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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
217,648
shares
|
$15.9 Million
0.41% of portfolio
|
Q3 2022
Added 21.38%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
209,076
shares
|
$15.3 Million
7.6% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
195,019
shares
|
$14.3 Million
0.56% of portfolio
|
Q3 2024
Added 45.36%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
193,354
shares
|
$14.2 Million
4.92% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
188,634
shares
|
$13.8 Million
5.29% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
182,331
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Added 53.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
180,038
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
178,776
shares
|
$13.1 Million
4.91% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
178,011
shares
|
$13 Million
0.79% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
175,874
shares
|
$12.9 Million
9.36% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
174,968
shares
|
$12.8 Million
2.43% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
174,050
shares
|
$12.7 Million
2.28% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
173,751
shares
|
$12.7 Million
11.51% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
172,096
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
171,313
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
168,341
shares
|
$12.3 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
166,679
shares
|
$12.2 Million
8.04% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
164,215
shares
|
$12 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
163,527
shares
|
$12 Million
0.32% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
157,478
shares
|
$11.5 Million
4.81% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
156,102
shares
|
$11.4 Million
0.43% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
153,600
shares
|
$11.2 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
152,393
shares
|
$11.2 Million
1.72% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
152,279
shares
|
$11.1 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
151,975
shares
|
$11.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.38%
|