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 |
---|---|---|---|---|---|
Dagco, Inc.
|
May 15, 2024 Q1 2024 |
51,779
shares
|
$3.44 Million
1.51% of portfolio
|
Q1 2024
New holding
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2024 Q1 2024 |
51,570
shares
|
$3.42 Million
0.68% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
Compass Financial Group, Inc.
|
May 02, 2024 Q1 2024 |
49,169
shares
|
$3.26 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
49,149
shares
|
$3.26 Million
0.34% of portfolio
|
Q1 2024
Added 136.0%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
47,921
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
Win Advisors, Inc
|
Apr 24, 2024 Q1 2024 |
47,165
shares
|
$3.13 Million
1.33% of portfolio
|
Q1 2024
New holding
|
|
Graypoint LLC
|
May 02, 2024 Q1 2024 |
46,862
shares
|
$3.11 Million
0.22% of portfolio
|
Q1 2024
Added 18.93%
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
May 02, 2024 Q1 2024 |
46,130
shares
|
$3.06 Million
1.33% of portfolio
|
Q1 2024
Reduced 70.31%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
46,080
shares
|
$3.06 Million
0.07% of portfolio
|
Q1 2024
Added 787.18%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
45,249
shares
|
$3 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
45,001
shares
|
$2.99 Million
0.14% of portfolio
|
Q1 2024
Added 20.38%
|
|
Advisor Os, LLC
|
May 08, 2024 Q1 2024 |
44,853
shares
|
$2.98 Million
0.34% of portfolio
|
Q1 2024
Added 0.42%
|
|
Mjp Associates Inc
|
Apr 11, 2024 Q1 2024 |
44,105
shares
|
$2.93 Million
0.62% of portfolio
|
Q1 2024
Added 4.42%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
44,100
shares
|
$2.93 Million
0.04% of portfolio
|
Q1 2024
Reduced 53.89%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
44,049
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
43,874
shares
|
$2.91 Million
0.05% of portfolio
|
Q1 2024
Reduced 13.2%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
42,603
shares
|
$2.83 Million
0.07% of portfolio
|
Q4 2023
Added 1.71%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
41,342
shares
|
$2.74 Million
0.03% of portfolio
|
Q1 2024
Reduced 82.44%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
40,839
shares
|
$2.71 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Sfmg, LLC
|
May 07, 2024 Q1 2024 |
40,596
shares
|
$2.69 Million
0.23% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
40,529
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2024
Added 122.5%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
May 02, 2024 Q1 2024 |
40,438
shares
|
$2.68 Million
1.31% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
40,389
shares
|
$2.68 Million
0.81% of portfolio
|
Q1 2024
Added 3.35%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
38,430
shares
|
$2.55 Million
0.03% of portfolio
|
Q1 2024
Reduced 23.09%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
37,439
shares
|
$2.48 Million
0.03% of portfolio
|
Q4 2023
New holding
|