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 |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
9,964
shares
|
$669,082
0.01% of portfolio
|
Q1 2024
Added 26.21%
|
|
L & S Advisors Inc
Los Angeles, CA |
May 10, 2024 Q1 2024 |
9,804
shares
|
$658,338
0.08% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
Sequent Planning LLC
Omaha, NE |
May 14, 2024 Q1 2024 |
9,803
shares
|
$658,271
0.23% of portfolio
|
Q1 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
9,781
shares
|
$656,794
0.02% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
Twelve Points Wealth Management LLC
|
Apr 15, 2024 Q1 2024 |
9,726
shares
|
$653,100
0.23% of portfolio
|
Q1 2024
Added 5.42%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
9,645
shares
|
$647,661
0.0% of portfolio
|
Q1 2024
Reduced 70.64%
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2024 Q1 2024 |
9,567
shares
|
$642,424
0.26% of portfolio
|
Q1 2024
Added 60.06%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,560
shares
|
$641,954
0.06% of portfolio
|
Q2 2022
Added 11.68%
|
|
Moseley Investment Management Inc
|
Apr 04, 2024 Q1 2024 |
9,551
shares
|
$641,349
0.31% of portfolio
|
Q1 2024
Added 4.1%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,478
shares
|
$636,447
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sns Financial Group, LLC
|
Apr 24, 2024 Q1 2024 |
9,390
shares
|
$630,538
0.07% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
9,378
shares
|
$629,732
0.02% of portfolio
|
Q1 2024
Added 0.32%
|
|
Patten Group, Inc.
|
Apr 17, 2024 Q1 2024 |
9,187
shares
|
$616,907
0.15% of portfolio
|
Q1 2024
Added 1.22%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
9,052
shares
|
$607,841
0.02% of portfolio
|
Q2 2023
Reduced 38.22%
|
|
Destiny Wealth Partners, LLC
|
Apr 09, 2024 Q1 2024 |
8,982
shares
|
$603,141
0.11% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
8,928
shares
|
$599,515
0.0% of portfolio
|
Q1 2024
Reduced 21.91%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 15, 2024 Q1 2024 |
8,871
shares
|
$595,687
0.16% of portfolio
|
Q1 2024
Reduced 66.06%
|
|
Slate Stone Wealth, LLC
|
Apr 26, 2024 Q1 2024 |
8,835
shares
|
$593,270
0.06% of portfolio
|
Q4 2023
Added 1.14%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
8,763
shares
|
$588,435
0.03% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
8,730
shares
|
$586,219
0.03% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
8,721
shares
|
$585,615
0.03% of portfolio
|
Q3 2023
Reduced 36.03%
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
8,583
shares
|
$576,348
0.27% of portfolio
|
Q1 2024
New holding
|
|
L.M. Kohn & Company
|
Apr 25, 2024 Q1 2024 |
8,560
shares
|
$574,804
0.16% of portfolio
|
Q1 2024
Added 29.74%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
8,482
shares
|
$569,566
0.03% of portfolio
|
Q1 2024
Reduced 42.17%
|
|
Darrow Company, Inc.
|
May 01, 2024 Q1 2024 |
8,358
shares
|
$561,239
0.35% of portfolio
|
Q1 2024
Reduced 17.3%
|