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 |
|---|---|---|---|---|---|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
4,600
shares
|
$325,588
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
4,547
shares
|
$321,836
0.25% of portfolio
|
Q2 2024
Reduced 11.17%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
4,545
shares
|
$321,695
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,536
shares
|
$321,058
0.05% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
4,516
shares
|
$319,642
0.0% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
4,427
shares
|
$313,343
0.14% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
4,421
shares
|
$312,918
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,396
shares
|
$311,148
0.05% of portfolio
|
Q2 2023
Reduced 9.14%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
4,390
shares
|
$310,724
0.2% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
4,371
shares
|
$309,379
0.04% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
4,322
shares
|
$305,911
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,224
shares
|
$298,974
0.0% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,208
shares
|
$297,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
4,206
shares
|
$297,700
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,191
shares
|
$296,638
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
4,175
shares
|
$295,506
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
4,158
shares
|
$294,303
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
4,124
shares
|
$291,896
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
4,064
shares
|
$287,649
0.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$283,120
0.09% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,955
shares
|
$279,934
0.12% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,946
shares
|
$279,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,893
shares
|
$275,546
0.06% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,868
shares
|
$273,777
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,839
shares
|
$271,724
0.0% of portfolio
|
Q4 2023
New holding
|