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 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-20.8K- 42.45% |
$1.07M - $1.22M
|
28.1K
$2.06M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-21.5KClosed |
$1.11M - $1.27M
|
0
$0
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-24.5K- 9.97% |
$1.26M - $1.44M
|
221K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24.6KClosed |
$1.26M - $1.44M
|
0
$0
|
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-28.4K- 17.74% |
$1.46M - $1.67M
|
132K
$9.64M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-29.1K- 71.32% |
$1.49M - $1.71M
|
11.7K
$857K
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-32.6K- 3.4% |
$1.67M - $1.92M
|
926K
$67.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-36.8K- 2.42% |
$1.89M - $2.17M
|
1.49M
$109M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-37K- 23.61% |
$1.9M - $2.18M
|
120K
$8.77M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-37.3KClosed |
$1.91M - $2.19M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-39.6K- 4.62% |
$2.03M - $2.33M
|
818K
$59.9M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-42.2KClosed |
$2.17M - $2.48M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-44.9K- 75.42% |
$2.3M - $2.64M
|
14.6K
$1.07M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-45.8K- 61.56% |
$2.35M - $2.7M
|
28.6K
$2.1M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-49.3K- 6.66% |
$2.53M - $2.9M
|
690K
$50.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
SELL
|
- |
-50.7K- 5.8% |
$2.6M - $2.98M
|
824K
$60.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50.9K- 21.57% |
$2.61M - $2.99M
|
185K
$13.6M
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-56.5K- 89.95% |
$2.9M - $3.33M
|
6.32K
$462K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-60.3K- 19.07% |
$3.09M - $3.54M
|
256K
$18.7M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-65.6K- 25.03% |
$3.37M - $3.86M
|
196K
$14.4M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-79K- 16.95% |
$4.06M - $4.65M
|
387K
$28.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-79.6K- 4.0% |
$4.09M - $4.68M
|
1.91M
$140M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-84.4K- 91.86% |
$4.33M - $4.96M
|
7.47K
$547K
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-87.7K- 22.4% |
$4.51M - $5.16M
|
304K
$22.2M
|
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-155KClosed |
$7.94M - $9.09M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-184K- 59.8% |
$9.44M - $10.8M
|
124K
$9.04M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-194K- 54.18% |
$9.94M - $11.4M
|
164K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-204K- 39.59% |
$10.5M - $12M
|
312K
$22.8M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-206K- 98.87% |
$10.6M - $12.1M
|
2.35K
$172K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-206K- 88.54% |
$10.6M - $12.1M
|
26.7K
$1.96M
|
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-220K- 61.81% |
$11.3M - $12.9M
|
136K
$9.94M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-285K- 48.43% |
$14.7M - $16.8M
|
304K
$22.2M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-341K- 22.47% |
$17.5M - $20M
|
1.18M
$86.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-341KClosed |
$17.5M - $20.1M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-446K- 37.14% |
$22.9M - $26.2M
|
754K
$55.2M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-519K- 70.37% |
$26.7M - $30.5M
|
219K
$16M
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.09MClosed |
$56.1M - $64.3M
|
0
$0
|