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 |
---|---|---|---|---|---|
N.E.W. Advisory Services LLC
|
Apr 24, 2024 Q1 2024 |
386,398
shares
|
$25.6 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.58%
|
|
Boston Standard Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
361,445
shares
|
$24 Million
5.25% of portfolio
|
Q1 2024
Added 5.8%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
353,735
shares
|
$23.5 Million
0.09% of portfolio
|
Q1 2024
Reduced 31.75%
|
|
Aquire Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
340,208
shares
|
$22.6 Million
7.63% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
331,629
shares
|
$22 Million
2.26% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
325,724
shares
|
$21.6 Million
1.55% of portfolio
|
Q1 2024
Added 0.35%
|
|
Fox Financial, Inc
Wyomissing, PA |
May 03, 2024 Q1 2024 |
325,628
shares
|
$21.6 Million
18.92% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 06, 2024 Q1 2024 |
319,543
shares
|
$21.2 Million
0.38% of portfolio
|
Q1 2024
Added 25.66%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
312,616
shares
|
$20.7 Million
8.37% of portfolio
|
Q1 2024
Added 4.54%
|
|
Dorval Corp
Maple Grove, MN |
Apr 26, 2024 Q1 2024 |
307,126
shares
|
$20.4 Million
8.86% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
301,974
shares
|
$20 Million
0.89% of portfolio
|
Q1 2024
Added 4.15%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
300,845
shares
|
$20 Million
0.22% of portfolio
|
Q1 2024
Added 7.59%
|
|
Callan Capital, LLC
La Jolla, CA |
May 03, 2024 Q1 2024 |
297,395
shares
|
$19.7 Million
1.69% of portfolio
|
Q1 2024
Reduced 10.71%
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
292,287
shares
|
$19.4 Million
0.68% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
285,577
shares
|
$18.9 Million
1.74% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Apr 10, 2024 Q1 2024 |
276,260
shares
|
$18.3 Million
4.11% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
272,941
shares
|
$18.1 Million
0.48% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
269,153
shares
|
$17.9 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
267,152
shares
|
$17.7 Million
9.68% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
253,557
shares
|
$16.8 Million
0.51% of portfolio
|
Q1 2024
Reduced 3.04%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
240,971
shares
|
$16 Million
1.43% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
237,945
shares
|
$15.8 Million
1.12% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
235,785
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2024
Added 20.56%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$14.4 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
May 10, 2024 Q1 2024 |
215,079
shares
|
$14.3 Million
9.94% of portfolio
|
Q1 2024
Added 1.56%
|