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 |
---|---|---|---|---|---|
Iron Financial, LLC
|
Apr 23, 2024 Q1 2024 |
147,141
shares
|
$9.76 Million
5.3% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
146,154
shares
|
$9.7 Million
9.53% of portfolio
|
Q4 2023
Added 64.85%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
144,985
shares
|
$9.62 Million
0.88% of portfolio
|
Q1 2024
Added 3.22%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
144,829
shares
|
$9.61 Million
0.0% of portfolio
|
Q1 2024
Added 5.1%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
144,102
shares
|
$9.56 Million
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$9.04 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
Zhang Financial LLC
|
Apr 24, 2024 Q1 2024 |
135,559
shares
|
$8.99 Million
0.65% of portfolio
|
Q1 2024
Added 98.58%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
132,703
shares
|
$8.8 Million
0.13% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
131,805
shares
|
$8.75 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
Freedom Day Solutions, LLC
|
Apr 24, 2024 Q1 2024 |
131,002
shares
|
$8.69 Million
3.0% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$8.55 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 18, 2024 Q1 2024 |
128,811
shares
|
$8.55 Million
4.89% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
128,210
shares
|
$8.51 Million
1.25% of portfolio
|
Q1 2024
Reduced 6.76%
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 13, 2024 Q1 2024 |
126,564
shares
|
$8.4 Million
1.69% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
122,292
shares
|
$8.11 Million
0.34% of portfolio
|
Q1 2024
Reduced 12.22%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
117,343
shares
|
$7.79 Million
0.35% of portfolio
|
Q1 2024
Reduced 10.16%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
115,700
shares
|
$7.68 Million
0.02% of portfolio
|
Q1 2024
Added 27.0%
|
|
Sentinel Trust CO Lba
Houston, TX |
May 15, 2024 Q1 2024 |
115,187
shares
|
$7.64 Million
0.96% of portfolio
|
Q1 2024
Reduced 14.71%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
112,741
shares
|
$7.48 Million
0.28% of portfolio
|
Q1 2024
Reduced 5.42%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
108,534
shares
|
$7.2 Million
1.03% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
107,600
shares
|
$7.14 Million
0.05% of portfolio
|
Q1 2024
Reduced 12.04%
|
|
Bensler, LLC
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
103,987
shares
|
$6.9 Million
0.97% of portfolio
|
Q1 2024
Added 2.29%
|
|
Sfg Wealth Management, Llc.
|
Apr 26, 2024 Q1 2024 |
103,199
shares
|
$6.85 Million
4.06% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
101,504
shares
|
$6.73 Million
1.02% of portfolio
|
Q1 2023
Added 22.65%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
100,969
shares
|
$6.7 Million
0.42% of portfolio
|
Q1 2024
Added 1.34%
|