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 $6.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
17,628
shares
|
$1.29 Million
0.97% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17,605
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
17,446
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,236
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2022
Reduced 9.81%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
16,988
shares
|
$1.25 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
16,971
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
16,869
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2020
Reduced 56.53%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
16,726
shares
|
$1.23 Million
0.12% of portfolio
|
Q4 2023
Added 41.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
16,248
shares
|
$1.19 Million
0.36% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
16,036
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
16,029
shares
|
$1.18 Million
0.43% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
15,774
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
15,416
shares
|
$1.13 Million
0.67% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
15,386
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2024
Added 80.63%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
15,166
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,984
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 96.15%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
14,816
shares
|
$1.09 Million
0.27% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
14,546
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
14,486
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2023
Reduced 55.81%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
14,452
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
14,421
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
14,034
shares
|
$1.03 Million
0.53% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
13,700
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.16%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
13,621
shares
|
$998,827
0.08% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
13,545
shares
|
$993,254
0.19% of portfolio
|
Q3 2024
Reduced 7.4%
|