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 |
---|---|---|---|---|---|
Cahill Wealth Management, LLC
Portage, MI |
May 10, 2024 Q1 2024 |
25,352
shares
|
$1.69 Million
0.95% of portfolio
|
Q1 2024
Added 9.56%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,951
shares
|
$1.67 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
24,587
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2024
Reduced 11.31%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
24,455
shares
|
$1.63 Million
0.29% of portfolio
|
Q1 2024
Added 0.6%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,434
shares
|
$1.63 Million
0.4% of portfolio
|
Q3 2023
New holding
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
24,427
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 01, 2024 Q1 2024 |
24,092
shares
|
$1.61 Million
0.45% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
23,885
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2024
Added 0.11%
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Apr 17, 2024 Q1 2024 |
23,450
shares
|
$1.57 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 17, 2024 Q1 2024 |
23,406
shares
|
$1.56 Million
0.72% of portfolio
|
Q1 2024
Added 0.27%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
23,307
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2024
Added 0.34%
|
|
Echo Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
23,284
shares
|
$1.56 Million
1.39% of portfolio
|
Q1 2024
Added 2.65%
|
|
Morling Financial Advisors, LLC
|
May 13, 2024 Q1 2024 |
22,714
shares
|
$1.52 Million
0.84% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
Astoria Strategic Wealth, Inc.
|
May 07, 2024 Q1 2024 |
22,453
shares
|
$1.5 Million
0.46% of portfolio
|
Q1 2024
Added 2.24%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
22,214
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2024
Reduced 11.98%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
22,170
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2024
Added 1.48%
|
|
Wooster Corthell Wealth Management, Inc.
|
Apr 29, 2024 Q1 2024 |
21,741
shares
|
$1.45 Million
0.32% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
21,654
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2024
Added 0.79%
|
|
Sunburst Financial Group, LLC
|
Apr 15, 2024 Q1 2024 |
21,465
shares
|
$1.43 Million
0.41% of portfolio
|
Q1 2024
Added 0.1%
|
|
Telos Capital Management, Inc.
|
Apr 24, 2024 Q1 2024 |
21,145
shares
|
$1.41 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
Lex Aurum Advisors, LLC
|
Apr 10, 2024 Q1 2024 |
21,129
shares
|
$1.41 Million
0.35% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 04, 2024 Q1 2024 |
20,840
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2024
Added 2.37%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
20,822
shares
|
$1.39 Million
0.58% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
Stewardship Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
20,665
shares
|
$1.38 Million
0.46% of portfolio
|
Q1 2023
Reduced 0.98%
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
20,458
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2024
Reduced 4.74%
|