Purchases and Sales Made in Q1 2023 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 2023. 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, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
822KNew |
$38.6M - $42.4M
|
822K
$60.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
583K+ 4943.0% |
$27.4M - $30.1M
|
595K
$43.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
357K+ 54.07% |
$16.7M - $18.4M
|
1.02M
$74.4M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
314K+ 1842.54% |
$14.7M - $16.2M
|
331K
$24.2M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
280KNew |
$13.1M - $14.5M
|
280K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 14.85% |
$11.4M - $12.6M
|
1.89M
$138M
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
BUY
|
- |
224K+ 81.52% |
$10.5M - $11.6M
|
499K
$36.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
207K+ 17.13% |
$9.72M - $10.7M
|
1.42M
$104M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
190K+ 2.78% |
$8.91M - $9.79M
|
7M
$513M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
190KNew |
$8.9M - $9.79M
|
190K
$13.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
177K+ 36.25% |
$8.31M - $9.14M
|
665K
$48.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
168K+ 71.24% |
$7.9M - $8.69M
|
404K
$29.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
147K+ 35.35% |
$6.92M - $7.6M
|
564K
$41.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
141K+ 6.39% |
$6.61M - $7.27M
|
2.34M
$172M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
127K+ 5.71% |
$5.95M - $6.54M
|
2.35M
$172M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
122K+ 101.86% |
$5.74M - $6.31M
|
242K
$17.7M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
108K+ 39.63% |
$5.08M - $5.59M
|
381K
$27.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
108K+ 6.95% |
$5.08M - $5.58M
|
1.66M
$122M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
98.1K+ 38.27% |
$4.61M - $5.07M
|
354K
$25.9M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
91.4K+ 4.65% |
$4.29M - $4.72M
|
2.06M
$151M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
85.7K+ 165.95% |
$4.03M - $4.43M
|
137K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
73.4KNew |
$3.45M - $3.79M
|
73.4K
$5.37M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
70.4KNew |
$3.31M - $3.64M
|
70.4K
$5.16M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
70.2K+ 5.44% |
$3.29M - $3.62M
|
1.36M
$99.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
68.5K+ 74.36% |
$3.22M - $3.54M
|
161K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.6K+ 4.83% |
$2.66M - $2.93M
|
1.23M
$90M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.1K+ 1.72% |
$2.59M - $2.85M
|
3.26M
$238M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
54.7K+ 290.64% |
$2.57M - $2.83M
|
73.5K
$5.38M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.8KNew |
$2.48M - $2.73M
|
52.8K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
51.3K+ 16.43% |
$2.41M - $2.65M
|
364K
$26.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
48.2K+ 99.87% |
$2.26M - $2.49M
|
96.4K
$7.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47.2K+ 22.99% |
$2.22M - $2.44M
|
253K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
41.7K+ 87.25% |
$1.96M - $2.16M
|
89.6K
$6.56M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.6K+ 382.54% |
$1.86M - $2.04M
|
49.9K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
37.5K+ 7.59% |
$1.76M - $1.94M
|
532K
$38.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35.6K+ 7.38% |
$1.67M - $1.84M
|
518K
$37.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.2K+ 65.8% |
$1.61M - $1.77M
|
86.1K
$6.31M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
33.5K+ 723.41% |
$1.57M - $1.73M
|
38.1K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
32.9K+ 4.18% |
$1.55M - $1.7M
|
820K
$60.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
32.8K+ 29.97% |
$1.54M - $1.69M
|
142K
$10.4M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
32.8K+ 65580.0% |
$1.54M - $1.69M
|
32.8K
$2.4M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
32.4K+ 2.26% |
$1.52M - $1.68M
|
1.47M
$108M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
32.4K+ 84.39% |
$1.52M - $1.67M
|
70.8K
$5.18M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
31.9K+ 39.04% |
$1.5M - $1.65M
|
113K
$8.31M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.2KNew |
$1.42M - $1.56M
|
30.2K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
27.4KNew |
$1.29M - $1.42M
|
27.4K
$2.01M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
26.5K+ 441.82% |
$1.25M - $1.37M
|
32.5K
$2.38M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26K+ 35.79% |
$1.22M - $1.34M
|
98.7K
$7.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24.7K+ 148.66% |
$1.16M - $1.27M
|
41.2K
$3.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.4KNew |
$1.05M - $1.16M
|
22.4K
$1.64M
|