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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,799
shares
|
$274,021
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,736
shares
|
$269,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,736
shares
|
$269,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,708
shares
|
$267,458
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,610
shares
|
$260,389
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,609
shares
|
$260,317
0.12% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,592
shares
|
$259,090
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
3,510
shares
|
$253,176
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,501
shares
|
$252,527
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
3,453
shares
|
$249,064
0.19% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
3,445
shares
|
$248,487
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
3,382
shares
|
$243,943
0.11% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,321
shares
|
$239,543
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,230
shares
|
$232,979
0.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
3,219
shares
|
$232,186
0.04% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$230,816
0.07% of portfolio
|
Q1 2024
Reduced 84.16%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
3,196
shares
|
$230,527
0.02% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,166
shares
|
$228,363
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,141
shares
|
$226,560
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,110
shares
|
$224,324
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
3,084
shares
|
$222,448
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
3,079
shares
|
$222,088
0.21% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$216,390
0.0% of portfolio
|
Q1 2023
Reduced 85.74%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$216,390
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$216,390
0.1% of portfolio
|
Q3 2024
New holding
|