Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 1500 COMPOS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.57M+ 1170.79% |
$80.9M - $92.6M
|
1.71M
$125M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
863K+ 13.2% |
$44.3M - $50.8M
|
7.4M
$542M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
546K+ 165.97% |
$28.1M - $32.1M
|
876K
$64.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
482K+ 47.77% |
$24.8M - $28.4M
|
1.49M
$109M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
431K+ 5458.0% |
$22.2M - $25.4M
|
439K
$32.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
350K+ 184.52% |
$18M - $20.6M
|
539K
$39.5M
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
350K+ 101.28% |
$18M - $20.6M
|
695K
$50.9M
|
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
276K+ 230.09% |
$14.2M - $16.2M
|
396K
$29M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
193K+ 21.85% |
$9.91M - $11.4M
|
1.08M
$78.8M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
167K+ 486.43% |
$8.56M - $9.8M
|
201K
$14.7M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
160KNew |
$8.22M - $9.41M
|
160K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
158KNew |
$8.11M - $9.29M
|
158K
$11.6M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 10.54% |
$7.98M - $9.14M
|
1.63M
$119M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
133KNew |
$6.85M - $7.84M
|
133K
$9.77M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
108K+ 17.55% |
$5.55M - $6.36M
|
724K
$53M
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
99.8K+ 89.02% |
$5.13M - $5.87M
|
212K
$15.5M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
97.4K+ 12.4% |
$5M - $5.73M
|
883K
$64.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
97.2K+ 83.6% |
$4.99M - $5.72M
|
213K
$15.6M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
96.2K+ 43.66% |
$4.94M - $5.66M
|
316K
$23.2M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
90.8K+ 5.66% |
$4.67M - $5.34M
|
1.7M
$124M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87K+ 7.01% |
$4.47M - $5.12M
|
1.33M
$97.3M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
86.8K+ 179.88% |
$4.46M - $5.1M
|
135K
$9.89M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
86.7K+ 508.84% |
$4.45M - $5.1M
|
104K
$7.59M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.3K+ 10.76% |
$3.76M - $4.31M
|
754K
$55.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
67.7K+ 2802.36% |
$3.48M - $3.98M
|
70.1K
$5.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.8K+ 2.29% |
$3.43M - $3.93M
|
2.99M
$219M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
64.3K+ 18.49% |
$3.3M - $3.78M
|
412K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.8K+ 1337.63% |
$3.12M - $3.57M
|
65.3K
$4.78M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
59.6K+ 17.73% |
$3.06M - $3.5M
|
396K
$29M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.5KNew |
$3M - $3.44M
|
58.5K
$4.28M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
53.1K+ 118.96% |
$2.73M - $3.12M
|
97.8K
$7.16M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.4KNew |
$2.69M - $3.08M
|
52.4K
$3.84M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
49.7K+ 24.62% |
$2.55M - $2.92M
|
252K
$18.4M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.1K+ 2.95% |
$2.37M - $2.71M
|
1.61M
$118M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
46K+ 4.02% |
$2.36M - $2.71M
|
1.19M
$87.2M
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
45.1K+ 62.56% |
$2.31M - $2.65M
|
117K
$8.57M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43.2K+ 34.12% |
$2.22M - $2.54M
|
170K
$12.4M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
42.7K+ 100.16% |
$2.19M - $2.51M
|
85.4K
$6.25M
|
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
41.1K+ 12.15% |
$2.11M - $2.42M
|
379K
$27.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
40.3K+ 5.65% |
$2.07M - $2.37M
|
753K
$55.2M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
40.3K+ 9.79% |
$2.07M - $2.37M
|
451K
$33.1M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.4K+ 946.56% |
$2.02M - $2.32M
|
43.5K
$3.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
39.4K+ 9.2% |
$2.02M - $2.31M
|
467K
$34.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
38.9K+ 19.45% |
$2M - $2.29M
|
239K
$17.5M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.4K+ 17.96% |
$1.87M - $2.14M
|
239K
$17.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
36.4K+ 6.03% |
$1.87M - $2.14M
|
640K
$46.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
33.8K+ 4.4% |
$1.73M - $1.99M
|
801K
$58.7M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
32.3K+ 30.82% |
$1.66M - $1.9M
|
137K
$10M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
30.3K+ 408.23% |
$1.56M - $1.78M
|
37.7K
$2.76M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
27.2K+ 7.23% |
$1.4M - $1.6M
|
403K
$29.5M
|