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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,106
shares
|
$81,102
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,076
shares
|
$78,903
0.0% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,056
shares
|
$77,436
0.0% of portfolio
|
Q3 2024
Reduced 82.58%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,052
shares
|
$77,143
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,039
shares
|
$76,189
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,031
shares
|
$75,603
0.0% of portfolio
|
Q3 2024
Reduced 33.05%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,025
shares
|
$75,163
0.02% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
993
shares
|
$72,816
0.0% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
972
shares
|
$71,276
0.03% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
950
shares
|
$69,663
0.02% of portfolio
|
Q3 2024
Reduced 34.75%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
940
shares
|
$68,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$65,997
0.0% of portfolio
|
Q4 2017
Added 500.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
899
shares
|
$65,923
0.0% of portfolio
|
Q2 2023
Reduced 60.26%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
827
shares
|
$60,643
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
823
shares
|
$60,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
764
shares
|
$56,024
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
740
shares
|
$54,264
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
722
shares
|
$52,944
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
675
shares
|
$49,497
0.0% of portfolio
|
Q3 2024
Reduced 69.47%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
569
shares
|
$41,724
0.01% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
552
shares
|
$40,478
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
536
shares
|
$39,304
0.0% of portfolio
|
Q3 2024
Added 34.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
484
shares
|
$35,491
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
480
shares
|
$35,198
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
480
shares
|
$35,198
0.01% of portfolio
|
Q1 2021
Reduced 35.74%
|