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 675 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 $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
392
shares
|
$29,176
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
376
shares
|
$27,985
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
349
shares
|
$25,976
0.01% of portfolio
|
Q3 2024
Reduced 53.77%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
329
shares
|
$24,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
325
shares
|
$24,189
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310
shares
|
$23,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
308
shares
|
$22,924
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
307
shares
|
$22,850
0.01% of portfolio
|
Q4 2024
Added 28.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
304
shares
|
$22,626
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
275
shares
|
$20,468
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
269
shares
|
$20,021
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
262
shares
|
$19,500
0.01% of portfolio
|
Q3 2024
Added 434.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
262
shares
|
$19,500
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
262
shares
|
$19,500
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
262
shares
|
$19,500
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
254
shares
|
$18,905
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
254
shares
|
$18,905
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
251
shares
|
$18,681
0.0% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
239
shares
|
$17,788
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
231
shares
|
$17,193
0.01% of portfolio
|
Q4 2024
Reduced 76.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
230
shares
|
$17,118
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
226
shares
|
$16,821
0.0% of portfolio
|
Q4 2024
Reduced 93.95%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
196
shares
|
$14,588
0.0% of portfolio
|
Q3 2024
Added 122.73%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
175
shares
|
$13,025
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
167
shares
|
$12,429
0.0% of portfolio
|
Q4 2023
Reduced 99.94%
|