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 |
|---|---|---|---|---|---|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
149,069
shares
|
$10.9 Million
3.27% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
148,589
shares
|
$10.9 Million
0.89% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
146,154
shares
|
$10.7 Million
9.53% of portfolio
|
Q4 2023
Added 64.85%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
140,807
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
139,663
shares
|
$10.2 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,269
shares
|
$9.98 Million
0.17% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
133,868
shares
|
$9.8 Million
5.17% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
130,553
shares
|
$9.56 Million
1.2% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
129,398
shares
|
$9.47 Million
4.81% of portfolio
|
Q3 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
128,819
shares
|
$9.43 Million
4.88% of portfolio
|
Q2 2022
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
127,610
shares
|
$9.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.54%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
126,950
shares
|
$9.3 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
124,791
shares
|
$9.14 Million
0.45% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
121,449
shares
|
$8.89 Million
0.05% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
120,859
shares
|
$8.85 Million
0.79% of portfolio
|
Q3 2024
Added 37.13%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
120,418
shares
|
$8.82 Million
1.06% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
115,604
shares
|
$8.46 Million
0.47% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
114,028
shares
|
$8.35 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
112,607
shares
|
$8.25 Million
1.48% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
112,114
shares
|
$8.21 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
108,662
shares
|
$7.96 Million
0.22% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
107,331
shares
|
$7.86 Million
5.96% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
105,381
shares
|
$7.72 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
102,951
shares
|
$7.54 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
102,859
shares
|
$7.53 Million
0.02% of portfolio
|
Q3 2024
Added 4.9%
|