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 631 institutions that hold shares in the stock, with a total of 85.4 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 |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
7,589
shares
|
$537,149
0.23% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$530,850
0.03% of portfolio
|
Q4 2022
Added 17.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,494
shares
|
$530,425
0.01% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
7,486
shares
|
$529,859
0.05% of portfolio
|
Q2 2023
Reduced 2.88%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,427
shares
|
$525,683
0.45% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
7,407
shares
|
$524,267
0.21% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,366
shares
|
$521,365
0.02% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
7,354
shares
|
$520,516
0.42% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,292
shares
|
$516,127
0.02% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,208
shares
|
$510,182
0.0% of portfolio
|
Q2 2024
Added 67.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,097
shares
|
$502,325
0.02% of portfolio
|
Q2 2024
Reduced 18.62%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
7,048
shares
|
$498,857
0.16% of portfolio
|
Q1 2021
Added 0.33%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
7,048
shares
|
$498,857
0.23% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,026
shares
|
$497,300
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
6,987
shares
|
$494,539
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,978
shares
|
$493,902
0.01% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,916
shares
|
$489,514
0.0% of portfolio
|
Q1 2024
Added 47.24%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
6,809
shares
|
$481,941
0.45% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,780
shares
|
$479,888
0.23% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
6,735
shares
|
$476,703
0.35% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
6,704
shares
|
$474,509
0.27% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
6,678
shares
|
$472,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
6,593
shares
|
$466,652
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
6,556
shares
|
$464,033
0.09% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,425
shares
|
$454,761
0.05% of portfolio
|
Q3 2024
Reduced 13.72%
|