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 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
20,126
shares
|
$1.45 Million
0.53% of portfolio
|
Q3 2024
Added 56.87%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,863
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
19,852
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
19,769
shares
|
$1.43 Million
0.71% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,689
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 512.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
19,687
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,630
shares
|
$1.42 Million
0.41% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,448
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
19,382
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2024
Reduced 18.36%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,260
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,228
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2020
Added 4.84%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
19,214
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 42.29%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
19,196
shares
|
$1.39 Million
0.42% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
19,172
shares
|
$1.38 Million
0.61% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
19,128
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
18,633
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
18,608
shares
|
$1.34 Million
0.38% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
18,527
shares
|
$1.34 Million
0.26% of portfolio
|
Q3 2024
Added 260.94%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,017
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2023
Added 26.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
17,981
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
17,924
shares
|
$1.29 Million
0.56% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
17,908
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
17,875
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Added 305.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
17,861
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
17,827
shares
|
$1.29 Million
0.36% of portfolio
|
Q3 2024
Added 3.11%
|