Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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
Apr 14, 2022 Q1 2022
Butensky & Cohen Financial Security, Inc

SELL
 -
-139
- 2.09%
$7.14K - $8.18K
6.53K $478K
Apr 19, 2022 Q1 2022
Apeiron Ria LLC

SELL
 -
-151
- 0.28%
$7.76K - $8.88K
54.7K $4.01M
May 11, 2022 Q1 2022
Wiser Wealth Management, Inc

SELL
 -
-163
- 0.3%
$8.37K - $9.59K
54.9K $4.02M
May 18, 2022 Q1 2022
Sensible Financial Planning & Management, Llc.

SELL
 -
-180
- 4.72%
$9.24K - $10.6K
3.64K $266K
Apr 14, 2022 Q1 2022
First Command Advisory Services, Inc.

SELL
 -
-198
Closed
$10.2K - $11.6K
0 $0
Apr 25, 2022 Q1 2022
Tsfg, LLC

SELL
 -
-198
- 1.71%
$10.2K - $11.6K
11.4K $836K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-200
Closed
$10.3K - $11.8K
0 $0
May 13, 2022 Q1 2022
Covington Capital Management

SELL
 -
-200
Closed
$10.3K - $11.8K
0 $0
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-222
- 29.84%
$11.4K - $13.1K
522 $38.2K
May 09, 2022 Q1 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-247
- 1.71%
$12.7K - $14.5K
14.2K $1.04M
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-264
Closed
$13.6K - $15.5K
0 $0
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

SELL
 -
-268
- 3.81%
$13.8K - $15.8K
6.77K $495K
Apr 25, 2022 Q1 2022
Detalus Advisors, LLC

SELL
 -
-270
- 1.34%
$13.9K - $15.9K
19.9K $1.46M
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-274
- 3.17%
$14.1K - $16.1K
8.38K $614K
Apr 11, 2022 Q1 2022
Stewardship Advisors, LLC

SELL
 -
-275
- 1.42%
$14.1K - $16.2K
19.1K $1.4M
May 16, 2022 Q1 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
SELL
 -
-277
- 2.24%
$14.2K - $16.3K
12.1K $884K
Apr 19, 2022 Q1 2022
Retirement Planning Group

SELL
 -
-278
- 4.55%
$14.3K - $16.4K
5.84K $427K
May 11, 2022 Q1 2022
Goodman Financial Corp

Houston, TX
SELL
 -
-283
- 2.1%
$14.5K - $16.6K
13.2K $968K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-374
- 1.68%
$19.2K - $22K
21.9K $1.61M
May 06, 2022 Q1 2022
Bernardo Wealth Planning LLC

SELL
 -
-388
- 2.22%
$19.9K - $22.8K
17.1K $1.25M
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-406
- 1.69%
$20.9K - $23.9K
23.7K $1.73M
Apr 19, 2022 Q1 2022
Ervin Investment Management, LLC

SELL
 -
-408
- 0.31%
$21K - $24K
132K $9.64M
May 05, 2022 Q1 2022
Prestige Wealth Management Group LLC

SELL
 -
-408
- 7.89%
$21K - $24K
4.76K $349K
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-414
- 0.6%
$21.3K - $24.4K
68.1K $4.99M
May 04, 2022 Q1 2022
Slate Stone Wealth, LLC

SELL
 -
-415
- 3.84%
$21.3K - $24.4K
10.4K $761K
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-465
- 4.13%
$23.9K - $27.4K
10.8K $791K
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-465
- 4.13%
$23.9K - $27.4K
10.8K $791K
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-475
- 1.47%
$24.4K - $27.9K
31.9K $2.34M
Apr 21, 2022 Q1 2022
Successful Portfolios LLC

SELL
 -
-505
- 7.78%
$25.9K - $29.7K
5.99K $438K
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-529
- 20.53%
$27.2K - $31.1K
2.05K $150K
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-547
- 80.09%
$28.1K - $32.2K
136 $9.96K
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

SELL
 -
-615
- 2.36%
$31.6K - $36.2K
25.4K $1.86M
Apr 25, 2022 Q1 2022
Wfa Of San Diego, LLC

SELL
 -
-639
- 3.25%
$32.8K - $37.6K
19K $1.39M
May 06, 2022 Q1 2022
Jordan Park Group LLC

SELL
 -
-654
- 12.14%
$33.6K - $38.5K
4.73K $347K
Aug 23, 2023 Q1 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
SELL
 -
-774
- 6.28%
$39.8K - $45.5K
11.6K $846K
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

SELL
 -
-777
- 47.09%
$39.9K - $45.7K
873 $63.9K
Apr 29, 2022 Q1 2022
Northwest Wealth Management, LLC

SELL
 -
-786
- 2.86%
$40.4K - $46.2K
26.7K $1.96M
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-794
- 5.53%
$40.8K - $46.7K
13.6K $993K
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

SELL
 -
-803
Closed
$41.2K - $47.2K
0 $0
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-808
- 1.13%
$41.5K - $47.5K
70.8K $5.18M
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-812
- 16.1%
$41.7K - $47.8K
4.23K $310K
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-852
- 0.14%
$43.8K - $50.1K
617K $45.2M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-853
Closed
$43.8K - $50.2K
0 $0
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

SELL
 -
-889
- 6.49%
$45.7K - $52.3K
12.8K $938K
May 06, 2022 Q1 2022
Wt Wealth Management

SELL
 -
-903
- 7.37%
$46.4K - $53.1K
11.4K $831K
May 13, 2022 Q1 2022
Vista Investment Management

Pittsburgh, PA
SELL
 -
-910
- 14.06%
$46.7K - $53.5K
5.56K $407K
Apr 21, 2022 Q1 2022
Olio Financial Planning

SELL
 -
-925
- 7.33%
$47.5K - $54.4K
11.7K $857K
Apr 06, 2022 Q1 2022
Vigilare Wealth Management

SELL
 -
-961
- 10.12%
$49.4K - $56.5K
8.54K $625K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-985
- 0.28%
$50.6K - $57.9K
349K $25.6M

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