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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
940
shares
|
$64,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
926
shares
|
$63,847
0.0% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$62,055
0.0% of portfolio
|
Q4 2017
Added 500.0%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
893
shares
|
$61,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
864
shares
|
$59,572
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
854
shares
|
$58,883
0.02% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
827
shares
|
$57,021
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
823
shares
|
$56,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
773
shares
|
$53,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
764
shares
|
$52,677
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
740
shares
|
$51,023
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
704
shares
|
$48,540
0.0% of portfolio
|
Q4 2024
Reduced 31.72%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
689
shares
|
$47,506
0.04% of portfolio
|
Q4 2024
Added 64.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
669
shares
|
$46,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
590
shares
|
$40,680
0.02% of portfolio
|
Q4 2024
Added 101.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
584
shares
|
$40,266
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
576
shares
|
$39,715
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
569
shares
|
$39,232
0.01% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
552
shares
|
$38,060
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
485
shares
|
$33,440
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
480
shares
|
$33,096
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
480
shares
|
$33,096
0.01% of portfolio
|
Q1 2021
Reduced 35.74%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
480
shares
|
$33,096
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
475
shares
|
$32,751
0.02% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
470
shares
|
$32,406
0.01% of portfolio
|
Q1 2023
Reduced 9.96%
|