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 |
|---|---|---|---|---|---|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
54,415
shares
|
$3.98 Million
0.96% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
54,109
shares
|
$3.96 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
52,145
shares
|
$3.82 Million
0.04% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
51,926
shares
|
$3.8 Million
0.64% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
51,552
shares
|
$3.77 Million
0.24% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
49,494
shares
|
$3.62 Million
1.43% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
47,783
shares
|
$3.5 Million
0.05% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
46,518
shares
|
$3.41 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
45,765
shares
|
$3.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
45,649
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
44,919
shares
|
$3.29 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
44,099
shares
|
$3.23 Million
0.32% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
43,613
shares
|
$3.19 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
43,290
shares
|
$3.17 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
42,603
shares
|
$3.12 Million
0.07% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
42,324
shares
|
$3.1 Million
0.86% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
41,907
shares
|
$3.07 Million
0.33% of portfolio
|
Q3 2024
Reduced 33.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
40,949
shares
|
$3 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
40,895
shares
|
$2.99 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
40,396
shares
|
$2.96 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
40,331
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
38,526
shares
|
$2.82 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
38,031
shares
|
$2.78 Million
2.51% of portfolio
|
Q3 2024
Reduced 43.46%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
37,607
shares
|
$2.75 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
36,768
shares
|
$2.69 Million
0.11% of portfolio
|
Q3 2024
Added 24.21%
|