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 680 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,226
shares
|
$153,549
0.01% of portfolio
|
Q1 2024
Reduced 15.23%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,210
shares
|
$152,445
0.06% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
2,184
shares
|
$150,652
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,067
shares
|
$142,581
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,973
shares
|
$136,097
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,849
shares
|
$127,544
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,789
shares
|
$123,405
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,787
shares
|
$123,267
0.05% of portfolio
|
Q4 2024
Reduced 34.49%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,756
shares
|
$121,128
0.01% of portfolio
|
Q3 2024
Added 40.93%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,735
shares
|
$119,680
0.05% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,570
shares
|
$108,298
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,566
shares
|
$108,022
0.0% of portfolio
|
Q4 2024
Added 132.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,545
shares
|
$106,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,527
shares
|
$105,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,507
shares
|
$103,952
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,247
shares
|
$86,018
0.0% of portfolio
|
Q4 2024
Added 132.65%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,196
shares
|
$82,500
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,112
shares
|
$76,705
0.01% of portfolio
|
Q2 2024
Reduced 67.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,106
shares
|
$76,291
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,076
shares
|
$74,222
0.0% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,052
shares
|
$72,566
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,039
shares
|
$71,670
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,025
shares
|
$70,704
0.02% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
959
shares
|
$66,151
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
940
shares
|
$64,841
0.0% of portfolio
|
Q2 2024
New holding
|