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 |
---|---|---|---|---|---|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
100,969
shares
|
$7.01 Million
0.42% of portfolio
|
Q1 2024
Added 1.34%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
99,929
shares
|
$6.94 Million
5.63% of portfolio
|
Q2 2024
Added 8.15%
|
|
Kwb Wealth
Redlands, CA |
Jul 23, 2024 Q2 2024 |
98,175
shares
|
$6.82 Million
0.89% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
98,056
shares
|
$6.81 Million
0.02% of portfolio
|
Q2 2024
Added 4.38%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
95,749
shares
|
$6.65 Million
0.06% of portfolio
|
Q2 2024
Added 9.48%
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 13, 2024 Q2 2024 |
95,138
shares
|
$6.61 Million
4.31% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
93,122
shares
|
$6.47 Million
0.2% of portfolio
|
Q2 2024
Added 1.71%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
92,976
shares
|
$6.46 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 16, 2024 Q2 2024 |
92,101
shares
|
$6.39 Million
4.77% of portfolio
|
Q2 2024
Added 0.0%
|
|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
90,727
shares
|
$6.3 Million
2.66% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
89,953
shares
|
$6.25 Million
0.82% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
89,595
shares
|
$6.22 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
88,163
shares
|
$6.12 Million
2.93% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
88,135
shares
|
$6.12 Million
0.59% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
87,375
shares
|
$6.07 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
86,600
shares
|
$6.01 Million
0.01% of portfolio
|
Q2 2024
Added 64.95%
|
|
Cabot Wealth Management Inc
|
Jul 12, 2024 Q2 2024 |
85,087
shares
|
$5.91 Million
0.74% of portfolio
|
Q2 2024
Added 27.58%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
83,906
shares
|
$5.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
83,575
shares
|
$5.8 Million
2.48% of portfolio
|
Q2 2024
Added 0.09%
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 26, 2024 Q2 2024 |
81,039
shares
|
$5.63 Million
3.12% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 14, 2024 Q2 2024 |
77,912
shares
|
$5.41 Million
0.62% of portfolio
|
Q2 2024
Added 1.43%
|
|
Values Added Financial LLC
Washington, DC |
Jul 30, 2024 Q2 2024 |
75,807
shares
|
$5.26 Million
3.62% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Integrated Capital Management, Inc.
|
Jul 12, 2024 Q2 2024 |
75,716
shares
|
$5.26 Million
4.21% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
74,331
shares
|
$5.16 Million
0.83% of portfolio
|
Q2 2024
Added 7.07%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
73,237
shares
|
$5.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.15%
|