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 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$28.6 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
364,739
shares
|
$26.6 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
360,694
shares
|
$26.3 Million
4.92% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
344,654
shares
|
$25.1 Million
8.78% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
342,401
shares
|
$25 Million
0.39% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
334,055
shares
|
$24.4 Million
0.9% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
331,944
shares
|
$24.2 Million
0.23% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
324,170
shares
|
$23.6 Million
7.13% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
319,560
shares
|
$23.3 Million
1.73% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
318,926
shares
|
$23.2 Million
19.48% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
312,616
shares
|
$22.8 Million
8.37% of portfolio
|
Q1 2024
Added 4.54%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
308,392
shares
|
$22.5 Million
2.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
298,710
shares
|
$21.8 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
284,088
shares
|
$20.7 Million
8.04% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
283,296
shares
|
$20.7 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
272,837
shares
|
$19.9 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
268,695
shares
|
$19.6 Million
0.03% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$19.5 Million
9.68% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
265,282
shares
|
$19.3 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
257,002
shares
|
$18.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
248,685
shares
|
$18.1 Million
12.0% of portfolio
|
Q3 2024
Added 79.61%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
242,114
shares
|
$17.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
228,478
shares
|
$16.7 Million
0.0% of portfolio
|
Q3 2024
Added 217.19%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
224,296
shares
|
$16.4 Million
1.07% of portfolio
|
Q3 2024
Added 14.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
218,940
shares
|
$16 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|