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 607 institutions that hold shares in the stock, with a total of 84.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
8,784,858
shares
|
$610 Million
0.3% of portfolio
|
Q2 2024
Added 4.21%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
3,491,356
shares
|
$242 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,447,798
shares
|
$239 Million
1.08% of portfolio
|
Q2 2024
Added 5.14%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
2,961,528
shares
|
$206 Million
1.33% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
2,643,179
shares
|
$184 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
2,325,415
shares
|
$161 Million
2.64% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
2,155,802
shares
|
$150 Million
4.55% of portfolio
|
Q2 2024
Added 2.02%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
1,741,940
shares
|
$121 Million
0.29% of portfolio
|
Q2 2024
Reduced 10.5%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
1,547,202
shares
|
$107 Million
14.55% of portfolio
|
Q2 2024
Added 2.0%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,518,318
shares
|
$105 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Professional Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,489,700
shares
|
$103 Million
27.9% of portfolio
|
Q2 2024
Added 1.17%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
1,457,939
shares
|
$101 Million
12.52% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
1,388,476
shares
|
$96.4 Million
11.71% of portfolio
|
Q2 2024
Added 3.69%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
1,275,735
shares
|
$88.6 Million
2.84% of portfolio
|
Q2 2024
Added 2.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,275,625
shares
|
$88.6 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,217,476
shares
|
$84.5 Million
0.01% of portfolio
|
Q1 2024
Added 1.1%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
1,075,658
shares
|
$74.7 Million
0.03% of portfolio
|
Q2 2024
Added 6024.92%
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
1,044,192
shares
|
$72.5 Million
10.9% of portfolio
|
Q2 2024
Added 6.35%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,005,772
shares
|
$69.8 Million
8.72% of portfolio
|
Q2 2024
Added 1.28%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
970,895
shares
|
$67.4 Million
15.93% of portfolio
|
Q2 2024
Added 26.51%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
934,902
shares
|
$64.9 Million
0.4% of portfolio
|
Q2 2024
Added 5.69%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
890,865
shares
|
$61.9 Million
4.32% of portfolio
|
Q2 2024
Added 59.05%
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
825,971
shares
|
$57.3 Million
12.91% of portfolio
|
Q2 2022
Added 0.21%
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 26, 2024 Q2 2024 |
822,363
shares
|
$57.1 Million
35.6% of portfolio
|
Q2 2024
Added 4.56%
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
760,043
shares
|
$52.8 Million
12.81% of portfolio
|
Q2 2024
Reduced 2.47%
|