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 630 institutions that hold shares in the stock, with a total of 85 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
729,286
shares
|
$53.4 Million
11.17% of portfolio
|
Q3 2024
Reduced 24.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
690,290
shares
|
$50.5 Million
0.16% of portfolio
|
Q3 2024
Added 196.01%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
675,354
shares
|
$49.4 Million
22.12% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
667,479
shares
|
$48.9 Million
8.21% of portfolio
|
Q3 2024
Added 332.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
653,667
shares
|
$47.9 Million
0.06% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
650,196
shares
|
$47.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
632,373
shares
|
$46.3 Million
5.62% of portfolio
|
Q1 2023
Reduced 12.69%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
622,920
shares
|
$45.6 Million
2.99% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
594,864
shares
|
$43.6 Million
11.02% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
588,526
shares
|
$43.1 Million
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
575,754
shares
|
$42.2 Million
2.24% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
564,211
shares
|
$41.3 Million
11.47% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
562,970
shares
|
$41.2 Million
5.35% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
562,020
shares
|
$41.2 Million
20.96% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
554,082
shares
|
$40.6 Million
9.37% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
511,683
shares
|
$37.5 Million
5.9% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
498,318
shares
|
$36.5 Million
2.69% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
492,370
shares
|
$36.1 Million
21.29% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
458,038
shares
|
$33.5 Million
3.88% of portfolio
|
Q3 2024
Added 1300.34%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
448,290
shares
|
$32.8 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
447,922
shares
|
$32.8 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
409,619
shares
|
$30 Million
1.08% of portfolio
|
Q2 2023
Added 16.04%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
400,416
shares
|
$29.3 Million
2.78% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
394,444
shares
|
$28.9 Million
8.99% of portfolio
|
Q3 2024
Reduced 38.38%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
392,389
shares
|
$28.7 Million
1.0% of portfolio
|
Q3 2024
Reduced 4.1%
|