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 |
|---|---|---|---|---|---|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
4,545
shares
|
$333,284
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,536
shares
|
$332,624
0.05% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
4,516
shares
|
$331,158
0.0% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
4,427
shares
|
$324,631
0.14% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
4,421
shares
|
$324,191
0.01% of portfolio
|
Q3 2023
Reduced 5.21%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,396
shares
|
$322,358
0.05% of portfolio
|
Q2 2023
Reduced 9.14%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
4,390
shares
|
$321,918
0.2% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
4,371
shares
|
$320,525
0.04% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
4,322
shares
|
$316,932
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,224
shares
|
$309,745
0.0% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,208
shares
|
$308,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
4,206
shares
|
$308,425
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,191
shares
|
$307,326
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
4,175
shares
|
$306,152
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
4,158
shares
|
$304,906
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
4,124
shares
|
$302,412
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
4,064
shares
|
$298,013
0.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$293,320
0.09% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,955
shares
|
$290,020
0.12% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,946
shares
|
$289,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,893
shares
|
$285,473
0.06% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,868
shares
|
$283,640
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,839
shares
|
$281,513
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,819
shares
|
$280,047
0.02% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,799
shares
|
$278,580
0.04% of portfolio
|
Q4 2023
New holding
|