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 629 institutions that hold shares in the stock, with a total of 85 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,434
shares
|
$1.76 Million
0.4% of portfolio
|
Q3 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
23,937
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
23,405
shares
|
$1.69 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,774
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Added 89.56%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
22,731
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
22,639
shares
|
$1.63 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
22,611
shares
|
$1.63 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,188
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
21,827
shares
|
$1.58 Million
0.37% of portfolio
|
Q2 2024
Added 29.81%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
21,548
shares
|
$1.55 Million
0.2% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,360
shares
|
$1.54 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
21,352
shares
|
$1.54 Million
1.09% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
21,205
shares
|
$1.53 Million
0.56% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
21,131
shares
|
$1.52 Million
0.71% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,091
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
21,089
shares
|
$1.52 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
21,005
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
20,952
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
20,833
shares
|
$1.5 Million
0.58% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
20,699
shares
|
$1.49 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
20,686
shares
|
$1.49 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,629
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
20,356
shares
|
$1.47 Million
1.02% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
20,216
shares
|
$1.46 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
20,173
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Reduced 56.68%
|