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 $5.61 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
12,618
shares
|
$847,298
0.03% of portfolio
|
Q1 2024
Reduced 8.21%
|
|
Gen Trust, LLC
|
Apr 19, 2024 Q1 2024 |
12,562
shares
|
$843,538
0.05% of portfolio
|
Q1 2021
New holding
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2024 Q1 2024 |
12,355
shares
|
$829,638
0.49% of portfolio
|
Q1 2024
Reduced 10.18%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
12,003
shares
|
$806,001
0.04% of portfolio
|
Q1 2024
Added 0.08%
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
May 10, 2024 Q1 2024 |
11,807
shares
|
$792,840
0.43% of portfolio
|
Q1 2024
Reduced 68.93%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,777
shares
|
$790,825
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
Olio Financial Planning
|
Apr 15, 2024 Q1 2024 |
11,712
shares
|
$786,460
0.3% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
11,548
shares
|
$775,448
0.64% of portfolio
|
Q3 2023
Reduced 7.47%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 14, 2024 Q1 2024 |
11,470
shares
|
$770,210
0.03% of portfolio
|
Q1 2024
New holding
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 13, 2024 Q1 2024 |
11,464
shares
|
$769,807
0.25% of portfolio
|
Q1 2024
Added 5.12%
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Mar 11, 2024 Q4 2023 |
11,329
shares
|
$760,742
1.02% of portfolio
|
Q4 2023
New holding
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
11,311
shares
|
$759,533
0.1% of portfolio
|
Q1 2024
Added 6.93%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
11,305
shares
|
$759,130
0.11% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
11,271
shares
|
$756,847
0.03% of portfolio
|
Q1 2024
Reduced 91.6%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
11,034
shares
|
$740,933
0.02% of portfolio
|
Q1 2024
Added 24420.0%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
10,994
shares
|
$738,247
0.2% of portfolio
|
Q1 2024
Added 10.17%
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
10,924
shares
|
$733,546
0.45% of portfolio
|
Q1 2024
Added 0.19%
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
10,896
shares
|
$731,666
0.17% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
10,649
shares
|
$715,080
0.04% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
German American Bancorp, Inc.
Jasper, IN |
May 14, 2024 Q1 2024 |
10,525
shares
|
$706,753
0.08% of portfolio
|
Q4 2022
New holding
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
10,466
shares
|
$702,791
0.03% of portfolio
|
Q4 2020
Reduced 6.69%
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
10,357
shares
|
$695,472
0.14% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,348
shares
|
$694,868
0.06% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
Wiser Wealth Management, Inc
|
Apr 19, 2024 Q1 2024 |
10,315
shares
|
$692,652
0.22% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Apr 12, 2024 Q1 2024 |
10,128
shares
|
$680,095
0.28% of portfolio
|
Q1 2024
Added 4.14%
|