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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,347
shares
|
$978,735
0.04% of portfolio
|
Q3 2024
Added 212.06%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
13,335
shares
|
$977,855
0.28% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
13,154
shares
|
$964,582
0.61% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
12,881
shares
|
$944,563
0.19% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
12,825
shares
|
$940,457
0.16% of portfolio
|
Q1 2024
Added 24.03%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
12,743
shares
|
$934,444
0.95% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,634
shares
|
$926,451
0.03% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
12,571
shares
|
$921,831
0.0% of portfolio
|
Q2 2024
Reduced 19.71%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
12,562
shares
|
$921,171
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
12,454
shares
|
$913,251
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
12,245
shares
|
$897,925
0.17% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
12,223
shares
|
$896,312
0.13% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
12,015
shares
|
$881,059
0.02% of portfolio
|
Q3 2024
Added 49962.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,777
shares
|
$863,607
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
11,736
shares
|
$860,600
0.1% of portfolio
|
Q3 2024
Reduced 86.95%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
11,712
shares
|
$858,840
0.31% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
11,649
shares
|
$854,221
0.26% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
11,546
shares
|
$846,668
0.4% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,512
shares
|
$844,174
0.04% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
11,475
shares
|
$841,461
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
11,392
shares
|
$835,375
0.45% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
11,268
shares
|
$826,282
0.04% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
11,230
shares
|
$823,495
0.02% of portfolio
|
Q3 2024
Reduced 51.79%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
11,125
shares
|
$815,796
0.27% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
10,908
shares
|
$799,883
0.44% of portfolio
|
Q3 2024
Added 0.11%
|