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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
101,504
shares
|
$7.43 Million
1.02% of portfolio
|
Q1 2023
Added 22.65%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
99,535
shares
|
$7.29 Million
0.87% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
98,814
shares
|
$7.24 Million
0.21% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
94,961
shares
|
$6.95 Million
3.95% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
93,962
shares
|
$6.88 Million
0.38% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
93,764
shares
|
$6.87 Million
7.67% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
93,222
shares
|
$6.83 Million
4.79% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
92,976
shares
|
$6.81 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
91,734
shares
|
$6.72 Million
2.99% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
91,120
shares
|
$6.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
91,035
shares
|
$6.67 Million
2.5% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
89,490
shares
|
$6.55 Million
3.5% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
89,357
shares
|
$6.54 Million
0.79% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
89,246
shares
|
$6.53 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
87,512
shares
|
$6.41 Million
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
86,918
shares
|
$6.36 Million
0.0% of portfolio
|
Q3 2024
Added 39.76%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
84,925
shares
|
$6.22 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
84,257
shares
|
$6.17 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
83,575
shares
|
$6.12 Million
2.48% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
82,444
shares
|
$6.04 Million
0.08% of portfolio
|
Q3 2024
Added 88.37%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
79,305
shares
|
$5.81 Million
0.94% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
79,070
shares
|
$5.79 Million
4.52% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
77,803
shares
|
$5.7 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,717
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
76,100
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.38%
|