shares
|
$51,061
0.04% of portfolio
|
Q4 2024
Added 64.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
675
shares
|
$50,024
0.0% of portfolio
|
Q3 2024
Reduced 69.47%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
569
shares
|
$42,168
0.01% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
552
shares
|
$40,908
0.01% of portfolio
|
Q2 2023
New holding
|