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 |
---|---|---|---|---|---|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
403,787
shares
|
$28 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
N.E.W. Advisory Services LLC
|
Aug 02, 2024 Q2 2024 |
398,277
shares
|
$27.7 Million
2.86% of portfolio
|
Q2 2024
Added 3.07%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$27.2 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
381,204
shares
|
$26.5 Million
0.44% of portfolio
|
Q2 2024
Added 19.3%
|
|
Boston Standard Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
360,960
shares
|
$25.1 Million
5.26% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Aquire Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
329,500
shares
|
$22.9 Million
7.35% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
322,093
shares
|
$22.4 Million
0.95% of portfolio
|
Q2 2024
Added 6.66%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
318,246
shares
|
$22.1 Million
2.22% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
Fox Financial, Inc
Wyomissing, PA |
Jul 22, 2024 Q2 2024 |
317,480
shares
|
$22 Million
19.42% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
312,616
shares
|
$21.7 Million
8.37% of portfolio
|
Q1 2024
Added 4.54%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
312,148
shares
|
$21.7 Million
1.82% of portfolio
|
Q2 2024
Added 29.54%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
310,727
shares
|
$21.6 Million
0.23% of portfolio
|
Q2 2024
Added 3.28%
|
|
Dorval Corp
Maple Grove, MN |
Aug 01, 2024 Q2 2024 |
309,092
shares
|
$21.5 Million
8.79% of portfolio
|
Q2 2024
Added 0.64%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
295,458
shares
|
$20.5 Million
1.63% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
288,669
shares
|
$20 Million
0.7% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
279,170
shares
|
$19.4 Million
1.66% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
270,308
shares
|
$18.8 Million
3.89% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$18.5 Million
9.68% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
258,811
shares
|
$18 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
246,141
shares
|
$17.1 Million
0.47% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
238,074
shares
|
$16.5 Million
0.03% of portfolio
|
Q2 2024
Added 0.97%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
233,202
shares
|
$16.2 Million
0.06% of portfolio
|
Q2 2024
Reduced 34.07%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
221,194
shares
|
$15.4 Million
0.14% of portfolio
|
Q2 2024
Reduced 17.82%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$15.1 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
213,378
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2024
Added 13.68%
|