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 |
---|---|---|---|---|---|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
168
shares
|
$11,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
167
shares
|
$11,080
0.0% of portfolio
|
Q4 2023
Reduced 99.94%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
154
shares
|
$10,217
0.0% of portfolio
|
Q1 2024
Reduced 9.94%
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
121
shares
|
$8,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
107
shares
|
$7,099
0.0% of portfolio
|
Q1 2023
Added 2040.0%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
105
shares
|
$6,966
0.01% of portfolio
|
Q4 2023
Added 0.96%
|
|
Tower View Investment Management & Research LLC
|
Apr 29, 2024 Q1 2024 |
100
shares
|
$6,634
0.0% of portfolio
|
Q1 2024
New holding
|
|
M&R Capital Management Inc
|
Apr 02, 2024 Q1 2024 |
88
shares
|
$5,838
0.0% of portfolio
|
Q1 2023
New holding
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
80
shares
|
$5,308
0.0% of portfolio
|
Q3 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
74
shares
|
$4,909
0.0% of portfolio
|
Q4 2021
Reduced 29.52%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
67
shares
|
$4,445
0.0% of portfolio
|
Q4 2023
Added 45.65%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
67
shares
|
$4,445
0.0% of portfolio
|
Q3 2023
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
May 02, 2024 Q1 2024 |
56
shares
|
$3,715
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pacifica Partners Inc.
|
Apr 12, 2024 Q1 2024 |
52
shares
|
$3,450
0.0% of portfolio
|
Q2 2023
Reduced 71.58%
|
|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
49
shares
|
$3,251
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
43
shares
|
$2,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
41
shares
|
$2,720
0.0% of portfolio
|
Q3 2023
Reduced 51.19%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
40
shares
|
$2,654
0.0% of portfolio
|
Q1 2022
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
27
shares
|
$1,791
0.0% of portfolio
|
Q1 2024
Reduced 77.12%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
25
shares
|
$1,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kessler Investment Group, LLC
|
Apr 22, 2024 Q1 2024 |
8
shares
|
$530
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|