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 |
---|---|---|---|---|---|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 31, 2024 Q2 2024 |
737,456
shares
|
$51.2 Million
12.63% of portfolio
|
Q2 2024
Added 4.63%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
721,368
shares
|
$50.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
700,017
shares
|
$48.6 Million
0.76% of portfolio
|
Q2 2024
Added 0.9%
|
|
Weitzel Financial Services, Inc.
|
Aug 06, 2024 Q2 2024 |
680,448
shares
|
$47.2 Million
22.48% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
642,939
shares
|
$44.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.8%
|
|
Rinkey Investments
San Diego, CA |
Jul 31, 2024 Q2 2024 |
640,158
shares
|
$44.4 Million
15.3% of portfolio
|
Q2 2024
Added 1.94%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
636,543
shares
|
$44.2 Million
3.05% of portfolio
|
Q2 2024
Added 95.42%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
632,373
shares
|
$43.9 Million
5.62% of portfolio
|
Q1 2023
Reduced 12.69%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
588,349
shares
|
$40.8 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
560,472
shares
|
$38.9 Million
11.15% of portfolio
|
Q2 2024
Added 1.84%
|
|
Royal Harbor Partners, LLC
|
Jul 30, 2024 Q2 2024 |
554,932
shares
|
$38.5 Million
18.72% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Portfolio Strategies, Inc.
|
Aug 12, 2024 Q2 2024 |
551,682
shares
|
$38.3 Million
5.0% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
548,938
shares
|
$38.1 Million
2.17% of portfolio
|
Q2 2024
Added 8.39%
|
|
Asset Management Resources, LLC
|
Jan 24, 2024 Q4 2023 |
546,131
shares
|
$37.9 Million
18.86% of portfolio
|
Q4 2023
Added 0.33%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
525,349
shares
|
$36.5 Million
10.36% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
522,964
shares
|
$36.3 Million
3.01% of portfolio
|
Q2 2024
Added 1.69%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
504,373
shares
|
$35 Million
0.05% of portfolio
|
Q2 2024
Added 1.57%
|
|
Symphony Financial, Ltd. Co.
|
Jul 17, 2024 Q2 2024 |
501,965
shares
|
$34.9 Million
6.1% of portfolio
|
Q2 2024
Added 4.61%
|
|
Treasure Coast Financial Planning
|
Jul 22, 2024 Q2 2024 |
490,106
shares
|
$34 Million
21.45% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
468,559
shares
|
$32.5 Million
0.38% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
450,454
shares
|
$31.3 Million
1.94% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
448,840
shares
|
$31.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$28.4 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
409,157
shares
|
$28.4 Million
1.02% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
408,853
shares
|
$28.4 Million
10.17% of portfolio
|
Q2 2024
Reduced 1.77%
|