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 |
---|---|---|---|---|---|
Peterson Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
72,051
shares
|
$5 Million
1.07% of portfolio
|
Q2 2024
Reduced 9.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
72,033
shares
|
$5 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.18%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
71,689
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2024
Added 7.19%
|
|
Tkg Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
71,259
shares
|
$4.95 Million
2.63% of portfolio
|
Q2 2024
Added 7.71%
|
|
Slagle Financial, LLC
Edwardsville, IL |
Jul 24, 2024 Q2 2024 |
70,918
shares
|
$4.92 Million
2.41% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
69,641
shares
|
$4.84 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
Orca Investment Management, LLC
|
Aug 06, 2024 Q2 2024 |
67,268
shares
|
$4.67 Million
4.43% of portfolio
|
Q2 2024
Added 2.05%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
66,775
shares
|
$4.64 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
66,462
shares
|
$4.61 Million
1.06% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Aldebaran Financial Inc.
|
Aug 22, 2024 Q2 2024 |
66,264
shares
|
$4.6 Million
6.14% of portfolio
|
Q2 2024
Added 14.75%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
66,091
shares
|
$4.59 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
65,628
shares
|
$4.56 Million
1.44% of portfolio
|
Q2 2024
New holding
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$4.54 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
64,332
shares
|
$4.47 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Sentinel Trust CO Lba
Houston, TX |
Aug 13, 2024 Q2 2024 |
63,287
shares
|
$4.39 Million
0.52% of portfolio
|
Q2 2024
Reduced 45.06%
|
|
Trinity Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
62,955
shares
|
$4.37 Million
2.1% of portfolio
|
Q2 2024
Added 6.96%
|
|
Lvm Capital Management LTD
|
Jul 16, 2024 Q2 2024 |
62,709
shares
|
$4.35 Million
0.47% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
62,191
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 35.58%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
61,766
shares
|
$4.29 Million
0.05% of portfolio
|
Q2 2024
Added 40.78%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
59,242
shares
|
$4.11 Million
0.49% of portfolio
|
Q2 2024
Added 9.82%
|
|
Advocacy Wealth Management Services, LLC
|
Jul 10, 2024 Q2 2024 |
59,113
shares
|
$4.1 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
58,590
shares
|
$4.07 Million
0.08% of portfolio
|
Q2 2024
Added 4.51%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
58,081
shares
|
$4.03 Million
0.32% of portfolio
|
Q2 2024
Added 1.27%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
57,757
shares
|
$4.01 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
55,531
shares
|
$3.86 Million
0.39% of portfolio
|
Q2 2024
Added 12.99%
|