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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$18.4 Million
9.68% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
262,072
shares
|
$18.1 Million
3.55% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
259,641
shares
|
$17.9 Million
7.86% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
255,133
shares
|
$17.6 Million
6.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
238,832
shares
|
$16.5 Million
1.32% of portfolio
|
Q4 2024
Reduced 25.26%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
235,005
shares
|
$16.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
227,100
shares
|
$15.7 Million
0.04% of portfolio
|
Q4 2024
Added 198.42%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
226,297
shares
|
$15.6 Million
4.75% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
218,940
shares
|
$15.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
218,570
shares
|
$15.1 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$15 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
215,429
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
209,076
shares
|
$14.4 Million
7.6% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
193,205
shares
|
$13.3 Million
5.0% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
192,416
shares
|
$13.3 Million
0.8% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
188,900
shares
|
$13 Million
0.02% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
187,272
shares
|
$12.9 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
183,507
shares
|
$12.7 Million
0.05% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
182,597
shares
|
$12.6 Million
6.53% of portfolio
|
Q4 2024
Added 512.54%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
181,877
shares
|
$12.5 Million
12.3% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
176,098
shares
|
$12.1 Million
4.89% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
174,489
shares
|
$12 Million
7.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
173,751
shares
|
$12 Million
11.51% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
172,587
shares
|
$11.9 Million
6.44% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
172,479
shares
|
$11.9 Million
0.39% of portfolio
|
Q4 2024
Added 2.46%
|