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 $5.54 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 06, 2024 Q1 2024 |
704,824
shares
|
$46.8 Million
12.48% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
693,766
shares
|
$46 Million
0.75% of portfolio
|
Q1 2024
Reduced 33.11%
|
|
Weitzel Financial Services, Inc.
|
Apr 10, 2024 Q1 2024 |
684,366
shares
|
$45.4 Million
22.06% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 07, 2023 Q4 2022 |
661,500
shares
|
$43.9 Million
0.6% of portfolio
|
Q4 2022
Added 6200.0%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
632,373
shares
|
$42 Million
5.62% of portfolio
|
Q1 2023
Reduced 12.69%
|
|
Rinkey Investments
San Diego, CA |
May 02, 2024 Q1 2024 |
627,955
shares
|
$41.7 Million
14.72% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
597,829
shares
|
$39.7 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
572,596
shares
|
$38 Million
10.66% of portfolio
|
Q1 2024
Added 0.86%
|
|
Royal Harbor Partners, LLC
|
Apr 29, 2024 Q1 2024 |
563,074
shares
|
$37.4 Million
17.21% of portfolio
|
Q1 2024
Reduced 18.16%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
560,111
shares
|
$37.2 Million
3.22% of portfolio
|
Q1 2024
Added 6.28%
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
550,351
shares
|
$36.5 Million
11.33% of portfolio
|
Q1 2024
Added 4.56%
|
|
Asset Management Resources, LLC
|
Jan 24, 2024 Q4 2023 |
546,131
shares
|
$36.2 Million
18.86% of portfolio
|
Q4 2023
Added 0.33%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
514,272
shares
|
$34.1 Million
3.0% of portfolio
|
Q1 2024
Added 18.55%
|
|
Treasure Coast Financial Planning
|
Apr 26, 2024 Q1 2024 |
510,481
shares
|
$33.9 Million
21.42% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 08, 2024 Q1 2024 |
506,435
shares
|
$33.6 Million
2.07% of portfolio
|
Q1 2024
Added 31.41%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
499,858
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.02%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
496,576
shares
|
$32.9 Million
0.05% of portfolio
|
Q1 2024
Reduced 20.23%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
492,899
shares
|
$32.7 Million
0.41% of portfolio
|
Q1 2024
Reduced 11.53%
|
|
Symphony Financial, Ltd. Co.
|
Apr 17, 2024 Q1 2024 |
479,842
shares
|
$31.8 Million
7.19% of portfolio
|
Q1 2024
Added 5.61%
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 09, 2024 Q1 2024 |
452,643
shares
|
$30 Million
2.04% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
May 10, 2024 Q1 2024 |
443,662
shares
|
$29.4 Million
1.04% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
416,204
shares
|
$27.6 Million
10.18% of portfolio
|
Q1 2024
Reduced 16.02%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$27.2 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
405,557
shares
|
$26.9 Million
0.62% of portfolio
|
Q1 2024
New holding
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
392,291
shares
|
$26 Million
2.66% of portfolio
|
Q4 2023
Reduced 26.53%
|