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 |
---|---|---|---|---|---|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
209,076
shares
|
$14.5 Million
7.6% of portfolio
|
Q2 2024
Added 7.17%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
196,053
shares
|
$13.6 Million
1.07% of portfolio
|
Q2 2024
Reduced 17.61%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 29, 2024 Q2 2024 |
195,712
shares
|
$13.6 Million
9.65% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
189,167
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 22, 2024 Q2 2024 |
184,658
shares
|
$12.8 Million
5.26% of portfolio
|
Q2 2024
Added 3.79%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
183,714
shares
|
$12.8 Million
2.47% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
183,089
shares
|
$12.7 Million
4.89% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
182,419
shares
|
$12.7 Million
0.05% of portfolio
|
Q2 2024
Added 3.12%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
180,085
shares
|
$12.5 Million
5.29% of portfolio
|
Q2 2024
Added 8.4%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
176,767
shares
|
$12.3 Million
2.5% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
173,751
shares
|
$12.1 Million
11.51% of portfolio
|
Q4 2023
Added 5.35%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
172,943
shares
|
$12 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
169,630
shares
|
$11.8 Million
0.34% of portfolio
|
Q2 2024
Added 2.06%
|
|
Ervin Investment Management, LLC
|
Jul 22, 2024 Q2 2024 |
165,512
shares
|
$11.5 Million
8.09% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
161,738
shares
|
$11.2 Million
0.33% of portfolio
|
Q2 2024
Reduced 17.69%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
157,478
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2024
Added 8.73%
|
|
G&S Capital LLC
|
Jul 30, 2024 Q2 2024 |
156,937
shares
|
$10.9 Million
4.42% of portfolio
|
Q2 2024
Added 4.35%
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
155,772
shares
|
$10.8 Million
0.47% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
Evensky & Katz LLC
|
Jul 26, 2024 Q2 2024 |
155,677
shares
|
$10.8 Million
0.72% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
155,111
shares
|
$10.8 Million
1.18% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
154,192
shares
|
$10.7 Million
1.68% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
152,721
shares
|
$10.6 Million
2.41% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
152,018
shares
|
$10.6 Million
1.83% of portfolio
|
Q2 2024
Added 77.24%
|
|
Zhang Financial LLC
|
Jul 19, 2024 Q2 2024 |
151,271
shares
|
$10.5 Million
0.71% of portfolio
|
Q2 2024
Added 11.59%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
147,922
shares
|
$10.3 Million
0.68% of portfolio
|
Q2 2024
Reduced 4.36%
|