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

SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
$69.59
-0.12 (-0.17%)
(As of 11/4/2024 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)
47
Total
Institutional Inflows
(last 12 months)
$55.75M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$122.84M
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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
11/4/2024Jaffetilchin Investment Partners LLC498,318$34.91M2.6%-4.7%0.387%
10/31/2024 Weitzel Financial Services Inc.675,354$46.93M22.0%-0.7%0.524%
10/31/2024 Graypoint LLC51,552$3.61M0.2%+2.9%0.040%
10/30/2024 Cary Street Partners Asset Management LLC5,095$357K0.0%-13.2%0.004%
10/30/2024 Moloney Securities Asset Management LLC18,633$1.31M0.2%-3.1%0.014%
10/29/2024 IAG Wealth Partners LLC174,050$12.19M2.3%-5.3%0.135%
10/29/2024 Arlington Trust Co LLC8,111$568K0.1%N/A0.006%
10/28/2024 Rosenberg Matthew Hamilton594,864$41.68M10.9%+13.2%0.462%
10/25/2024 Strategic Blueprint LLC19,687$1.38M0.1%-3.0%0.015%
10/24/2024 Astor Investment Management LLC248,685$17.42M8.3%+79.6%0.193%
10/24/2024 Arkadios Wealth Advisors8,188$574K0.0%-6.3%0.006%
10/22/2024 Greenleaf Trust57,981$4.06M0.0%+0.4%0.045%
10/21/2024 Winch Advisory Services LLC564,211$39.53M10.9%+0.7%0.438%
10/21/2024 AIFG Consultants Ltd.175,874$12.32M9.4%-10.1%0.137%
10/15/2024 Zhang Financial LLC178,011$12.47M0.8%+17.7%0.138%
10/11/2024 Orca Investment Management LLC38,031$2.66M2.4%-43.5%0.030%
10/8/2024 Evensky & Katz LLC151,975$10.65M0.7%-2.4%0.118%
10/8/2024 Partnership Wealth Management LLC4,856$340K0.2%+6.6%0.004%
10/5/2024 Quent Capital LLC30,671$2.15M0.2%+6.3%0.024%
10/2/2024 Praetorian Wealth Management Inc.54,415$3.81M0.9%-12.4%0.042%
8/16/2024 Magnolia Capital Advisors LLC13,714$910K0.0%N/A0.011%
8/10/2024Lumbard & Kellner LLC3,382$224K0.1%-8.4%0.003%
8/8/2024Parallel Advisors LLC258,811$17.17M0.4%-5.2%0.201%
8/7/2024Beam Wealth Advisors Inc.65,628$4.35M1.4%N/A0.051%
8/7/2024Wedbush Securities Inc.11,644$773K0.0%-7.7%0.009%
8/7/2024Ashton Thomas Private Wealth LLC17,031$1.13M0.1%+1.3%0.013%
8/6/2024 Orca Investment Management LLC67,268$4.46M4.3%+2.1%0.052%
8/6/2024 Weitzel Financial Services Inc.680,448$45.19M22.5%-0.6%0.528%
8/6/2024Isthmus Partners LLC77,912$5.17M2.0%+1.4%0.060%
8/6/2024Great Lakes Advisors LLC221,194$14.68M0.1%-17.8%0.172%
8/1/2024TIAA Trust National Association7,208$478K0.0%+67.0%0.006%
7/31/2024 Graypoint LLC50,076$3.32M0.2%+6.9%0.039%
7/30/2024 Moloney Securities Asset Management LLC19,227$1.28M0.2%-6.0%0.015%
7/29/2024 AIFG Consultants Ltd.195,712$12.99M9.7%-9.0%0.152%
7/29/2024 Arkadios Wealth Advisors8,736$580K0.0%-31.9%0.007%
7/27/2024 Rosenberg Matthew Hamilton525,349$34.89M10.3%-8.3%0.408%
7/26/2024 Evensky & Katz LLC155,677$10.33M0.7%-4.2%0.121%
7/26/2024Bank 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%
7/23/2024 Valicenti Advisory Services Inc.3,125$207K0.1%-47.9%0.002%
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7/23/2024 Exchange Capital Management Inc.74,331$4.93M0.8%+7.1%0.058%
7/20/2024Continuum Advisory LLC11,046$733K0.1%-2.3%0.009%
7/20/2024 Zhang Financial LLC151,271$10.04M0.7%+11.6%0.117%
7/17/2024 IAG 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%
5/2/2024 Graypoint LLC46,862$3.01M0.2%+18.9%0.037%
5/2/2024 Quent Capital LLC27,572$1.77M0.2%-4.9%0.021%
5/2/2024 Moloney Securities Asset Management LLC20,458$1.31M0.2%-4.7%0.016%
5/2/2024 Hunter 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%
4/30/2024 Arkadios 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%
4/25/2024 IAG Wealth Partners LLC188,914$12.12M2.6%-3.5%0.148%
4/24/2024Private 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%
4/11/2024 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%
2/20/2024 Able 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%
Rigged election? (Ad)

Porter Stansberry’s viral Breaking Point 2024 broadcast has now been by tens of thousands of Americans who finally understand the grim reality of our next election. With November 5 just around the corner, it’s imperative for your financial future that you read Porter’s message below now and then watch Breaking Point before it’s too late.

Watch this video, it is being taken down Monday night
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%
(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, 118 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. ($46.93M), Rosenberg Matthew Hamilton ($41.68M), Winch Advisory Services LLC ($39.53M), Jaffetilchin Investment Partners LLC ($34.91M), and Gibson Wealth Advisors LLC ($31.43M).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 84 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), Zhang Financial LLC ($180.77K), Rosenberg Matthew Hamilton ($174.65K), Summit Investment Advisory Services LLC ($129.30K), and Astor Investment Management LLC ($110.23K).

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

Institutional investors have bought a total of 3,156,958 shares in the last 24 months. This purchase volume represents approximately $165.65M in transactions.

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

Of the 74 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 ($181.89K), Great Lakes Advisors LLC ($165.71K), 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 2,986,348 shares in the last 24 months. This volume of shares sold represents approximately $173.59M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 11/4/2024 by MarketBeat.com Staff
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