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 |
|---|---|---|---|---|---|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,402
shares
|
$396,128
0.2% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
5,392
shares
|
$395,395
0.03% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
5,362
shares
|
$393,195
0.07% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
5,276
shares
|
$386,889
0.08% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
5,276
shares
|
$386,889
0.09% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
5,258
shares
|
$385,569
0.05% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,256
shares
|
$385,422
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5,106
shares
|
$374,422
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,095
shares
|
$373,616
0.05% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
5,052
shares
|
$370,463
0.14% of portfolio
|
Q3 2024
Added 78.01%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,979
shares
|
$365,110
0.0% of portfolio
|
Q3 2022
Added 14.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,953
shares
|
$363,203
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
4,856
shares
|
$356,090
0.24% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
4,814
shares
|
$353,010
0.24% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
4,800
shares
|
$351,984
0.23% of portfolio
|
Q2 2022
Added 2.13%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,752
shares
|
$348,464
0.11% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,742
shares
|
$347,730
0.02% of portfolio
|
Q3 2024
Reduced 40.64%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,697
shares
|
$344,431
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,697
shares
|
$344,431
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,682
shares
|
$343,331
0.05% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
4,676
shares
|
$342,891
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
4,674
shares
|
$342,744
0.12% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,651
shares
|
$341,057
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
4,600
shares
|
$337,318
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
4,547
shares
|
$333,431
0.25% of portfolio
|
Q2 2024
Reduced 11.17%
|