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 |
---|---|---|---|---|---|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 12, 2024 Q1 2024 |
37,250
shares
|
$2.47 Million
1.86% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
36,435
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
36,320
shares
|
$2.41 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
35,951
shares
|
$2.39 Million
1.38% of portfolio
|
Q2 2023
Reduced 7.31%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
35,900
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2024
Added 1.7%
|
|
Strategic Financial Planning, Inc.
|
Apr 22, 2024 Q1 2024 |
35,860
shares
|
$2.38 Million
1.72% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
35,614
shares
|
$2.36 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
35,285
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2024
Added 7.43%
|
|
Idaho Trust Bank
Boise, ID |
May 03, 2024 Q1 2024 |
34,841
shares
|
$2.31 Million
2.16% of portfolio
|
Q1 2024
New holding
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 24, 2024 Q1 2024 |
34,841
shares
|
$2.31 Million
2.17% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
34,318
shares
|
$2.28 Million
0.51% of portfolio
|
Q1 2024
Added 16.63%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
34,000
shares
|
$2.26 Million
0.56% of portfolio
|
Q4 2023
Reduced 4.75%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2024 Q1 2024 |
33,735
shares
|
$2.24 Million
0.61% of portfolio
|
Q1 2024
Reduced 9.38%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
33,375
shares
|
$2.21 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Winthrop Advisory Group LLC
|
Apr 17, 2024 Q1 2024 |
32,709
shares
|
$2.17 Million
0.3% of portfolio
|
Q1 2024
Reduced 92.96%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.13 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
32,068
shares
|
$2.13 Million
0.33% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.12 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.38%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 09, 2024 Q1 2024 |
31,733
shares
|
$2.11 Million
0.21% of portfolio
|
Q1 2024
Reduced 8.35%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
30,987
shares
|
$2.06 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
Wade Financial Advisory, Inc
|
May 13, 2024 Q1 2024 |
30,979
shares
|
$2.06 Million
0.72% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 07, 2024 Q1 2024 |
30,599
shares
|
$2.03 Million
0.72% of portfolio
|
Q1 2024
Reduced 54.03%
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2024 Q1 2024 |
30,325
shares
|
$2.01 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
30,163
shares
|
$2 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
29,417
shares
|
$1.95 Million
0.22% of portfolio
|
Q1 2024
Reduced 21.14%
|