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 |
---|---|---|---|---|---|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,979
shares
|
$332,547
0.0% of portfolio
|
Q3 2022
Added 14.22%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,953
shares
|
$330,810
0.1% of portfolio
|
Q3 2020
New holding
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
4,942
shares
|
$330,076
0.07% of portfolio
|
Q1 2024
Reduced 28.95%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
4,814
shares
|
$321,527
0.24% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
Gradient Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
4,813
shares
|
$321,460
0.11% of portfolio
|
Q1 2024
Added 0.02%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
4,807
shares
|
$321,059
0.01% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
Wilson & Boucher Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
4,800
shares
|
$320,592
0.24% of portfolio
|
Q2 2022
Added 2.13%
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
May 06, 2024 Q1 2024 |
4,780
shares
|
$319,256
0.21% of portfolio
|
Q1 2024
Reduced 48.67%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
4,697
shares
|
$313,712
0.03% of portfolio
|
Q4 2022
New holding
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,697
shares
|
$313,712
0.02% of portfolio
|
Q3 2021
New holding
|
|
Wedmont Private Capital
|
Apr 10, 2024 Q1 2024 |
4,676
shares
|
$312,310
0.02% of portfolio
|
Q4 2023
New holding
|
|
Wj Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
4,676
shares
|
$312,310
0.12% of portfolio
|
Q4 2023
Added 0.09%
|
|
Spc Financial, Inc.
|
May 03, 2024 Q1 2024 |
4,659
shares
|
$311,174
0.03% of portfolio
|
Q1 2024
Reduced 99.26%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
4,651
shares
|
$310,640
0.06% of portfolio
|
Q1 2024
Added 8.24%
|
|
Victory Financial Group, LLC
Austin, TX |
May 14, 2024 Q1 2024 |
4,627
shares
|
$309,037
0.18% of portfolio
|
Q1 2024
New holding
|
|
Focused Wealth Management, Inc
|
May 08, 2024 Q1 2024 |
4,558
shares
|
$304,428
0.04% of portfolio
|
Q1 2024
Added 0.53%
|
|
Flagstone Financial Management
Lincoln, NE |
May 01, 2024 Q1 2024 |
4,545
shares
|
$303,560
0.11% of portfolio
|
Q4 2023
New holding
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
4,489
shares
|
$299,820
0.02% of portfolio
|
Q1 2024
Reduced 28.97%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 22, 2024 Q1 2024 |
4,421
shares
|
$295,278
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
4,396
shares
|
$293,608
0.06% of portfolio
|
Q2 2023
Reduced 9.14%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Apr 25, 2024 Q1 2024 |
4,395
shares
|
$293,542
0.05% of portfolio
|
Q1 2024
New holding
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
4,339
shares
|
$289,801
0.0% of portfolio
|
Q1 2024
Reduced 40.28%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
4,335
shares
|
$289,534
0.01% of portfolio
|
Q1 2024
Reduced 56.29%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
4,327
shares
|
$289,000
0.02% of portfolio
|
Q4 2023
Reduced 8.73%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
4,315
shares
|
$288,198
0.0% of portfolio
|
Q4 2023
New holding
|