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 631 institutions that hold shares in the stock, with a total of 85.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,421
shares
|
$454,478
0.02% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,420
shares
|
$454,407
0.02% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
6,395
shares
|
$452,638
0.33% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
6,296
shares
|
$445,630
0.3% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,288
shares
|
$445,064
0.0% of portfolio
|
Q2 2024
Added 4.57%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,229
shares
|
$440,888
0.24% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,224
shares
|
$440,534
0.14% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,200
shares
|
$438,836
0.06% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,142
shares
|
$434,730
0.01% of portfolio
|
Q3 2024
Reduced 85.11%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
6,122
shares
|
$433,315
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
6,049
shares
|
$428,148
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
5,983
shares
|
$423,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
5,877
shares
|
$415,974
0.17% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
5,865
shares
|
$415,124
0.03% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,819
shares
|
$411,868
0.25% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,816
shares
|
$411,656
0.0% of portfolio
|
Q2 2024
Added 557.18%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
5,770
shares
|
$408,400
12.34% of portfolio
|
Q1 2023
Reduced 97.86%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
5,763
shares
|
$407,905
0.04% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,732
shares
|
$405,710
0.02% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,731
shares
|
$405,640
0.05% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
5,677
shares
|
$401,818
0.01% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,667
shares
|
$401,110
0.15% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,661
shares
|
$400,685
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,634
shares
|
$398,774
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
5,610
shares
|
$397,075
0.0% of portfolio
|
Q3 2024
Reduced 25.7%
|