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 |
---|---|---|---|---|---|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
196,503
shares
|
$13 Million
0.42% of portfolio
|
Q1 2024
Added 1.38%
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
May 15, 2024 Q1 2024 |
195,081
shares
|
$12.9 Million
7.02% of portfolio
|
Q1 2024
Added 6.85%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
194,650
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
188,914
shares
|
$12.5 Million
2.62% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
Retirement Capital Strategies
|
May 13, 2024 Q1 2024 |
188,132
shares
|
$12.5 Million
4.94% of portfolio
|
Q1 2024
Reduced 26.2%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
187,700
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 68.26%
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
183,906
shares
|
$12.2 Million
0.28% of portfolio
|
Q4 2022
Added 65.62%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
183,744
shares
|
$12.2 Million
0.33% of portfolio
|
Q1 2024
Added 7.48%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
182,568
shares
|
$12.1 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.97%
|
|
Treynor Bancshares, Inc.
|
May 15, 2024 Q1 2024 |
181,785
shares
|
$12.1 Million
7.24% of portfolio
|
Q1 2024
Added 0.48%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 18, 2024 Q1 2024 |
177,921
shares
|
$11.8 Million
5.43% of portfolio
|
Q1 2024
Added 0.38%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
May 13, 2024 Q1 2024 |
177,617
shares
|
$11.8 Million
2.47% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
176,907
shares
|
$11.7 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.59%
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
173,751
shares
|
$11.5 Million
11.51% of portfolio
|
Q4 2023
Added 5.35%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
166,203
shares
|
$11 Million
0.34% of portfolio
|
Q1 2024
Reduced 43.07%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Apr 18, 2024 Q1 2024 |
166,133
shares
|
$11 Million
5.22% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
Ervin Investment Management, LLC
|
Apr 15, 2024 Q1 2024 |
166,078
shares
|
$11 Million
7.96% of portfolio
|
Q1 2024
Added 0.23%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
163,825
shares
|
$10.9 Million
1.93% of portfolio
|
Q1 2024
Added 0.06%
|
|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
163,664
shares
|
$10.9 Million
0.31% of portfolio
|
Q1 2024
Reduced 46.12%
|
|
Astor Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
163,235
shares
|
$10.8 Million
4.65% of portfolio
|
Q1 2024
Reduced 56.37%
|
|
Evensky & Katz LLC
|
Apr 08, 2024 Q1 2024 |
162,476
shares
|
$10.8 Million
0.74% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
159,893
shares
|
$10.6 Million
1.19% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
154,663
shares
|
$10.3 Million
0.78% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
154,046
shares
|
$10.2 Million
2.35% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
G&S Capital LLC
|
Apr 15, 2024 Q1 2024 |
150,388
shares
|
$9.98 Million
4.42% of portfolio
|
Q1 2024
Added 6.62%
|