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 $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
10,908
shares
|
$786,794
0.44% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
10,902
shares
|
$786,361
0.18% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
10,879
shares
|
$784,702
0.29% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
10,877
shares
|
$784,558
0.09% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
10,868
shares
|
$783,908
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,681
shares
|
$770,420
0.07% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
10,550
shares
|
$760,971
0.02% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
10,525
shares
|
$759,168
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
10,500
shares
|
$757,365
0.6% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,491
shares
|
$756,715
0.09% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
10,488
shares
|
$756,499
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,474
shares
|
$755,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
10,446
shares
|
$753,469
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
10,413
shares
|
$751,089
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,348
shares
|
$746,401
0.06% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
10,337
shares
|
$745,607
0.02% of portfolio
|
Q3 2024
Reduced 41.76%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,157
shares
|
$732,624
0.19% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
9,944
shares
|
$717,260
0.2% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,615
shares
|
$693,529
0.02% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,560
shares
|
$689,562
0.06% of portfolio
|
Q2 2022
Added 11.68%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,381
shares
|
$676,651
0.04% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
9,368
shares
|
$675,713
0.12% of portfolio
|
Q3 2024
Reduced 63.03%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
9,324
shares
|
$672,540
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,227
shares
|
$665,543
0.0% of portfolio
|
Q3 2024
Added 150.12%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,066
shares
|
$653,930
0.07% of portfolio
|
Q3 2024
New holding
|