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 |
---|---|---|---|---|---|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
99,761
shares
|
$6.62 Million
0.38% of portfolio
|
Q1 2024
Added 4.25%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
99,592
shares
|
$6.61 Million
0.5% of portfolio
|
Q1 2024
Added 4.7%
|
|
Kwb Wealth
Redlands, CA |
Apr 19, 2024 Q1 2024 |
98,175
shares
|
$6.51 Million
0.85% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
96,541
shares
|
$6.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.28%
|
|
Tempus Wealth Planning, LLC
|
Apr 19, 2024 Q1 2024 |
94,527
shares
|
$6.27 Million
2.95% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
93,942
shares
|
$6.23 Million
0.02% of portfolio
|
Q1 2024
Added 6.55%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
93,770
shares
|
$6.22 Million
0.0% of portfolio
|
Q1 2024
Added 127.51%
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 07, 2024 Q1 2024 |
93,319
shares
|
$6.19 Million
0.94% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
92,976
shares
|
$6.17 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
Redwood Financial Network Corp
|
May 02, 2024 Q1 2024 |
92,395
shares
|
$6.13 Million
5.19% of portfolio
|
Q1 2024
Added 20.06%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 15, 2024 Q1 2024 |
92,099
shares
|
$6.11 Million
4.42% of portfolio
|
Q1 2024
Added 0.75%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
91,552
shares
|
$6.07 Million
0.22% of portfolio
|
Q1 2024
Added 6.09%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
89,572
shares
|
$5.94 Million
0.19% of portfolio
|
Q1 2024
Reduced 10.37%
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
89,401
shares
|
$5.93 Million
0.59% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
88,447
shares
|
$5.87 Million
2.91% of portfolio
|
Q1 2024
Added 3.73%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
87,457
shares
|
$5.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
Hbw Advisory Services LLC
|
Apr 19, 2024 Q1 2024 |
85,771
shares
|
$5.69 Million
0.98% of portfolio
|
Q4 2023
Added 0.26%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
84,955
shares
|
$5.64 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
83,497
shares
|
$5.54 Million
2.46% of portfolio
|
Q1 2024
New holding
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 26, 2024 Q1 2024 |
82,584
shares
|
$5.48 Million
3.23% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
80,615
shares
|
$5.35 Million
0.01% of portfolio
|
Q1 2024
Added 849.98%
|
|
Peterson Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
79,480
shares
|
$5.27 Million
1.15% of portfolio
|
Q1 2024
Reduced 28.5%
|
|
Isthmus Partners, LLC
Madison, WI |
May 07, 2024 Q1 2024 |
76,816
shares
|
$5.1 Million
0.57% of portfolio
|
Q1 2024
Added 0.41%
|
|
Integrated Capital Management, Inc.
|
Apr 11, 2024 Q1 2024 |
76,235
shares
|
$5.06 Million
4.21% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
Values Added Financial LLC
Washington, DC |
Apr 25, 2024 Q1 2024 |
75,888
shares
|
$5.04 Million
3.8% of portfolio
|
Q1 2024
Reduced 4.59%
|