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 |
---|---|---|---|---|---|
Slagle Financial, LLC
Edwardsville, IL |
May 15, 2024 Q1 2024 |
72,605
shares
|
$4.82 Million
2.53% of portfolio
|
Q1 2024
Reduced 52.17%
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2024 Q1 2024 |
72,001
shares
|
$4.78 Million
0.38% of portfolio
|
Q1 2024
Added 7.44%
|
|
Exchange Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
69,422
shares
|
$4.61 Million
0.74% of portfolio
|
Q1 2024
Added 8.73%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
66,880
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
66,775
shares
|
$4.43 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
66,694
shares
|
$4.43 Million
0.56% of portfolio
|
Q1 2024
Added 6.14%
|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
66,470
shares
|
$4.41 Million
1.07% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
66,429
shares
|
$4.41 Million
0.53% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Tkg Advisors, LLC
|
May 01, 2024 Q1 2024 |
66,159
shares
|
$4.39 Million
2.42% of portfolio
|
Q1 2024
Added 17.54%
|
|
Orca Investment Management, LLC
|
Apr 24, 2024 Q1 2024 |
65,915
shares
|
$4.37 Million
4.09% of portfolio
|
Q1 2024
Added 0.39%
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
65,457
shares
|
$4.34 Million
2.09% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
65,334
shares
|
$4.33 Million
0.16% of portfolio
|
Q4 2023
Added 173.41%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
64,413
shares
|
$4.27 Million
0.01% of portfolio
|
Q1 2024
Added 17.83%
|
|
Lvm Capital Management LTD
|
Apr 15, 2024 Q1 2024 |
64,194
shares
|
$4.26 Million
0.49% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
Praetorian Wealth Management, Inc.
|
Apr 10, 2024 Q1 2024 |
63,790
shares
|
$4.23 Million
1.1% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
60,504
shares
|
$4.01 Million
0.04% of portfolio
|
Q2 2023
Reduced 16.09%
|
|
Advocacy Wealth Management Services, LLC
|
Apr 15, 2024 Q1 2024 |
59,174
shares
|
$3.93 Million
0.36% of portfolio
|
Q1 2024
Added 9.35%
|
|
Trinity Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
58,856
shares
|
$3.91 Million
1.95% of portfolio
|
Q1 2024
Added 1.35%
|
|
Aldebaran Financial Inc.
|
May 13, 2024 Q1 2024 |
57,747
shares
|
$3.83 Million
5.57% of portfolio
|
Q1 2024
Added 15.83%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
57,352
shares
|
$3.81 Million
0.33% of portfolio
|
Q1 2024
Added 6.33%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
56,060
shares
|
$3.72 Million
0.08% of portfolio
|
Q1 2024
Added 3.63%
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
53,945
shares
|
$3.58 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
53,542
shares
|
$3.55 Million
0.11% of portfolio
|
Q1 2024
Added 94.64%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
52,500
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2024
Added 39.63%
|
|
Apeiron Ria LLC
|
Apr 15, 2024 Q1 2024 |
52,269
shares
|
$3.47 Million
0.98% of portfolio
|
Q1 2024
Added 0.66%
|