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 603 institutions that hold shares in the stock, with a total of 83.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$1.96 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
29,193
shares
|
$1.95 Million
0.58% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
29,127
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
28,695
shares
|
$1.92 Million
0.46% of portfolio
|
Q1 2024
Reduced 30.3%
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
28,620
shares
|
$1.91 Million
1.18% of portfolio
|
Q1 2022
Reduced 61.56%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
28,588
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
Added 210.71%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
28,558
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2024
Added 24.84%
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
May 14, 2024 Q1 2024 |
28,473
shares
|
$1.9 Million
0.85% of portfolio
|
Q1 2024
Reduced 50.27%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
28,356
shares
|
$1.89 Million
0.19% of portfolio
|
Q1 2024
Added 5.9%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
28,013
shares
|
$1.87 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Broderick Brian C
|
May 03, 2024 Q1 2024 |
28,000
shares
|
$1.87 Million
0.42% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Quent Capital, LLC
|
Jun 28, 2024 Q1 2024 |
27,572
shares
|
$1.84 Million
0.21% of portfolio
|
Q4 2023
Added 11.58%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Apr 17, 2024 Q1 2024 |
27,555
shares
|
$1.84 Million
0.95% of portfolio
|
Q1 2024
New holding
|
|
Oakwell Private Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
27,455
shares
|
$1.83 Million
0.54% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Towercrest Capital Management
Newtown, PA |
May 09, 2024 Q1 2024 |
27,359
shares
|
$1.83 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Sheets Smith Wealth Management
|
May 08, 2024 Q1 2024 |
26,994
shares
|
$1.8 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
26,861
shares
|
$1.79 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,665
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Northwest Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
26,549
shares
|
$1.77 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
26,430
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2024
Added 9.44%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
26,307
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
26,161
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Wealth Advisory Solutions, LLC
|
Apr 23, 2024 Q1 2024 |
25,470
shares
|
$1.7 Million
0.42% of portfolio
|
Q1 2024
New holding
|
|
Tennessee Valley Asset Management Partners
|
Apr 22, 2024 Q1 2024 |
25,415
shares
|
$1.7 Million
0.39% of portfolio
|
Q1 2024
Added 12.06%
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2024 Q1 2024 |
25,366
shares
|
$1.69 Million
1.2% of portfolio
|
Q1 2024
New holding
|