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 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
75,477
shares
|
$5.45 Million
3.33% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
73,831
shares
|
$5.33 Million
0.38% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
71,856
shares
|
$5.19 Million
2.56% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
71,462
shares
|
$5.16 Million
0.02% of portfolio
|
Q3 2024
Added 1259.63%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
71,114
shares
|
$5.13 Million
2.21% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
69,932
shares
|
$5.05 Million
0.77% of portfolio
|
Q3 2024
Added 109.43%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
69,613
shares
|
$5.02 Million
1.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
67,411
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
66,915
shares
|
$4.83 Million
5.84% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
66,775
shares
|
$4.82 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
66,651
shares
|
$4.81 Million
1.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$4.72 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
65,257
shares
|
$4.71 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
64,291
shares
|
$4.64 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
63,022
shares
|
$4.55 Million
2.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
62,908
shares
|
$4.54 Million
0.38% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
62,709
shares
|
$4.53 Million
0.51% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
61,678
shares
|
$4.45 Million
0.44% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
60,330
shares
|
$4.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
59,635
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
59,377
shares
|
$4.28 Million
0.45% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
59,227
shares
|
$4.27 Million
1.38% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
58,590
shares
|
$4.23 Million
0.08% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
57,981
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
56,088
shares
|
$4.05 Million
1.15% of portfolio
|
Q3 2024
Added 6.67%
|