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 $5.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Crumly & Associates Inc.
|
May 01, 2024 Q1 2024 |
7,048
shares
|
$470,735
0.13% of portfolio
|
Q1 2021
Added 0.33%
|
|
Flynn Zito Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
7,027
shares
|
$469,333
0.23% of portfolio
|
Q1 2024
Reduced 18.82%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
7,019
shares
|
$468,799
0.01% of portfolio
|
Q1 2024
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
6,926
shares
|
$462,587
0.37% of portfolio
|
Q4 2023
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
6,916
shares
|
$461,919
0.0% of portfolio
|
Q1 2024
Added 47.24%
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
6,753
shares
|
$451,032
0.02% of portfolio
|
Q1 2024
Added 0.33%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 09, 2024 Q1 2024 |
6,699
shares
|
$447,426
0.09% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
Gilbert & Cook, Inc.
|
May 02, 2024 Q1 2024 |
6,628
shares
|
$442,684
0.06% of portfolio
|
Q3 2023
New holding
|
|
Howard Wealth Management, LLC
Madison, CT |
May 06, 2024 Q1 2024 |
6,578
shares
|
$439,344
0.34% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 24, 2024 Q1 2024 |
6,548
shares
|
$437,340
0.35% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
6,510
shares
|
$434,802
0.02% of portfolio
|
Q1 2024
Reduced 7.36%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
6,478
shares
|
$432,665
0.07% of portfolio
|
Q1 2024
Reduced 20.29%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
6,344
shares
|
$423,715
0.18% of portfolio
|
Q1 2024
Added 7.93%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 19, 2024 Q1 2024 |
6,325
shares
|
$422,446
0.33% of portfolio
|
Q1 2024
Added 1.64%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
6,283
shares
|
$419,641
0.0% of portfolio
|
Q2 2023
Reduced 18.82%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
6,262
shares
|
$418,238
0.07% of portfolio
|
Q1 2024
Reduced 52.03%
|
|
Rda Financial Network
|
Apr 11, 2024 Q1 2024 |
6,224
shares
|
$415,700
0.14% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 30, 2024 Q1 2024 |
6,198
shares
|
$413,964
0.17% of portfolio
|
Q1 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
6,141
shares
|
$410,157
0.02% of portfolio
|
Q4 2023
Reduced 12.12%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
6,136
shares
|
$409,823
0.02% of portfolio
|
Q1 2024
Reduced 11.23%
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
6,073
shares
|
$405,615
0.06% of portfolio
|
Q1 2024
Added 0.07%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 22, 2024 Q1 2024 |
6,064
shares
|
$405,014
0.05% of portfolio
|
Q1 2024
Reduced 16.61%
|
|
Fusion Capital, LLC
|
May 15, 2024 Q1 2024 |
6,044
shares
|
$403,678
0.18% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
6,039
shares
|
$403,344
0.01% of portfolio
|
Q1 2024
Added 22.47%
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 15, 2024 Q1 2024 |
6,029
shares
|
$402,676
0.28% of portfolio
|
Q1 2024
Reduced 4.56%
|