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 |
|---|---|---|---|---|---|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
35,951
shares
|
$2.63 Million
1.38% of portfolio
|
Q2 2023
Reduced 7.31%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
34,090
shares
|
$2.5 Million
0.57% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
33,460
shares
|
$2.45 Million
1.55% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
33,248
shares
|
$2.43 Million
1.95% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,004
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
32,200
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.82%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
32,126
shares
|
$2.35 Million
0.24% of portfolio
|
Q1 2023
Reduced 71.83%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
32,095
shares
|
$2.35 Million
1.64% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,975
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
31,963
shares
|
$2.34 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
31,927
shares
|
$2.34 Million
0.08% of portfolio
|
Q3 2024
Added 89.39%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
31,885
shares
|
$2.33 Million
0.73% of portfolio
|
Q3 2023
Reduced 4.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
31,647
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
31,643
shares
|
$2.32 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
30,671
shares
|
$2.25 Million
0.23% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
30,629
shares
|
$2.24 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
30,583
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
30,163
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
30,070
shares
|
$2.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
29,810
shares
|
$2.18 Million
1.13% of portfolio
|
Q2 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
29,787
shares
|
$2.18 Million
0.34% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,343
shares
|
$2.15 Million
0.87% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
29,223
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
28,788
shares
|
$2.11 Million
0.57% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
28,753
shares
|
$2.11 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.36%
|