Free Trial

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

→ The system that called 2023’s top 7 stocks is at it again… (From WealthPress) (Ad)
Free SPTM Stock Alerts
$61.95
+0.01 (+0.02%)
(As of 04/24/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA:SPTM)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$59.94M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$75.02M
Get SPTM Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 1500 Composite Stock Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPTM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2024Ashton Thomas Private Wealth LLC16,812$1.08M0.1%-9.0%0.013%
4/18/2024Exchange Capital Management Inc.69,422$4.45M0.7%+8.7%0.054%
4/17/2024Winthrop Advisory Group LLC32,709$2.10M0.3%-93.0%0.026%
4/16/2024Tsfg LLC3,932$252K0.1%-47.3%0.003%
4/15/2024Kingswood Wealth Advisors LLC5,939$381K0.0%-4.8%0.005%
4/11/2024 Roble Belko & Company Inc36,320$2.33M0.4%-0.4%0.030%
4/10/2024 Praetorian Wealth Management Inc.63,790$4.09M1.1%-8.5%0.053%
4/10/2024 Weitzel Financial Services Inc.684,366$43.75M21.9%-0.1%0.566%
4/8/2024 Evensky & 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%
3/4/2024 Congress 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%
2/8/2024Exchange 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%
2/7/2024Cary 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%
2/5/2024Cary Street Partners Asset Management LLC13,054$763K0.1%-22.2%0.011%
2/5/2024Cary 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%
The Hard Truth About Investing For Retirement (Ad)

Here’s the cold, hard truth about investing: The more capital you have, the more risk averse you can afford to be. But when you’re staring down the barrel of retirement and you’ve only got 5, 10, 50 or $100,000 saved, you’ve got to be more aggressive. In an exclusive online training, the Market expert Steven Place is revealing a powerful “roadmap” that’s leading everyday investors to easy, triple-digit wins, even if they don’t have a lot of experience in trading.

Click To Access This Powerful Training Right Now!
2/2/2024BIP Wealth LLC248,329$14.52M1.1%+6.1%0.205%
2/1/2024 Roble Belko & Company Inc36,484$2.13M0.4%-1.7%0.030%
1/31/2024Zhang 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%
1/25/2024 Strategic Blueprint LLC20,332$1.19M0.1%-2.2%0.017%
1/24/2024Rappaport 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%
1/24/2024Private Trust Co. NA16,117$942K0.1%+17.3%0.013%
1/23/2024Householder 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%
1/19/2024Quent Capital LLC29,004$1.70M0.2%+11.6%0.024%
1/18/2024Winch Advisory Services LLC526,350$30.77M10.2%+4.3%0.436%
1/18/2024Planned Solutions Inc.1,129$66K0.0%N/A0.001%
1/16/2024 Rosenberg Matthew Hamilton567,734$33.18M10.2%+2.6%0.470%
1/12/2024GPS Wealth Strategies Group LLC9,525$557K0.1%-29.6%0.008%
1/12/2024Westside Investment Management Inc.28,119$1.64M0.4%-3.5%0.023%
1/12/2024Financial Management Professionals Inc.108,655$6.35M1.0%+1.1%0.090%
1/12/2024LVM 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%
11/14/2023Fusion Capital LLC6,231$327K0.2%-3.8%0.005%
11/13/2023Covestor Ltd839$44K0.0%N/A0.001%
11/13/2023Cary Street Partners Investment Advisory LLC147,699$7.75M0.4%+31.3%0.122%
11/9/2023BIP Wealth LLC234,028$12.28M1.1%-14.0%0.194%
11/7/2023Great Lakes Advisors LLC279,079$14.65M0.1%+4.8%0.231%
11/7/2023Goodman Financial Corp10,530$553K0.2%-4.9%0.009%
11/6/2023Winch Advisory Services LLC504,435$26.48M9.7%+3.0%0.417%
11/6/2023L.M. Kohn & Company7,339$385K0.1%-10.4%0.006%
11/6/2023Keystone Financial Group4,691$246K0.0%N/A0.004%
11/6/2023 F M Investments LLC3,974$209K0.2%-46.1%0.003%
11/4/2023 NBC Securities Inc.3,436$180K0.0%N/A0.003%
11/4/2023Daniels&Tansey LLP14,486$760K0.0%-55.8%0.012%
11/4/2023Compass Financial Group Inc.49,945$2.62M1.6%+0.6%0.041%
11/2/2023Benedetti & Gucer Inc.65,876$3.46M1.9%+4.2%0.055%
11/1/2023 Roble Belko & Company Inc37,125$1.95M0.4%-1.2%0.031%
11/1/2023 Congress Asset Management Co. MA6,590$346K0.0%N/A0.005%
10/30/2023Exchange Capital Management Inc.59,575$3.13M0.6%+1.7%0.049%
10/30/2023Orca Investment Management LLC4,898$257K0.3%+7.2%0.004%
10/26/2023Graypoint LLC37,120$1.95M0.2%+2.1%0.031%
10/26/2023GPS Wealth Strategies Group LLC13,524$710K0.1%-32.4%0.011%
10/25/2023Gradient Capital Advisors LLC4,897$257K0.1%-51.1%0.004%
10/24/2023Bank of New York Mellon Corp14,505$761K0.0%-9.2%0.012%
10/24/2023IAG Wealth Partners LLC199,732$10.48M2.9%-4.3%0.165%
10/24/2023Kingswood Wealth Advisors LLC6,239$327K0.1%N/A0.005%
$25,000 into $109,616 in two months? (Ad)

Today I want to show you how our research shows you could’ve grown a $25,000 account into $109,616.12 within the last TWO months. You see, former multi-million dollar hedge fund manager Roger Scott spent the better half of 2023 developing what might be the most advanced trading tool that exists… It’s a revolutionary software system that tracks the moves of institutional investors…. in real time…

Go here to watch the most recent trading workshop video at no charge.
10/20/2023Future Financial Wealth Managment LLC4,914$258K0.3%-13.5%0.004%
10/18/2023Private Trust Co. NA13,741$721K0.1%+27.1%0.011%
10/17/2023Avior Wealth Management LLC35,831$1.88M0.1%+2.0%0.030%
10/13/2023Financial Management Professionals Inc.107,480$5.64M1.0%+0.6%0.089%
10/12/2023 RVW Wealth LLC345,990$18.16M2.2%-3.0%0.286%
10/12/2023 AdvisorNet Financial Inc300,809$15.79M1.4%+0.6%0.249%
10/12/2023SlateStone Wealth LLC8,735$459K0.1%+2.3%0.007%
10/11/2023Zhang Financial LLC20,323$1.07M0.1%+10.1%0.017%
10/11/2023Constant Guidance Financial LLC7,777$407K0.5%N/A0.006%
10/11/2023 Rosenberg Matthew Hamilton553,207$29.04M9.7%+1.7%0.458%
(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, 135 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), Astor Investment Management LLC ($51.49M), Ameriprise Financial Inc. ($47.79M), Weitzel Financial Services Inc. ($43.75M), Rosenberg Matthew Hamilton ($33.18M), Gibson Wealth Advisors LLC ($31.43M), and Winch Advisory Services LLC ($30.77M).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 105 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 ($244.31K), Parallel Advisors LLC ($150.14K), Winch Advisory Services LLC ($143.28K), and Zhang Financial LLC ($138.31K).

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

Institutional investors have bought a total of 3,926,296 shares in the last 24 months. This purchase volume represents approximately $193.51M 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: RVW Wealth LLC ($466.21K), Winthrop Advisory Group LLC ($431.63K), Great Lakes Advisors LLC ($196.78K), Parallel Advisors LLC ($174.13K), Ameriprise Financial Inc. ($114.08K), Future Financial Wealth Managment LLC ($87.16K), and Blueprint Investment Partners LLC ($63.97K).

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

Institutional investors have sold a total of 2,371,884 shares in the last 24 months. This volume of shares sold represents approximately $126.96M in transactions.


Related Companies:
This page (NYSEARCA:SPTM) was last updated on 4/24/2024 by MarketBeat.com Staff

From Our Partners
He Is Giving Away Bitcoin
Crypto Swap Profits
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
Urgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!
American Alternative
Emergency: Biden's $20 Trillion Mistake Could Cost YOU!
GoldenCrest Metals
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders
The #1 Crypto for 2024
InvestorPlace
Don’t Miss Out on the AI Gold Rush That’s Just Getting Started
Banyan Hill Publishing