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 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
28,753
shares
|
$2.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
28,620
shares
|
$2.09 Million
1.18% of portfolio
|
Q1 2022
Reduced 61.56%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
28,149
shares
|
$2.05 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
27,906
shares
|
$2.03 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
27,713
shares
|
$2.02 Million
0.53% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
27,700
shares
|
$2.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
27,419
shares
|
$2 Million
0.27% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
27,133
shares
|
$1.98 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
26,830
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
26,784
shares
|
$1.95 Million
0.62% of portfolio
|
Q3 2024
Reduced 19.8%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
26,689
shares
|
$1.95 Million
0.96% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,665
shares
|
$1.94 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
26,645
shares
|
$1.94 Million
0.37% of portfolio
|
Q3 2024
Added 167.2%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,639
shares
|
$1.94 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
26,092
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
25,790
shares
|
$1.88 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
25,750
shares
|
$1.88 Million
1.07% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
25,688
shares
|
$1.87 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
25,670
shares
|
$1.87 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
25,314
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,286
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
25,286
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
25,190
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,951
shares
|
$1.82 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
24,683
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2024
Added 4.84%
|