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 |
---|---|---|---|---|---|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
480
shares
|
$31,847
0.01% of portfolio
|
Q1 2021
Reduced 35.74%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
480
shares
|
$31,847
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
470
shares
|
$31,184
0.01% of portfolio
|
Q1 2023
Reduced 9.96%
|
|
Stuart Chaussee & Associates, Inc.
|
May 08, 2024 Q1 2024 |
444
shares
|
$29,459
0.02% of portfolio
|
Q1 2023
Added 6.47%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
437
shares
|
$28,994
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
413
shares
|
$27,402
0.0% of portfolio
|
Q1 2024
Reduced 5.28%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
412
shares
|
$27,336
0.0% of portfolio
|
Q1 2023
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
377
shares
|
$25,013
0.0% of portfolio
|
Q1 2024
Reduced 60.73%
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
376
shares
|
$24,947
0.0% of portfolio
|
Q3 2022
New holding
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
325
shares
|
$21,563
0.0% of portfolio
|
Q4 2021
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
321
shares
|
$21,298
0.0% of portfolio
|
Q1 2024
Reduced 86.29%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
318
shares
|
$21,099
0.01% of portfolio
|
Q1 2024
Added 0.32%
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
310
shares
|
$20,568
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
304
shares
|
$20,170
0.01% of portfolio
|
Q2 2023
New holding
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
293
shares
|
$19,440
0.01% of portfolio
|
Q1 2023
New holding
|
|
Paladin Advisory Group, LLC
|
May 08, 2024 Q1 2024 |
284
shares
|
$18,843
0.01% of portfolio
|
Q1 2024
Added 1.07%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
274
shares
|
$18,179
0.0% of portfolio
|
Q1 2024
Reduced 4.86%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
262
shares
|
$17,383
0.0% of portfolio
|
Q3 2021
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
262
shares
|
$17,383
0.0% of portfolio
|
Q1 2022
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
262
shares
|
$17,383
0.01% of portfolio
|
Q2 2023
New holding
|
|
Central Bank & Trust CO
|
Apr 11, 2024 Q1 2024 |
262
shares
|
$17,383
0.0% of portfolio
|
Q1 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
231
shares
|
$15,326
0.01% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
230
shares
|
$15,260
0.0% of portfolio
|
Q4 2023
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
209
shares
|
$13,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
170
shares
|
$11,279
0.0% of portfolio
|
Q1 2024
Added 325.0%
|