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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
480
shares
|
$34,622
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
470
shares
|
$33,901
0.01% of portfolio
|
Q1 2023
Reduced 9.96%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
444
shares
|
$32,025
0.01% of portfolio
|
Q1 2023
Added 6.47%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
437
shares
|
$31,520
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
431
shares
|
$31,088
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
423
shares
|
$30,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
420
shares
|
$30,294
0.02% of portfolio
|
Q3 2024
Added 46.85%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
412
shares
|
$29,717
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
392
shares
|
$28,274
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
376
shares
|
$27,120
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
362
shares
|
$26,111
0.02% of portfolio
|
Q3 2024
Reduced 26.42%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
349
shares
|
$25,173
0.01% of portfolio
|
Q3 2024
Reduced 53.77%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
325
shares
|
$23,442
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
320
shares
|
$23,081
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310
shares
|
$22,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
304
shares
|
$21,927
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
293
shares
|
$21,134
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
268
shares
|
$19,330
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
262
shares
|
$18,898
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
262
shares
|
$18,898
0.0% of portfolio
|
Q3 2024
Reduced 68.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
262
shares
|
$18,898
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
262
shares
|
$18,898
0.01% of portfolio
|
Q3 2024
Added 434.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
262
shares
|
$18,898
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
254
shares
|
$18,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
254
shares
|
$18,321
0.01% of portfolio
|
Q3 2024
New holding
|