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 |
---|---|---|---|---|---|
Strategic Financial Planning, Inc.
|
Aug 09, 2024 Q2 2024 |
35,862
shares
|
$2.49 Million
1.72% of portfolio
|
Q2 2024
Added 0.01%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
34,697
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.71%
|
|
Fingerlakes Wealth Management, Inc.
|
Aug 07, 2024 Q2 2024 |
34,147
shares
|
$2.37 Million
2.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
34,090
shares
|
$2.37 Million
0.57% of portfolio
|
Q2 2024
Added 0.26%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Jul 31, 2024 Q2 2024 |
33,395
shares
|
$2.32 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 07, 2024 Q2 2024 |
33,391
shares
|
$2.32 Million
0.37% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
33,293
shares
|
$2.31 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Winthrop Advisory Group LLC
|
Jul 18, 2024 Q2 2024 |
32,709
shares
|
$2.27 Million
0.29% of portfolio
|
Q1 2024
Reduced 92.96%
|
|
Cahill Wealth Management, LLC
Portage, MI |
Aug 13, 2024 Q2 2024 |
32,645
shares
|
$2.27 Million
1.29% of portfolio
|
Q2 2024
Added 28.77%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
32,440
shares
|
$2.25 Million
0.59% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.23 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,891
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2024
Added 11.55%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.21 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.38%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
31,078
shares
|
$2.16 Million
0.31% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
Wade Financial Advisory, Inc
|
Jul 25, 2024 Q2 2024 |
30,982
shares
|
$2.15 Million
0.74% of portfolio
|
Q2 2024
Added 0.01%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
30,163
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
30,144
shares
|
$2.09 Million
0.2% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 22, 2024 Q2 2024 |
29,962
shares
|
$2.08 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
29,870
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 22, 2024 Q2 2024 |
29,810
shares
|
$2.07 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
29,601
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$2.04 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
28,859
shares
|
$2 Million
0.04% of portfolio
|
Q2 2024
Added 1.05%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
28,857
shares
|
$2 Million
0.23% of portfolio
|
Q2 2024
Added 6.9%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
28,850
shares
|
$2 Million
0.22% of portfolio
|
Q2 2024
Added 4.64%
|