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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$28.2 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
406,042
shares
|
$28 Million
2.81% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
392,830
shares
|
$27.1 Million
9.06% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$27 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
378,977
shares
|
$26.1 Million
0.44% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
356,647
shares
|
$24.6 Million
0.92% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
355,153
shares
|
$24.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
354,551
shares
|
$24.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
348,004
shares
|
$24 Million
4.83% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
336,715
shares
|
$23.2 Million
0.24% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
330,659
shares
|
$22.8 Million
0.02% of portfolio
|
Q4 2024
Added 134.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
319,075
shares
|
$22 Million
0.48% of portfolio
|
Q4 2024
Added 4157.74%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
318,402
shares
|
$22 Million
15.91% of portfolio
|
Q4 2024
Added 28.03%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
315,913
shares
|
$21.8 Million
2.25% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
308,440
shares
|
$21.3 Million
6.82% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
306,509
shares
|
$21.1 Million
19.78% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
302,059
shares
|
$20.8 Million
8.17% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
291,239
shares
|
$20.1 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
290,162
shares
|
$20 Million
8.24% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
283,280
shares
|
$19.5 Million
0.0% of portfolio
|
Q4 2024
Added 23.99%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
277,191
shares
|
$19.1 Million
10.03% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
275,344
shares
|
$19 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
273,775
shares
|
$18.9 Million
1.55% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
271,670
shares
|
$18.7 Million
0.03% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
269,476
shares
|
$18.6 Million
0.44% of portfolio
|
Q4 2024
Added 4.85%
|