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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
9,052
shares
|
$663,783
0.02% of portfolio
|
Q2 2023
Reduced 38.22%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
8,996
shares
|
$659,676
0.26% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
8,972
shares
|
$657,916
0.25% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
8,904
shares
|
$652,930
0.2% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,891
shares
|
$651,977
0.01% of portfolio
|
Q3 2024
Added 61.65%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,805
shares
|
$645,670
0.06% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
8,730
shares
|
$640,170
0.02% of portfolio
|
Q1 2023
Reduced 1.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,604
shares
|
$630,931
0.0% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
8,583
shares
|
$629,391
0.14% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
8,494
shares
|
$622,865
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
8,448
shares
|
$619,491
0.0% of portfolio
|
Q3 2024
Added 94.7%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
8,322
shares
|
$610,252
0.35% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
8,267
shares
|
$606,219
0.27% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
8,188
shares
|
$600,426
0.03% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
8,112
shares
|
$594,852
0.46% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
8,111
shares
|
$594,779
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
8,013
shares
|
$587,593
0.1% of portfolio
|
Q3 2024
Added 70.16%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,987
shares
|
$585,686
0.0% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
7,984
shares
|
$585,466
0.11% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,912
shares
|
$580,186
0.06% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
7,910
shares
|
$580,040
0.26% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
7,703
shares
|
$564,860
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
7,628
shares
|
$559,361
0.14% of portfolio
|
Q2 2024
Added 7.72%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
7,591
shares
|
$556,648
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
7,589
shares
|
$556,501
0.23% of portfolio
|
Q2 2024
Reduced 0.01%
|