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 |
---|---|---|---|---|---|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
146,335
shares
|
$10.2 Million
0.8% of portfolio
|
Q2 2024
Added 0.93%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
146,154
shares
|
$10.1 Million
9.53% of portfolio
|
Q4 2023
Added 64.85%
|
|
Freedom Day Solutions, LLC
|
Jul 19, 2024 Q2 2024 |
145,986
shares
|
$10.1 Million
3.3% of portfolio
|
Q2 2024
Added 11.44%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
145,212
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2024
Added 6388.47%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
143,183
shares
|
$9.94 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Astor Investment Management LLC
|
Jul 31, 2024 Q2 2024 |
138,457
shares
|
$9.61 Million
4.88% of portfolio
|
Q2 2024
Reduced 15.18%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$9.46 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
Iron Financial, LLC
|
Jul 29, 2024 Q2 2024 |
135,670
shares
|
$9.42 Million
5.09% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
134,165
shares
|
$9.32 Million
0.39% of portfolio
|
Q2 2024
Added 14.34%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
128,921
shares
|
$8.95 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$8.94 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Sep 10, 2024 Q2 2024 |
126,874
shares
|
$8.81 Million
1.61% of portfolio
|
Q4 2019
Closed
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
122,213
shares
|
$8.49 Million
1.16% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
121,551
shares
|
$8.44 Million
1.65% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
118,643
shares
|
$8.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
115,371
shares
|
$8.01 Million
0.42% of portfolio
|
Q2 2024
Added 15.65%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
113,704
shares
|
$7.89 Million
0.31% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
109,925
shares
|
$7.63 Million
0.98% of portfolio
|
Q2 2024
Added 5.71%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
109,300
shares
|
$7.59 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
108,335
shares
|
$7.52 Million
0.04% of portfolio
|
Q2 2024
Added 0.68%
|
|
Sfg Wealth Management, Llc.
|
Jul 19, 2024 Q2 2024 |
105,597
shares
|
$7.33 Million
4.18% of portfolio
|
Q2 2024
Added 2.32%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
104,832
shares
|
$7.28 Million
0.52% of portfolio
|
Q2 2024
Added 5.26%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
104,380
shares
|
$7.25 Million
0.26% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
Treynor Bancshares, Inc.
|
Aug 14, 2024 Q2 2024 |
103,318
shares
|
$7.17 Million
7.96% of portfolio
|
Q2 2024
Reduced 43.16%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
101,504
shares
|
$7.05 Million
1.02% of portfolio
|
Q1 2023
Added 22.65%
|