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 672 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
27,400
shares
|
$2.03 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
27,133
shares
|
$2.01 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
27,040
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Added 2460.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
26,830
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
26,775
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,665
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,639
shares
|
$1.98 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
26,565
shares
|
$1.97 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
25,810
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
25,705
shares
|
$1.91 Million
1.24% of portfolio
|
Q4 2024
Reduced 19.91%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,439
shares
|
$1.89 Million
0.38% of portfolio
|
Q4 2024
Added 23.32%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
25,324
shares
|
$1.88 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
25,313
shares
|
$1.88 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
25,027
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,951
shares
|
$1.85 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
24,728
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,434
shares
|
$1.81 Million
0.4% of portfolio
|
Q3 2023
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
24,416
shares
|
$1.81 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
24,223
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
23,846
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
23,223
shares
|
$1.72 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
22,913
shares
|
$1.7 Million
0.32% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,806
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
22,279
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
21,981
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 4.65%
|