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SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) Institutional Ownership

$66.71
+0.72 (+1.09%)
(As of 07/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA:SPTM)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$40.31M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$113.84M
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SPTM Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024Evensky & Katz LLC155,677$10.33M0.7%-4.2%0.121%
7/26/2024 Bank of New York Mellon Corp5,430$360K0.0%-6.3%0.004%
7/23/2024 1620 Investment Advisors Inc.492$33K0.0%N/A0.000%
7/23/2024Valicenti Advisory Services Inc.3,125$207K0.1%-47.9%0.002%
7/23/2024 Exchange Capital Management Inc.74,331$4.93M0.8%+7.1%0.058%
7/20/2024 Continuum Advisory LLC11,046$733K0.1%-2.3%0.009%
7/20/2024 Zhang Financial LLC151,271$10.04M0.7%+11.6%0.117%
7/17/2024IAG Wealth Partners LLC183,714$12.19M2.4%-2.8%0.143%
7/16/2024 GPS Wealth Strategies Group LLC6,497$431K0.1%-11.8%0.005%
7/10/2024 Praetorian Wealth Management Inc.62,087$4.12M1.1%-2.7%0.048%
7/8/2024 RVW Wealth LLC318,246$21.12M2.1%-4.0%0.247%
7/8/2024 Quent Capital LLC28,850$1.91M0.2%+4.6%0.022%
7/3/2024 Partnership Wealth Management LLC4,556$302K0.2%-35.5%0.004%
5/17/2024Comerica Bank6,916$444K0.0%+47.2%0.005%
5/16/2024FSA Wealth Management LLC20,822$1.34M0.6%-2.6%0.016%
5/15/2024Blue Edge Capital LLC17,894$1.15M0.2%+11.7%0.014%
5/14/2024Wellington Wealth Strategies LLC.28,473$1.83M0.9%-50.3%0.022%
5/13/2024Financial Gravity Asset Management Inc.35,695$2.29M0.6%-95.3%0.028%
5/8/2024Isthmus Partners LLC76,816$4.93M0.6%+0.4%0.060%
5/6/2024Broderick Brian C28,000$1.80M0.4%-3.4%0.022%
5/3/2024Compass Financial Group Inc.49,169$3.15M1.7%-0.4%0.038%
5/2/2024Graypoint LLC46,862$3.01M0.2%+18.9%0.037%
5/2/2024 Quent Capital LLC27,572$1.77M0.2%-4.9%0.021%
5/2/2024Moloney Securities Asset Management LLC20,458$1.31M0.2%-4.7%0.016%
5/2/2024Hunter Associates Investment Management LLC3,554$229K0.0%N/A0.003%
5/1/2024Avior Wealth Management LLC45,001$2.89M0.1%+20.4%0.035%
4/30/2024 Warther Private Wealth LLC6,198$398K0.2%N/A0.005%
4/30/2024Arkadios Wealth Advisors12,824$823K0.1%-1.3%0.010%
4/27/2024 Vigilare Wealth Management5,962$382K0.2%-13.7%0.005%
4/25/2024Triumph Capital Management19,382$1.24M0.5%-18.4%0.015%
4/25/2024L.M. Kohn & Company8,560$549K0.2%+29.7%0.007%
4/25/2024IAG Wealth Partners LLC188,914$12.12M2.6%-3.5%0.148%
4/24/2024 Private Trust Co. NA12,883$826K0.1%-20.1%0.010%
4/24/2024 Zhang Financial LLC135,559$8.70M0.6%+98.6%0.106%
4/22/2024Ashton Thomas Private Wealth LLC16,812$1.08M0.1%-9.0%0.013%
4/18/2024 Exchange Capital Management Inc.69,422$4.45M0.7%+8.7%0.054%
4/17/2024 Winthrop Advisory Group LLC32,709$2.10M0.3%-93.0%0.026%
4/16/2024 Tsfg LLC3,932$252K0.1%-47.3%0.003%
4/15/2024 Kingswood Wealth Advisors LLC5,939$381K0.0%-4.8%0.005%
4/11/2024Roble Belko & Company Inc36,320$2.33M0.4%-0.4%0.030%
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4/10/2024 Praetorian Wealth Management Inc.63,790$4.09M1.1%-8.5%0.053%
4/10/2024Weitzel Financial Services Inc.684,366$43.75M21.9%-0.1%0.566%
4/8/2024Evensky & Katz LLC162,476$10.42M0.7%-3.5%0.134%
4/8/2024 RVW Wealth LLC331,629$21.27M2.2%-2.0%0.274%
4/5/2024 NBC Securities Inc.1,130$72K0.0%-68.9%0.001%
4/1/2024 Global Wealth Strategies & Associates437$28K0.0%N/A0.000%
3/8/2024ICA Group Wealth Management LLC9,424$551K0.1%-6.2%0.008%
3/5/2024Fisher Asset Management LLC6,297$368K0.0%N/A0.005%
3/4/2024Congress Asset Management Co. MA42,818$2.50M0.0%+549.7%0.035%
2/20/2024Able Wealth Management LLC6,926$405K0.4%N/A0.006%
2/20/2024Wellington Wealth Strategies LLC.57,260$3.35M2.9%N/A0.047%
2/12/2024Isthmus Partners LLC76,499$4.47M0.6%+0.3%0.063%
2/12/2024Lumbard & Kellner LLC3,692$216K0.1%N/A0.003%
2/12/2024Parallel Advisors LLC284,638$16.64M0.5%-19.6%0.236%
2/9/2024Tidemark LLC4,898$286K0.2%N/A0.004%
2/9/2024Goodman Financial Corp7,563$442K0.1%-28.2%0.006%
2/9/2024Keystone Financial Group6,069$355K0.1%+29.4%0.005%
2/9/2024L.M. Kohn & Company6,598$386K0.1%-10.1%0.005%
2/8/2024Great Lakes Advisors LLC269,658$15.76M0.2%-3.4%0.223%
2/8/2024 Exchange Capital Management Inc.63,848$3.73M0.7%+7.2%0.053%
2/8/2024Wall Capital Group Inc.173,751$10.16M11.5%+5.3%0.144%
2/7/2024 Partnership Wealth Management LLC7,006$415K0.3%N/A0.006%
2/7/2024 NBC Securities Inc.3,636$212K0.0%+5.8%0.003%
2/7/2024 Cary Street Partners Investment Advisory LLC139,311$8.14M0.4%-5.7%0.115%
2/6/2024Cullen Frost Bankers Inc.1,693$99K0.0%N/A0.001%
2/6/2024Provence Wealth Management Group764$45K0.0%N/A0.001%
2/6/2024Fisher Asset Management LLC6,493$380K0.0%N/A0.005%
2/5/2024Triumph Capital Management23,742$1.39M0.6%-2.0%0.020%
2/5/2024 Cary Street Partners Asset Management LLC13,054$763K0.1%-22.2%0.011%
2/5/2024 Cary Street Partners Investment Advisory LLC96,682$5.65M1.7%-34.5%0.080%
2/5/2024Fernwood Investment Management LLC29,424$1.72M0.4%-20.9%0.024%
2/5/2024Orca Investment Management LLC65,657$3.84M3.7%+1,240.5%0.054%
2/2/2024IAG Wealth Partners LLC195,813$11.45M2.6%-2.0%0.162%
2/2/2024Compass Financial Group Inc.49,350$2.89M1.6%-1.2%0.041%
2/2/2024BIP Wealth LLC248,329$14.52M1.1%+6.1%0.205%
2/1/2024Roble Belko & Company Inc36,484$2.13M0.4%-1.7%0.030%
1/31/2024 Zhang Financial LLC68,264$3.99M0.3%+235.9%0.056%
1/30/2024Avior Wealth Management LLC37,381$2.19M0.1%+4.3%0.031%
1/29/2024Graypoint LLC39,402$2.30M0.2%+6.1%0.033%
1/29/2024 Tennessee Valley Asset Management Partners22,679$1.33M0.4%+8.3%0.019%
1/25/2024Strategic Blueprint LLC20,332$1.19M0.1%-2.2%0.017%
1/24/2024 Rappaport Reiches Capital Management LLC3,722$218K0.1%-32.5%0.003%
1/24/2024Prime Capital Investment Advisors LLC39,982$2.34M0.0%N/A0.033%
1/24/2024Arkadios Wealth Advisors12,999$760K0.1%N/A0.011%
1/24/2024 Private Trust Co. NA16,117$942K0.1%+17.3%0.013%
1/23/2024 Householder Group Estate & Retirement Specialist LLC39,079$2.28M0.8%-12.0%0.032%
1/23/2024TIAA Trust National Association4,315$252K0.0%N/A0.004%
1/19/2024 Quent Capital LLC29,004$1.70M0.2%+11.6%0.024%
1/18/2024Winch Advisory Services LLC526,350$30.77M10.2%+4.3%0.436%
1/18/2024 Planned Solutions Inc.1,129$66K0.0%N/A0.001%
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1/16/2024Rosenberg Matthew Hamilton567,734$33.18M10.2%+2.6%0.470%
1/12/2024 GPS Wealth Strategies Group LLC9,525$557K0.1%-29.6%0.008%
1/12/2024 Westside Investment Management Inc.28,119$1.64M0.4%-3.5%0.023%
1/12/2024 Financial Management Professionals Inc.108,655$6.35M1.0%+1.1%0.090%
1/12/2024 LVM Capital Management Ltd. MI64,194$3.75M0.5%-2.6%0.053%
1/11/2024 Praetorian Wealth Management Inc.69,726$4.08M1.2%+10.2%0.058%
1/8/2024 RVW Wealth LLC338,526$19.79M2.2%-2.2%0.280%
11/16/2023Blueprint Investment Partners LLC458,101$24.05M7.7%-12.3%0.379%
11/15/2023Integrated Wealth Concepts LLC233,376$12.25M0.2%-12.7%0.193%
11/15/2023Ameriprise Financial Inc.910,377$47.79M0.0%-11.1%0.753%
(Data available from 1/1/2016 forward)

SPTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTM shares?

During the previous two years, 132 institutional investors and hedge funds held shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF. The most heavily invested institutionals were Wealthcare Advisory Partners LLC ($105.00M), Ameriprise Financial Inc. ($47.79M), Weitzel Financial Services Inc. ($43.75M), Rosenberg Matthew Hamilton ($33.18M), Gibson Wealth Advisors LLC ($31.43M), Winch Advisory Services LLC ($30.77M), and Blueprint Investment Partners LLC ($24.05M).Learn more on SPTM's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 1500 Composite Stock Market ETF stock?

Of the 100 institutional investors that purchased SPDR Portfolio S&P 1500 Composite Stock Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gibson Wealth Advisors LLC ($651K), Wealthcare Advisory Partners LLC ($305.79K), BIP Wealth LLC ($294.08K), Ford Financial Group LLC ($234.63K), Zhang Financial LLC ($154.03K), Parallel Advisors LLC ($150.14K), and Winch Advisory Services LLC ($143.28K).

How much institutional buying is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have bought a total of 3,756,452 shares in the last 24 months. This purchase volume represents approximately $185.45M in transactions.

Which SPDR Portfolio S&P 1500 Composite Stock Market ETF major shareholders have been selling company stock?

Of the 81 institutional investors that sold SPDR Portfolio S&P 1500 Composite Stock Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($727.43K), Winthrop Advisory Group LLC ($431.63K), RVW Wealth LLC ($367.04K), Parallel Advisors LLC ($167.76K), Great Lakes Advisors LLC ($117.75K), Ameriprise Financial Inc. ($114.08K), and Future Financial Wealth Managment LLC ($87.16K).

How much institutional selling is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have sold a total of 2,882,196 shares in the last 24 months. This volume of shares sold represents approximately $163.47M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 7/26/2024 by MarketBeat.com Staff

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