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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
254
shares
|
$17,978
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
254
shares
|
$17,978
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
251
shares
|
$17,765
0.0% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
246
shares
|
$17,411
0.0% of portfolio
|
Q3 2024
Added 1437.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
239
shares
|
$16,916
0.01% of portfolio
|
Q3 2024
Reduced 23.89%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
196
shares
|
$13,872
0.0% of portfolio
|
Q3 2024
Added 122.73%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
167
shares
|
$11,820
0.0% of portfolio
|
Q4 2023
Reduced 99.94%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
163
shares
|
$11,537
0.0% of portfolio
|
Q3 2024
Added 53.77%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
107
shares
|
$7,573
0.0% of portfolio
|
Q1 2023
Added 2040.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
106
shares
|
$7,502
0.02% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$7,078
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
74
shares
|
$5,237
0.0% of portfolio
|
Q4 2021
Reduced 29.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
68
shares
|
$4,813
0.0% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
56
shares
|
$3,963
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
50
shares
|
$3,539
0.0% of portfolio
|
Q3 2024
Reduced 81.34%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
41
shares
|
$2,901
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
40
shares
|
$2,831
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
36
shares
|
$2,548
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
32
shares
|
$2,264
0.0% of portfolio
|
Q3 2024
Reduced 52.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28
shares
|
$1,981
0.0% of portfolio
|
Q3 2024
Added 55.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,486
0.0% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
8
shares
|
$566
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
8
shares
|
$566
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|